Eugene
Discover personalized wealth management with Focus Partners Wealth, your Eugene financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Eugene
1400 Executive Pkwy
Suite 110
Eugene, OR 97401
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. As proud residents of the Emerald City just minutes from U of O, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
-
Your Eugene Team
-
Aimee Butler
CFP®
Senior Wealth Advisor
-
Sarah Kordon
CFP®, CRPS®
Senior Wealth Advisor
-
Moorea Monaco
CFP®
Wealth Advisor
-
Patrick Czerwinski
Associate Wealth Advisor
-
Elizabeth Gustafson
Client Service Associate
-
Kathryn Adair
Client Service Specialist
-
Ali Kavianian
CFP®
Regional Vice President
Enjoy some of our latest resources
-
April 07, 2026
The Hidden Cost of Waiting for a Better Entry Point
Successful investors know the biggest risk isn’t investing in the market at the wrong time—it’s never investing in the first place.
Watch the video -
March 30, 2026
Two-Minute Market Focus
A sustained kinetic conflict with Iran has created upside risk in energy prices since the start of the year. In this episode, Focus Partners’ Todd Jones explores if energy inflation is starting to seep into consumer prices, performance trends, and correction/recession indicators.
Listen to the podcast -
March 30, 2026
Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
Read the article