Illuminate Financial Group is an experienced team of Financial Advisors based in Portland, Oregon. We are a boutique-style firm with the resources of one of the largest financial firms in the U.S. Our focus is to provide a world-class client experience and cutting-edge financial strategies.
Founded in 2016, Illuminate Financial Group was the merger of two Financial Advisors, Grahm Porozni and Jim Meurer. Grahm and Jim realized their clients would be better served if they combined their capabilities and client service experience. Their vision was to create a place where clients feel like family and staff are excited to come to work every day. They are proud to have created a firm that understands that the people we work for and work with are truly what make a business great.
Our mission is to light the way to our clients’ financial success. We do this through our Illumination Process. This process was created by combining our experience in the industry and our in-depth knowledge to a continued commitment to education and feedback from clients. At the end of the process, we provide customized guidance and forward-focused strategies in a way that is understandable. We value each client as a lifelong relationship and want to serve our clients’ financial futures through planning, protecting, and investing.
Our mission is to light the way to our clients’ financial success.
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ORGANIZATIONS WE SUPPORT
Here at Illuminate Financial Group, we are proud to support causes that mean a lot to our team and clients. Habitat for Humanity, Neighborhood House, and Birch Community Services are just a few of the many programs that hold a special place in our hearts and that we support financially and through volunteering. We also support local schools and nonprofit programs focused on financial literacy and food insecurity.
RELATIONSHIP WITH EQUITABLE ADVISORS
Being in alliance with a large Fortune 500 company has many benefits, including access to the markets, a vast array of products to fit our clients’ unique circumstances, continuing education, robust compliance oversight, and much more. This benefits our clients as we operate like a boutique firm with the support, access, and structure of a large institution. It’s the advantage of both.