AIO Fee Only Financial Advisors is an independent, comprehensive, fee-only financial planning firm. The team is unbiased, acting as fiduciaries dedicated solely to meeting client needs. They provide valuable insights and sound, useful advice on all aspects of financial well-being, including asset management, retirement planning, and taxes. The advisors are very knowledgeable, detail-oriented, and organized, making sound recommendations based on the market. They are good listeners who answer every question in an understandable and articulate manner, providing periodic one-on-one reviews. The service is highly recommended, with clients noting outstanding guidance through market changes and excellent growth. The firm has an office in Lake Oswego, OR and works with clients virtually throughout the US.
Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.
January 2024
It's always an excellent experience meeting with Bill Holiday. He's very organized with good use of visuals. Takes the time to answer all questions in an understandable and articulate manner. He's a good listener and is not overly directive. The advice has always been sound, useful, and consistent with who we are.
