Oregon Pacific Financial Advisors

Oregon Pacific Financial Advisors

Founded in 1995 by Royal Standley, Oregon Pacific Financial Advisors operates from Medford, Oregon, serving private clients and businesses across the Pacific Northwest. The firm discloses no underlying family wealth or institutional capital base — it functions as an independent advisory practice, with advisors acting as representatives of broker-dealer United Planners. Standley, who holds designations including ChFC, AIF, CLTC, and CRPS, leads a team that includes financial planners, retirement-plan specialists, and administrative staff. The firm's investment posture centers on financial planning that covers retirement-income strategies, estate planning, insurance, tax management, and education funding. On the institutional side, Oregon Pacific designs and administers employer-sponsored retirement plans for businesses. The firm publishes no direct-investment track record, no private-market portfolio companies, and no proprietary fund vehicles. Its advisory model is generalized wealth management — not a discrete institutional allocation program — and the website lists no geographic footprint beyond the single Medford office. The team stands at 14, according to the firm's website, with planners holding designations such as CFP, CRPC, and CPFA. At least four advisors, including Magen L. Fong, Chris Bautista, Jenny Hamilton, and Avery Martin, are registered through United Planners, a Phoenix-based independent broker-dealer. Oregon Pacific's recent community-facing activity includes a podcast episode featuring Royal Standley and client-education events on retirement and business transition topics. No filings indicate a separate philanthropic foundation, real-asset arm, or club co-investment vehicle. Structurally, Oregon Pacific differs from most family offices in this database because it is not a single-family or multi-family vehicle. It functions as a multi-advisor RIA with its investment-advisor representatives operating under a third-party broker-dealer. The firm's governance is concentrated in Standley as president and CEO, supported by COO Audrey Isbell. There is no publicly disclosed succession plan, external board, or institutional-investor mandate — the firm serves retail and small-business clients rather than a single balance sheet.