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Willamette Financial Advisors
Willamette Financial Advisors operates as a multi-family office. Ronald A. Barry and James M. Jones serve as co-founders and principal members.
Willamette Financial Advisors
Willamette Financial Advisors operates as a multi-family office. Ronald A. Barry and James M. Jones serve as co-founders and principal members. The firm addresses asset preservation, succession planning, and investment oversight for its clients. The firm allocates across real estate and maintains exposure to AgriTech & FoodTech, ClimateTech, Digital Health, Energy Transition & Renewables, FinTech, and Healthcare Services. It incorporates AI/ML considerations within its technology focus. All activity remains within North America. The firm participates in the Portland Financial Advisors Network. The firm employs four named professionals. No additional offices appear in available records. No dated operational events from the last 24 months are documented. The firm functions through a network of independent fee-only planners in the Portland area, which shapes its local sourcing and compliance structure.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Portland
Corporate office
Portland, United States
Principals
Ronald A. Barry
Co-Founder and Principal Member
James M. Jones
Co-Founder, Principal Member, and Chief Compliance Officer
Rich Steronko
Financial and Investment Advisor
Dana Gardner
Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Willamette Financial Advisors?
Ronald A. Barry and James M. Jones serve as co-founders and principal members. Rich Steronko and Dana Gardner act as financial and investment advisors. James M. Jones also holds the Chief Compliance Officer title.
Does Willamette Financial Advisors participate in fund commitments or only direct deals?
Available records show a focus on direct real estate holdings and discretionary client assets. No fund commitments or external GP relationships are documented.
What investment stages does Willamette Financial Advisors typically target?
The firm targets real estate and sector strategies without specified stage preferences in public materials.
Where does the underlying wealth come from?
No specific family wealth origin is publicly disclosed.
How is Willamette Financial Advisors related to the Portland Financial Advisors Network?
The firm maintains membership in the Portland Financial Advisors Network, a group of independent fee-only planners in the area.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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