CLS Financial Strategies

CLS Financial Advisors, Inc. is an independent, registered investment advisory firm that provides fee-only financial planning and investment monitoring services.


Our firm's principals and planners each have over thirty years of tax and financial planning experience and hold the Personal Financial Specialist (PFS) credential, a designation for CPAs who do financial planning.

Our firm is located in Portland, Oregon, near the Multnomah Village neighborhood.

Our investment advisory services are driven by and coordinated with each client's individual financial goals. Our approach uses broadly diversified portfolios and a systematic strategy to manage investments.

We follow strict fiduciary standards, putting our clients' interests before our own and seeking to avoid conflicts of interest with our clients.

We are compensated only by our clients.


9700 SW Capitol Highway, Suite 285 | Portland, Oregon 97219 | Phone: 503-244-8879 | Fax 503-293-4364 | email
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