Between balancing a budget, saving & investing for goals, and planning for the unexpected, having a solid financial plan in place helps to streamline the many factors involved in life. By utilizing a trusted advisor, clients gain access to a valuable resource for issues such as investments, taxes, retirement, and estate planning. We look forward to creating a custom plan and making recommendations based on your unique circumstances and priorities.
Any productive long-term relationship starts with a strong foundation of communication. We like to get to know our clients and make sure they know our background and how we can work with clients. Then we analyze your goals and compare them to your current portfolio and plan. We then recommend a strategy utilizing time tested programs and investments designed to pursue your goals within your individual risk tolerance.
By partnering with LPL Financial, clients recieve access to a robust suite of investments and insurance vehicles. As a registered Investment Advisor Representative and investment fiduciary, you can count on objective recommendations and impartial guidance.
Steven Estes is the Founder of Andros Wealth Management. He began his financial advisory career in 2008 as a representative with a regional Broker-Dealer, and transferred to a larger Broker-Dealer in 2012. In 2017 he became an Independent Financial Advisor with LPL Financial. He holds his series 6, 7, 63, 65 with LPL Financial, and Life/Health licenses and currently serves clients in Oregon, Washington, and California.
He resides in Beaverton, OR with his wife, Vasiliki, and their dog- Tucker. They spend their leisure time enjoying the beautiful outdoors of the Pacific Northwest and engaging with their local community through numerous non-profit fundraisers and volunteer opportunities.
LPL is focused on providing our advisors with services, tools, resources, and training to help them manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs and goals of their clients rather than logistics. We are 100% committed to the success of the financial advisors we serve.
Our open product architecture and innovative fee-based programs, coupled with our research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.
Independent research — Our Research team provides research on mutual funds, separate accounts, annuities, alternative investments, equities, fixed-income securities, and more. With a focus on performance, service, and transparency, our research team delivers timely perspectives on the ever-changing economic marketplace, helping advisors to help their clients understand and adjust to the latest developments.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, California, and Washington.
10260 SW Greenburg Rd, Ste. 400 Portland, OR 97223