If it matters to you, It matters to us
Warm Insightful Guidance
Because Money Doesn’t Come with Instructions
Your financial journey begins here
We Start By Listening
Our dedication to you
You come first – always. You deserve good, objective advice from an experienced, educated and Accredited Investment Fiduciary. We are committed to you receiving what you deserve.
Why Victory Financial?
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"We take the time to listen and build trust with our clients."
EDUCATION. ADVOCACY. WISDOM.
How We Help
Our investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then we create a personal portfolio that is uniquely aligned with your goals and risk tolerance.
We're here for you
Financial planning and investing isn’t a one-time event, it’s just the beginning of an ongoing relationship with us that will continue as you go through life. Life happens, the world adjusts to events and things change and change again. We are here to help you determine the adjustments that need to be made as your life happens. We will meet on a frequency set by you and always welcome your call or email.
Women Rock!
Victory Financial Planning’s owner, Mary Moose, a woman who believes that women have a different relationship with money than men. Security is typically top of mind. That’s why we provide advice from an intimate perspective—one that acknowledges and addresses your concerns as well as your aspirations.
Get the help you need
SCHEDULE A COMPLIMENTARY CONSULTATION
Everyone talks about trust, we prefer to listen.
SCHEDULE A COMPLIMENTARY CONSULTATION
Everyone talks about trust, we prefer to listen.
It's your time to lead
We're here to help
With over 24 years of experience, we have the knowledge and expertise to provide the best possible advice on all things money. We’ll work with you one-on-one, to find the solutions that best fit your situation. Victory Financial is an independent – Registered Investment Advisor, committed to your success.
Expertise that goes beyond numbers
We handle everything from retirement planning and asset preservation strategies to estate planning. You’ll have access to to a team of professionals who will guide you through all the steps of developing a sound financial plan.
" We start by putting you at the center of every conversation. "
PLAN WELL. LIVE FULLY.
Smarter decisions. Greater possibilities.
A Different Perspective
Playing devil’s advocate and thinking outside the box are favorite pastimes at Victory Financial Planning. We do this to challenge the status quo and create new opportunities. We are fiercely independent and demand more of ourselves because we want to be the best. VFP is a full-service, woman owned, Registered Investment Advisor with a deep bench and a wealth of experience. Our approach looks at you, the whole person, not just your money.
We insist on 100% Transparency
More than just finances
What keeps you up at night?
Our collaborative process allows you to be a part of every step of the process
Not your parent’s Financial Advisor
We are always there for you, no matter what…
Warm and Insightful Financial Guidance
Victory Financial Planning is a Firm steeped in experience and education.
As a Registered Investment Advisor, Victory Financial Planning is held to the highest standard
in the industry, the Fiduciary Standard. Doing what is in the best interest of our clients is, and
always has been paramount. We insist on 100% transparency and there is no ambiguity in our
recommendations. We leave the jargon and the suits for the big boys.
FINANCIAL PLANNING DONE RIGHT
More strategies. More options. More transparency.
Let’s Get To
Know Each Other
Financial Planning in Portland, OR
For Women looking for financial advice and guidance, look no further then Victory Financial Planning in Portland, OR. Our expert team provides women with the financial planning support they need. Removing the frustrations of working with those who may not understand a woman’s unique needs and goals.
We Are Different. We see You.
Our financial advisors for women do what others may not. First, we go deeper. We hear your story. We understand the nuances. Then we provide compassionate, independent, and objective guidance to help you make the best decision for your financial future.
So talk to a woman’s financial advisor today who truly understands you and wants to provide the compassionate guidance you need. Contact Victory Financial Planning in Portland, OR for a consultation. Let’s get the process started.
Strategic Financial Services in Portland, OR
At Victory Financial Planning, we provide customized strategic financial services to individuals and businesses of all sizes in the Portland Metro and Lake Oswego area.
Our team of local investment advisors and wealth management consultants stand ready to help all Portland and Lake Oswego residents with their financial needs.
Here are just some of the services our financial planning firm offers,
[1] Retirement Planning Services
[2] Investment Strategies
[3] Tax Planning Strategies
[4] Divorce Coaching
[5] Estate Coaching
Our team is dedicated to working closely with you to ensure you have an expert by your side that understands your every concern and need. We want you to be confident in every decision you make. So, when you choose our financial planning firm, expect 100% transparency.
We try to present information without bias, allowing you to fully understand all the risks and opportunities involved.
If you want a different type of financial advisor, one that is dedicated to your long-term success, put your trust in Victory Financial Planning in Portland, OR. Contact us now to set up a consultation.
Financial Planning in Portland, OR
We Are Different. We see You.
Our financial advisors for women do what others may not. First, we go deeper. We hear your story. We understand the nuances. Then we provide compassionate, independent, and objective guidance to help you make the best decision for your financial future.
So talk to a woman’s financial advisor today who truly understands you and wants to provide the compassionate guidance you need. Contact Victory Financial Planning in Portland, OR for a consultation. Let’s get the process started.
Strategic Financial Services in Portland, OR
At Victory Financial Planning, we provide customized strategic financial services to individuals and businesses of all sizes in the Portland Metro and Lake Oswego area.,
Our team of local investment advisors and wealth management consultants stand ready to help all Portland and Lake Oswego residents with their financial needs.
Here are just some of the services our financial planning firm offers,
- Retirement Planning Services
- Investment Strategies
- Tax Planning Strategies
- Divorce Coaching
- Estate Coaching
Our team is dedicated to working closely with you to ensure you have an expert by your side that understands your every concern and need. We want you to be confident in every decision you make. So, when you choose our financial planning firm, expect 100% transparency.
We try to present information without bias, allowing you to fully understand all the risks and opportunities involved.
If you want a different type of financial advisor, one that is dedicated to your long-term success, put your trust in Victory Financial Planning in Portland, OR. Contact us now to set up a consultation.