# Oregon Pacific Financial Advisors

Oregon Pacific Financial Advisors is a Bank / Wealth / Trust based in Medford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Medford, United States
- **Region:** North America
- **Address:** 210 West 8th Street, Medford, OR 97501, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** opfa.com
- **LinkedIn:** https://www.linkedin.com/company/oregon-pacific-financial-advisors

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Financial Services

## People

- Royal Standley — President & CEO
- Richard S. Todd — Financial Planner
- James Monroe — Financial Planner & Retirement Plan Specialist
- Magen L. Fong — Investment Advisor Representative of United Planners
- Chris Bautista — Registered Representative of United Planners
- Jenny Hamilton — Investment Advisor Representative of United Planners
- Avery Martin — Investment Advisor Representative of United Planners
- Audrey Isbell — Chief Operating Officer

## Questions

### Does Oregon Pacific manage institutional or third-party capital?

The firm advises individuals, high-net-worth clients, retirement plans, and small businesses. It describes services including financial planning, portfolio management, and retirement-plan administration. Oregon Pacific does not publicly report operating as a fund-of-funds, an outsourced CIO, or a manager of institutional LP capital.

### Who runs investment decisions at Oregon Pacific?

Royal Standley, the founder and president, leads the firm. A team of seven financial advisors and planners executes client strategies. The firm has not disclosed a separate chief investment officer role or investment committee, and its website presents a planning-led, rather than investment-led, service model.

### Does Oregon Pacific participate in direct investments or private deals?

The firm has not disclosed any activity in direct private-company investing, venture capital, real estate equity, or co-investment alongside GPs. Its published focus remains on financial planning, managed portfolios, insurance, and retirement-plan management for clients in the Pacific Northwest.

## Related profiles

- [Oregon Community Capital](https://altss.com/profile/oregon-community-capital)
- [Oregon Venture Fund](https://altss.com/profile/oregon-venture-fund)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oregon-pacific-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology