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“My job is to create and maintain financial
peace of mind for our clients.”

“Making sure you have enough when you’ve had enough.”

Michael Eugenio, CFP®

Welcome to Eugenio Financial

  • Eugenio Financial is a fee-only financial advisor, ensuring our interests will always be aligned with your objectives.
  • We provide Portfolio Management & Financial Planning, customized and personalized to fit your goals and flexible to adapt to changes in your life.
  • Our approach is consultative and comprehensive. It centers on an on-going personal relationship built on trust.
  • We serve pre-retirees 50+, retirees,  people who have self-managed their investments and now see a need for an advisor and people seeking a second opinion.
  • Based in Lake Oswego, Oregon, we serve clients in Oregon, Washington and California.

Good portfolio management is based on solid financial planning.

We follow the Six Disciplines of a Good Financial Plan

  • Cash Flow

  • Tax Planning

  • Estate Planning

  • Retirement Planning

  • Insurance Planning

  • Portfolio Management