Financial Advisors
Portland, OR
Thimbleberry Financial is a Portland-based financial advisory firm specializing in hyper-personalized financial planning for healthcare and technology professionals. Founded by Amy, the firm offers comprehensive services including retirement planning, investment management, estate planning, and end-of-life care decisions delivered through virtual consultations. They take a collaborative, non-judgmental approach—asking thoughtful questions, listening carefully, and explaining complex financial concepts clearly so clients can make informed decisions about reaching financial independence.
Ideal for: Healthcare professionals, Technology sector professionals, High-income earners seeking retirement planning, Individuals wanting personalized financial guidance and estate planning
Service area: Portland, Oregon and remote (nationwide virtual services)
Industry-Specific Expertise: Specializes exclusively in financial planning for healthcare and technology professionals, understanding the unique career trajectories, compensation structures, and financial challenges specific to these industries.
Holistic Planning Approach: Offers comprehensive services beyond basic financial planning, including estate planning and end-of-life care decisions, with biannual check-ins and proactive solutions tailored to each client's evolving needs.
Responsive, Personal Service: Provides rapid response times (typically within one business day) and flexible scheduling with video call availability, combined with exceptional listening and anticipatory problem-solving.
Address: 650 NE Holladay St Suite 1600, Portland, OR 97232
Phone: (503) 610-6510
Website: thimbleberryfinancial.com
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