SPRINGWATER – INDEPENDENT, FEE-ONLY ADVICE

As a Springwater client, you can be certain that we’re committed to doing what’s best for you – not what’s best for us.  Here’s why:

As an independent firm, we work only for you and our other clients.  There’s no head office in San Francisco, Chicago or New York dictating what our priorities should be.  You are our priority.

As a fee-only practice, we don’t sell any products, or accept commissions, referral fees or other third-party payments.  We’re compensated only by our clients.

As fiduciaries by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.

OUR TEAM

Experience matters.  We’ve been advising clients for a long time – you can tell by the grey hair…

 

Jim Corbeau

Jim Corbeau

Principal & Co-Founder

Terry Donahe

Terry Donahe

Principal & Co-Founder

Frank Remund

Frank Remund

Financial Advisor

Caitilin Aiken

Caitilin Aiken

Director of Client Experience

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

133 Mission Street
Santa Cruz, CA 95060

SCHEDULE A CONSULTATION

If you’d like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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