About Værdi

Who or what is Værdi?  Good question. 

Værdi (’ver’di):  a Danish word denoting quality or value that gives something special worth.

First, the legal version.

Værdi Financial LLC is a Registered Investment Advisor (License #IA-3242) and is licensed and regulated by the Oregon Division of Finance & Corporate Securities

Now, the simpler version.

Værdi is a small firm of smart, friendly, fee-only financial planners who help their clients enjoy their lives, plan for the future, and do wise things with their money.

We are members of: 

Alliance of Cambridge Advisors (ACA)
Financial Planning Association (FPA)
Sustainable Business Network of Portland
Hatch – A Community Innovation Lab