# Preisz Financial

Preisz Financial is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** 4525 Southwest Condor Avenue, Portland, OR 97239, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** preisz.com
- **LinkedIn:** https://www.linkedin.com/company/preisz-financial

## Regulatory record

- **CRD number:** 144469
- **SEC file number:** 801-115031
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144469

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Michael A. Preisz — President & Founder
- Tom Davenport — Chief Investment Officer, Shareholder
- William A. Preisz — Chief Compliance Officer, Director, Retirement Plan Services, Shareholder
- Carol Q. Bethune — Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional
- Robert Beswick — Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

## Questions

### Does Preisz Financial operate company-sponsored retirement plans alongside personal wealth management?

Yes. The firm's dual-pillar model offers 401(k) and profit-sharing plan design, administration, and advisory services to business clients while concurrently managing individual portfolios and financial plans. This creates a single-provider relationship for business owners who want their corporate benefits and personal wealth managed in concert.

### How is the firm compensated?

Preisz Financial operates as a fee-only, fiduciary RIA without proprietary products. It states on its website that it adheres to a strict fiduciary standard and offers full transparency on fees. The firm does not earn commissions from product sales, though it facilitates insurance placement for business clients as part of its benefits-advisory service.

### Who owns Preisz Financial?

The firm has not publicly disclosed its full ownership structure beyond naming Michael Preisz as founder and president, and Tom Davenport and William Preisz as shareholders. No outside private-equity investment or external parent company is referenced on the firm's website.

### What investment strategies does Preisz Financial avoid?

The firm's own materials do not delineate explicit sector or strategy exclusions. As an open-architecture RIA, Preisz selects third-party funds and strategies based on client fit. It does not market in-house proprietary products, concentrating instead on financial planning and manager selection.

## Related profiles

- [PreIPO Capital Partners](https://altss.com/profile/preipo-capital-partners)
- [Prelude Growth Partners](https://altss.com/profile/prelude-growth-partners)

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

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