SMART MONEY MOVES
My mission is to provide you financial guidance for your wealth management journey. I welcome an opportunity to discuss my process. In summary, I get to know you, learn about your goals and dreams, then I deliver customized solutions.
When I'm your Financial Advisor, your wealth management journey will be delivered with friendly service, a familiarity and approachability you can feel.
Services
Financial Planning
Retirement Planning
Retirement Income Strategies
Tax Planning
Investment Strategies
Asset Allocation
College Savings Planning
Laura Andersen, Financial Advisor AAMS®, MBA - LPL Financial | Financial Advisor serving the greater Portland area, Oregon & Washington.
Licensed in Oregon, Washington, Idaho, Alaska, California, Arizona and Texas.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on
Services
Financial Planning
Retirement Planning
Investment Strategies
Asset Allocation
Tax Planning
College Savings Planning
LEARN WHY PEOPLE ARE MAKING THE SWITCH TO LAURA?
Experience and trust define Laura’s approach to wealth management. Read bio below.
I’m an independent financial advisor with LPL Financial, specializing in comprehensive wealth management, retirement planning, and investment strategies for high-net-worth individuals and families. I bring an MBA, more than five years of experience as a financial advisor, seven years as a business owner, and fifteen years in law enforcement—giving my clients a rare combination of strategic insight, disciplined decision-making, and unwavering integrity.
I help clients build, protect, and grow their wealth through personalized, tax-efficient financial planning. My approach is direct, transparent, and relationship-focused, making complex financial strategies easy to understand and implement.
My areas of expertise include:
-
High-net-worth wealth management and/or public service & first responders
-
Retirement planning and income strategies
-
Investment portfolio design and management
-
Tax-efficient financial planning
-
College and education planning
-
Family financial planning
-
Estate, legacy, and generational wealth strategies
Clients value my ability to simplify sophisticated planning, provide honest and actionable guidance, and deliver a high-touch experience centered around trust, clarity, and long-term results.
If you’re seeking a financial advisor who understands the unique needs of affluent families, public service & first responder families, business owners, and professionals—I would be honored to support your goals.
Comprehensive Services
Offering a full range of financial services for your convenience.
Experience
I have a diverse background and years of experience that contributes to me being prepared to serve my clients where they are today, so we can focus on the goals.
_edited.jpg)