Home

Welcome to Værdi LLC, a Registered Investment Advisor based in Portland Oregon.  We provide comprehensive financial planning and investment advisory services to individuals and families throughout the US.

Our mission at Værdi, LLC  is to provide top quality financial planning and investment advisory services to help you accomplish your personal goals. We provide objective, unbiased advice that is based on your personal needs so that you can make the best investment decisions.

Our goal is to ensure that you understand both your current financial situation and the future consequences of the decisions you are making.

Our method follows a process designed to assess your current financial position and provide a strategy, context and the insight required to actualize your future goals.

Call us old-fashioned, but we believe that a financial advisor should work to save you more than he charges, and are committed to providing value that exceeds our fees.  We take our fiduciary responsibility very serious and hold ourselves to the highest ethics in all of our interactions and dealings with clients. As fiduciaries we do not believe that commission-based compensation is good for clients.  The last thing you need from a financial advisor is ”expert” jargon and a sales pitch for some commission-based financial product!

We pride ourselves of being down-to-earth, straight talking and no-nonsense advisors and we neither sell products nor receive  commissions of any kind.

Værdi, LLC is also committed to playing an active role in the community and gives back a portion of its profits to local organizations.  Our philosophy and approach is built to maintain long term relationships — not only between the firm its clients and the community, but also between our clients and the financial markets.  We look forward to meeting with you.

We are proud members of the Financial Planning Association and the Portland Sustainable Business Network, supporting local business, keeping money local and supporting local job growth