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Russell E. Owen, CFP®

SRM Advisors

6600 SW 92nd Ave
Suite 140
Portland, OR 97223
Phone: (503) 244-8905
Fax: (503) 863-5963

Toll-free: (800) 729-0244

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.