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.