Clarity Wealth Development
Todd Porterfield is a Portland, OR financial advisor and investment manager. Clarity Wealth Development specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Todd Porterfield is a fiduciary financial planner.
My name is Todd Porterfield and I am a Certified Financial Planner with Clarity Wealth Development.
Good financial advice helps you find and define your goals, dreams. It helps you transform your resources into your personal vision. Good financial advice is personal; it takes into consideration your unique situation, and good financial advice is tailored to you. Financial advice requires a deeper look than a mere peek at a balance sheet, account statements, and tax returns. A good Financial Advisor listens to you and responds to your personal needs and provides “outside of the box” thinking.
I’m a Financial Advisor because I love working with people like you, creatively constructing a plan that fits your needs. My mission is to work with you and your family. To understand and help you realize your financial goals, dreams, hopes and priorities and additionally to help you avoid any missteps and pitfalls along the way. I believe that financial planning is dynamic and, used properly, will help to navigate those funny curve balls that life throws at us.
I specialize in working with clients in their mid-30s to mid-50s who are still on the road to financial independence. My current clients in this particular demographic benefit from our unique blend of financial planning and coaching expertise for over 15 years. I have also worked extensively with educators across the country and, of course in my home state of Oregon. These relationships give me a deep understanding of the Oregon PERS system and how to find the best strategy for your situation.
I graduated from Oregon State University and I have worked for over 15 years as a Financial Advisor. I am highly trained in the area of financial planning and investment management. I am a member of the Financial Planning Association (FPA) and a member of the National Association of Personal Financial Advisors (NAPFA).
Todd is actively involved in his community as an active fundraiser for the Leukemia & Lymphoma Society supporting blood cancer research. He also supports the Feral Cat Coalition and the Oregon Humane Society through community projects and fund raising. In addition to this, Todd enjoys his time in the great Oregon outdoors.
Todd Porterfield's fiduciary obligation is governed by:
Clarity Wealth Development came into existence because Kay Dee knew there had to be a better way to help people invest and come up with a financial plan based on their goals. Kay Dee had been working from the broker side of the business, where selling product was first and advising came second. She came across the fee-only model, removing commissions from advice. When she was finalizing a name for the company her father was suffering from Alzheimer’s disease. Kay Dee chose the name Clarity Wealth Development. Clarity because having clarity is the key to making sound decisions. The last part of the name, Wealth Development, is because she not only want to help people manage money but also build and develop wealth. Wealth is having the style of living you want to have.
In January 2016 Todd Porterfield joined the firm. Todd also saw the value of holistic financial advice and is working in the Portland office. We felt we needed to expand our services, the demand is large for fee only advisors working under a fiduciary standard. Todd also helps clients in Bend, Southern Oregon and Corvallis as well.
Our mission is to help you navigate the financial planning process. You need basic knowledge and confidence. And you need an advisor willing to listen to you. We treat you with respect and dignity and supply you with timely information and education in helping you develop a solid strategy. Once we know your goals, then we help you implement a financial plan you can have confidence in. When you clearly know where you are going and how to get there, you are more likely to achieve your goals.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Todd Porterfield is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Todd Porterfield is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Todd Porterfield is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Todd Porterfield is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Todd Porterfield
0434 Sw Iowa Street
Portland, OR 97239