Halcyon Financial Planning, LLC

Halcyon Financial Planning is a registered investment advisory firm offering financial planning and investment management services. We specialize in assisting individuals and families working toward financial independence, whether that means an eventual retirement or the start of their next great adventure. The defining characteristic of our clients is their desire to make more informed financial decisions that better align with their own values, goals, and lives. Using a comprehensive approach we provide the framework they can use to evaluate their options, align their resources, and tackle the hard decisions as they come. The Basics Fee-only Independent Fiduciary Duty to Clients Comprehensive Planning Passive Investment Philosophy Our Beliefs We believe in empowering our clients to make better financial decisions. As an advisor, we understand it is not our job to choose the path for you, but to provide the support you need for your own, personal journey. Our Name Halcyon comes from the Greek myth of Alcyone. According to legend, for two weeks each winter, Aeolus, father of Alcyone, calms the winds and waves so Alcyone, in the form of a kingfisher bird, can safely make her nest on the beach and lay her eggs. From this, Halcyon has come to mean a period of great peace and calm, characteristics we strive to impart to your financial life.

Address: 21900 Willamette Dr Suite 210, West Linn, OR 97068, USA

Phone: +1 503 928 4412
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