What will you do with your independence?
Independence brings freedom. Freedom to experience and impact the world. Let us guide you through the process of desigining your path to independence.
01
Financial Planning & Coaching
We will work with you to create a personalised plan to help you achieve your financial goals.
02
Investment Management
We will work with you to create a personalised plan to help you achieve your financial goals.
03
Employer-Sponsored Retirment Plans
We will work with you to create a personalised plan to help you achieve your financial goals.
04
Business Transition Planning
We will work with you to create a personalised plan to help you achieve your financial goals.
Our Values
Team
Working as a group to accomplish something bigger than ourselves.
Ownership
Taking responsibility and being accountable for the quality and timeliness of an outcome.
Initiative
The power or opportunity to act or take charge before others do.
Curiosity
Looking for a better way or just asking, “Why?”
Giving Back
Just a few examples of where the team at Eldon Reese Advisory Group gives back to our community. Feel free to join us.
Annual Golf Tournament
Prior to the pandemic, we hosted and sponsored a golf tournament to benefit local youth sports and activites. Funds raise from this tournament have been used to sponsor after-school soccer leagues, basketballs and shoes for players, art supplies for teachers, and other education resources. Our next scheduled tournament will be held in 2027.
SOS Shelter at Orenco Station (Sonrise Church)
A severe weather shelter serving men, women, and couples without children. The shelter operates Decemeber – February each winter. They provide dinner, breakfast, beds, and showers for up to 50 homeless individuals each night.
Website
(503) 640-2449