Financial Guidance as Unique as You Are…

At Tetralogy Financial Planning Group, we craft personalized financial plans rooted in trust, integrity, and a deep understanding of your life goals - because no two financial journeys are the same.

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Financial Advisors in Eugene, OR: Tetralogy Financial Planning Group

We are committed to building deep, long-term relationships with you because the best financial decisions grow from knowing where you’ve been and where you’re going.

We operate differently than your average financial advisors. Rather than assigning you a single advisor, we work as a team, pooling our expertise in every service we provide. With over sixty years of combined experience, we take best practices from across the investment industry and blend them to create a tailored approach suited to the unique dynamics of your financial narrative.

Wherever you are in your journey, we’re eager to come alongside you and support your goals. Whether you’re saving for college, buying a house, navigating the tax minefield, maximizing your investments, or managing your retirement income we’re here to help you plan each chapter of your life, never losing sight of the whole story.

To learn more about our team members’ regulatory history please see FINRA’s BrokerCheck.

Our focus is your financial well-being.

Let's Work Together

Our Financial Planning Services

We provide holistic financial planning in Eugene, designed to support you through every stage of life. Our team-based model means you benefit from diverse expertise and a collaborative approach to:

Retirement Planning (Pre-Retirement)

If you’re still working but retirement is on the horizon, we help you prepare with:

Customized retirement income projections
401(k), Roth IRA, and IRA strategies
Tax-efficient savings planning
Risk management and insurance review

Planning ahead is key to ensuring a stress-free retirement. Whether you're five years away or fifteen, our advisors help you get organized, optimize your contributions, and stay aligned with your future lifestyle goals. We focus on building a plan that's flexible, personalized, and adaptable as your circumstances change.

Retirement Income Management (Post-Retirement)

If you’re already retired or retiring soon, we help turn your savings into a reliable income stream:

Withdrawal strategy development
RMD planning
Social Security and pension optimization
Portfolio adjustment for stability and longevity

We understand that retirement isn’t just about stopping work—it’s about making your assets last while still enjoying life. Our goal is to help you feel confident that your income plan will support you for the long term.

Wealth Management & Investment Services

Our financial advisors provide clear, evidence-based investment guidance:

Asset allocation and rebalancing
Market strategy tuned to your risk tolerance
Long-term portfolio growth
Fee-based, fiduciary-driven investment management

We serve clients with $100k+ in investable assets, often with total net worths of $250k or more—though we welcome anyone committed to planning ahead. Whether you're focused on preserving capital, growing wealth, or funding a legacy, we’ll align your portfolio with your personal goals and comfort level.

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Why Work with a Financial Advisor in Eugene, OR?

We get it—you have choices when it comes to financial advisors in Eugene, OR. So what makes us different?

Local Focus

As a local firm serving Eugene and Springfield, we understand the financial landscape and lifestyle goals of our community.

Team-Based Approach

Unlike many firms, you won’t be working with a single advisor in a vacuum. You get a team of financial planners collaborating on your behalf.

Relationship-Driven

Financial planning isn’t a transaction; it’s a long-term partnership. We take the time to know your story and help shape what comes next.

Fiduciary Commitment

We always act in your best interest—no commissions, no hidden agendas.

Meet the Team Behind Your Financial Success

At Tetralogy, our advisors bring a wide range of expertise, backgrounds, and perspectives—all aligned with a common goal: helping you feel confident in your financial future. From retirement specialists to portfolio strategists, every member of our team contributes to your plan.

You can verify our team’s regulatory history on FINRA’s BrokerCheck for full transparency.

What It’s Like to Partner With Tetralogy

We make getting started simple—and stress-free.

Initial Consultation

No pressure. Just a conversation about your current goals and concerns.

Comprehensive Planning

We analyze your financial picture and build a custom strategy.

Implementation & Monitoring

We guide you through every step, adapting your plan as your life

Ongoing Partnership

You’re never alone. We're always available via phone or email.

Frequently Asked Questions

A financial advisor helps individuals manage their finances by creating personalized plans for saving, investing, retirement, and more. At Tetralogy, we focus on long-term strategy and relationship-based planning.
No. Our clients have diverse financial backgrounds, but they all share a desire for intentional planning. Typically, our clients have investable assets of $100,000 or more.
We use a team-based model to give you more well-rounded support. You’ll never feel like just a number, and your plan will be crafted with input from multiple professionals.
Yes. We specialize in retirement income strategies that are designed to last, including Social Security planning and sustainable withdrawal methods.
While we are based in Eugene and love serving our local community, many of our clients come from nearby areas like Springfield and throughout Lane County.

Let’s Build a Financial Plan That Works for You

Whether you’re preparing for retirement, managing your investments, or planning for the next chapter, you deserve a financial advisor in Eugene, OR who understands your values and vision. At Tetralogy Financial Planning Group, we’re here to offer personalized guidance rooted in integrity and teamwork.

Call us today at (541) 600-3344 or fill out our secure online form to schedule your free consultation. Your financial future starts with a conversation.