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SMB Financial

Custom Wealth Management & Executive Benefits

(503) 387-3222


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People worry about money. It is Brian’s goal to help people get organized, create a plan, and STOP worrying about money.

He does this for individuals through financial planning and wealth-management. He helps businesses do this for their employees with 401k’s and other retirement plans.

Brian is an entrepreneur and business owner, and deeply enjoys working with other business owners as he is familiar with the particular issues unique to that group.

11535 SW 67th Ave
Tigard, Oregon 97223
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