Thaddeus Allen, CFP®

Lead Advisor | Portland | 503.850.7006

How do I help clients live a richer life?
I work with clients to help them identify and achieve their life goals. I am always fascinated by their stories and circumstances and care deeply about making a difference in their lives. As a Personal CFO, I take a collaborative approach in understanding the needs and dreams of our clients and highlight the importance of discipline on their path toward long-term success.

How do I spend my time outside of Brighton Jones?
My wife Amanda and I enjoy spending as much time as possible outdoors with our two boys, Carter and Rory. When we are not out rafting, mountain biking, hiking, camping, or skiing, you can find us at home with books, movies, or board games enjoying each other’s company. Any additional time spent is with friends or finding ways to support the charities that matter most to us.

Articles by Thaddeus Allen, CFP®

Financial Planning in the Divorce Process