Financial Advisors in Eugene, OR
1400 Executive Pkwy
Suite 110
Eugene, OR 97401
Focus Partners Wealth is your locally based investment advisor in Eugene, OR - 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 in Eugene, OR. 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.
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Your Eugene Team
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Aimee Butler
CFP®
Senior Wealth Advisor
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Sarah Kordon
CFP®, CRPS®
Senior Wealth Advisor
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Moorea Monaco
CFP®
Wealth Advisor
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Patrick Czerwinski
Associate Wealth Advisor
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Elizabeth Gustafson
Client Service Associate
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Kathryn Adair
Client Service Specialist
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Ali Kavianian
CFP®
Regional Vice President
Enjoy some of our latest resources
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August 04, 2026
Quarterly Perspectives: What the Markets Are Telling Us
Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.
Watch the video -
August 04, 2026
Optimizing Equity Compensation: Stock Options, RSUs & Taxes
For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.
Watch the video -
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
Read the article