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Who We Serve

  • Retirees: 401(K) Rollovers, Social Security strategies, Estate Planning
  • Pre-Retirees: Investment upgrades, Financial Planning (Insurance, Budgeting, Credit-Debt)
  • Stewardship-Minded: Aligning values and investments with Faith-Based Strategies


How We Serve

  • Tailored Advice: Customized strategies based on individual needs
  • Trusted Guidance: Transparent, value-driven support
  • Values-Based Planning: Aligning financial plans with personal beliefs
  • Ongoing Support: Long-term client relationships, not just transactions



Contact Your Trusted Fiduciary Advisor Today!

Personalized Investment Growth Strategies

We know every person or small business is unique. So, why have “off the rack” investments? Discover more about “custom fit” portfolio construction with a Certified Fund Specialist (CFS®). 

Estate Planning and Wealth Preservation 

Conserving hard-earned wealth is a worthy goal, and often complex. Under the stewardship of the associates of OnMark, we strive to simplify the process and provide valuable guidance.

Customized Retirement Income Designs

Considering the three retirement distribution strategies, which is best for you? Is your current plan written, and does it integrate Social Security optimization designed to maximize lifetime income?

Financial Planning & Insurance Services

No plan, no Direction. Know your plan, and know your course. With life’s uncertainties, having the forethought and wisdom to prepare for contingencies creates confidence.



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Call Us Today!

Place a phone call to our office(503)726-5963

Retiring The 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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