Michelet Financial brings Fortune-500 financial discipline to Portland families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Oregon's high state income tax makes tax-efficient investing essential for Portland high earners and business owners.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Portland investors and Multnomah County.
Comprehensive planning for Portland households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Portland professionals and owners preparing for the next chapter.
Portland clients get year-round tax strategy woven into their investment plan, with flat-fee transparency.
Yes - we work with clients throughout Portland and the surrounding the Portland metro, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Portland's economy blends technology (the Silicon Forest), athletic and apparel brands (Nike), and a strong small-business culture. Tech and corporate professionals with equity comp benefit from tax-efficient diversification.
Oregon's high income tax and lack of sales tax make income-side planning especially important for Portland earners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Portland, OR clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.