What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 1pm

Allium Financial Advisors, LLC

Home
United States
Lake Oswego, OR
Allium Financial Advisors, LLC

A boutique, independent, multi-family office focused on holistic wealth management.

10/07/2026

The year-end scramble is avoidable. Many financial planning moves, like maxing contributions, harvesting losses, and using up FSA funds, have deadlines that sneak up in December.

October is when there's still time to do something about it. Book your year-end review now, not the week before New Year's Eve!

Investing involves risk, including the possible loss of principal. This material is for informational purposes only and is not intended as individualized investment advice. The strategies and planning considerations discussed may not be appropriate for everyone. We do not provide tax or legal advice. Please consult with a qualified tax or legal professional regarding your individual circumstances.

09/23/2026

Investments, taxes, retirement planning, estate considerations, and business decisions often influence one another. We help bring those moving pieces together so your strategy works as a whole.

09/09/2026

Successful investing isn't about reacting to every headline.

Our team continuously monitors portfolios and market conditions to help keep your investment strategy aligned with what matters most to you.

08/26/2026

Retirement planning involves more than reaching a number.

Your Allium financial team is here to cover your bases and help set you up for success.

08/12/2026

Confidence often comes from preparation.

We're here to help you build a strategy designed around your goals and priorities.

07/22/2026

The value of advice isn’t measured only during major milestones.

Sometimes it’s found in the small decisions made consistently over time. Having a trusted team to help evaluate opportunities, risks, and next steps can make a meaningful difference.

That's where Allium comes in.

07/08/2026

How do you want to spend your retirement?
What legacy do you hope to leave?
What opportunities do you want to create for your family?

At Allium, we believe meaningful planning starts with understanding what matters most to you.

06/24/2026

Your goals are personal. Your guidance should be too.

Partner with a local team that knows your neighborhood and is always in your corner.

06/10/2026

A thoughtful succession plan helps protect the value you’ve worked hard to build. More importantly, it provides clarity and stability for stakeholders — offering confidence that, through leadership changes or life transitions, your business is positioned to continue thriving.

Learn more about what Allium can do for business owners planning for the future. https://www.alliumfinancial.com/services/business-owners

05/20/2026

Allium is more than one advisor — it’s an entire team moving in the same direction.

From admin to executives, we collaborate daily to put your financial goals first, always.

Address

310 N State St Suite 208
Lake Oswego, OR
97034

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 1pm

Website

http://www.alliumfinancial.com/

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