Your financial planning needs are unique. Our team led by Tommy Paterson, CFP® will go deeper to understand your mindset — what shapes your view on money.
Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center — powered by Goldman Sachs.
400 NE 2nd St
McMinnville, OR 97128
Driving directions >
M-F: 8am - 4pm, after 4pm by appt.
Sat & Sun: closed
We are on the corner of 2nd st & Davis. Located in the "Corrigan Building".
Tell us about yourself at no cost or obligation.
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