Financial Solutions for Small Businesses & Trades
Empowering Portland's small businesses and tradespeople with expert financial guidance
Local Expertise
Deep understanding of the Portland Metro area's business landscape and unique market challenges.
Industry Focus
Specialized in serving small businesses and trade professionals with tailored financial strategies.
Portland Metro Area
Conveniently located to serve businesses throughout the greater Portland metropolitan region.
We understand the unique challenges faced by small businesses and tradespeople in the Pacific Northwest. Our team provides comprehensive financial advisory services tailored to help you grow your business, manage cash flow, and plan for the future.
Our Team
Meet the dedicated professionals working to deliver exceptional service and value to our clients.
John Wagner
Founder - Financial t
BS: Finance - Oregon State University