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
What would change if you had a clear path for every financial decision ahead?
02
Employer-Sponsored Retirment Plans
Does your company retirement plan truly serve the employees and the business?
03
Investment Management
A disciplined investment strategy built to perform through every market cycle—focused on your goals, not the headlines.
04
Business Transition Planning
What’s your plan to turn years of work into lasting value—and ensure your business is truly ready when it’s time to step away?
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