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© 2018 by Handcrafted Financial Values LLC

An Oregon benefit company

Located in Portland, Oregon

503-893-9708

All photographs taken by Tim Martin or used with permission.

See "Home" page for legal disclaimer and disclosures.

Welcome to

Handcrafted Financial Values

Authentic & Socially-Conscious Financial Advice
 

Handcrafted

We help people integrate their personal values with their finances. We start by listening.  What is important in your life?  Your true "net worth" is more than your monetary assets.  We help you evaluate your human capital, social capital, and personal values. Only then can you truly assess your financial needs.  When your financial capital becomes just one portion of your personal net worth, the anxiety over finances tends to subside.

You will be more than just another account to manage.  You’ve built a career, wrestled with your values, and developed personal passions.  Your finances should be just as intentional — and should support your life goals!

Financial

As a registered investment adviser, Handcrafted Financial Values provides professional, fiduciary financial advice through two types of services:

  1. Comprehensive Financial Planning

    • We review your entire financial picture, discuss your life goals, present options, generate a Financial Planning Policy Statement, and create an action plan to align your finances with your life goals and values.  ​We then help you implement the plan, monitor your plan, readdress areas on a regular basis, and wait on standby to provide advice when the unexpected happens.

  2. Investment Management

    • We explore your risk profile, develop an Investment Policy Statement, implement your desired portfolio, and rebalance when appropriate. If you are interested in Socially Responsible Investing (SRI), we would love to help you integrate your values into your investments.​

 

Values

We conduct values-based planning.  We help clients infuse their values into their financial decisions, whether that involves budgeting, supporting your local community, or Socially Responsible Investing (SRI).

Are you intentional about what you eat, what you buy, or the organizations you support?  Do you want your finances to be just as intentional?  We believe your life goals and values should drive your financial plan — not the other way around.

As an Oregon benefit company, Handcrafted Financial Values LLC is committed to promoting the common good.  We accomplish this by offering full financial planning services with no asset minimum, by providing SRI options, and by volunteering in the local community.
 

We further express our values by providing independent & fiduciary advice to all clients and on all types of accounts.

 
 

HANDCRAFTED FINANCIAL VALUES

Our mission is to help socially-conscious people integrate their values with their finances and help them utilize their money – not only to achieve a great life – but as a tool to further the causes they support.

  • Comprehensive Financial Planning
  • Investment Management
  • Fee-only, Independent Advice
  • No Minimums
  • Socially Responsible Investing
  • Fiduciary Advice
  • Virtual Meetings
  • Robust Risk Assessment

New car or used car?

 
 

HANDCRAFTED FINANCIAL VALUES LLC (“HFV”) is a registered investment adviser offering advisory services in the State of Oregon and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by HFV in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of HFV, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by the firm as to another party’s informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.  None of the information provided on this website is intended as investment, tax, accounting, or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.  The information should not be relied upon for purposes of transacting securities or other investments.

If the Form ADV Part 2 document fails to download, please check your browser settings or search for Handcrafted Financial Values on the SEC's Investment Adviser Public Disclosure website located at https://www.adviserinfo.sec.gov/. Or, contact us to view either of the above documents.