Compound

Compound Planning is a family office based in Portland, Oregon. The company employs 69 people and generates $50 million in annual revenue. Compound Planning acts as a centralized hub for managing all aspects of personal finance, including taxes, investments, and borrowing. The company provides wealth management services to entrepreneurs, professionals, and retirees. Their goal is to empower clients to make sound financial decisions and achieve their financial objectives. Compound Planning offers a unique blend of personalized advice from trusted advisors and a user-friendly digital platform, designed to streamline the wealth management process. With over $1 billion in assets under management, Compound Planning has established itself as a leading wealth management firm. Their commitment to personalized service and a modern digital approach distinguishes them in the industry. For more information about Compound Planning and their services, visit their website at compoundplanning.com.