# Willamette Financial Advisors

Willamette Financial Advisors is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, United States
- **Founded:** 2017
- **Assets under management:** 117 (Altss estimate)
- **Website:** www.wfinadv.com
- **LinkedIn:** https://www.linkedin.com/company/willamette-financial-advisors-llc

## Regulatory record

- **CRD number:** 173482
- **SEC file number:** 801-112193
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173482

## About

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.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Digital Health
- Energy Transition & Renewables
- FinTech
- Healthcare Services

## People

- 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

## 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.

### 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.

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

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

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