Preisz Financial

Overview

Preisz Financial launched in 1991 under founder Michael Preisz, a credentialed planner holding AIF, CFP, CLU, and ChFC designations. The firm is anchored in Portland, Oregon, with a single office on Southwest Condor Avenue and reports an average employee tenure exceeding ten years. It markets itself as a fiduciary, fee-only Registered Investment Adviser with no proprietary products. The firm's investment posture spans personal wealth management and corporate retirement-plan services — a dual-pillar model serving both individuals and businesses. For individual clients, Preisz provides financial planning, portfolio management, and estate-planning coordination. On the corporate side, the firm designs and administers 401(k) and profit-sharing plans, executive compensation programs, and business-continuity arrangements, alongside life and disability insurance offerings. The firm cites an "open-architecture" approach, selecting third-party strategies without proprietary product bias. Preisz Financial manages over $632M in administered assets for a client base exceeding 1,200 households and businesses. Tom Davenport, a CFA charterholder, serves as Chief Investment Officer and shareholder, partnering with Michael Preisz and Chief Compliance Officer William Preisz in firm leadership. The website lists ten named professionals, including advisors with CFP, CLU, ChFC, and MBA credentials. The firm operates from one location with no disclosed adjacent vehicles, philanthropic foundations, or real-asset arms. Preisz Financial's architecture is that of a captive wealth manager for the Oregon mid-market, not a multi-generational family office. Its structural differentiator is the integration of personal financial planning with employer-sponsored retirement-plan advisory under one fiduciary RIA roof — a bundling approach that ties advisor stickiness to business-owner relationships rather than family patriarch dynamics. PREISZ FINANCIAL was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-27, it reported 10 employees; 352 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.