Carlton Advisors, LLC
Registered Investment Advisor
Phyllis H. Carlton, CFP® CCPS

2875 Marylhurst Dr. Suite 100
West Linn, Oregon 97068

Phone: 503.704.4566
Fax: 503.635.6668
phyllis@carltonadvisors.com

Fee-only financial planning & advisors

Planning your financial future has never been more complicated.

The opportunities for great success or painful loss have never been more acute. If you are looking for an independent, objective, fee-only financial planner or financial advisor in the Portland area, look for five key signs that you have found the right person for you:

Phyllis Carlton designed Carlton Advisors to provide objective and independent consulting services. Clients can by-pass the traditional commission or asset based providers and pay on a fee-only basis for financial planning and advising based on Phyllis' 30 years expertise in the banking and investment business in the Portland area.

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