Overview

We are the independent RIA arm of a multi-faceted financial services provider with HQ in Portland and an expanding, regional footprint with offices in Bellevue, Boise, Bend, and Portland. The RIA arm has approximately $1.2 B in AUM split between HNW individuals, retirement plans, and Non-profit organizations . We are planning-centric, using eMoney and our CFP as the basis to develop comprehensive planning leading to our own, internally-constructed investment portfolios. We are an active investment manager using primarily passive, index ETFs to construct our risk-based investment models. Our other services available to our clients at TPG include commercial insurance, employee benefit plans, personal insurance (HNW home/auto/umbrella), and individual life, disability, and long term care.

We are rapidly-growing and have room for talent to remain after a transition, with long term career paths available for staff in planning, investment, and operations paths.

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