- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- Middle Income Client Needs
Tualatin, OR 97062
Lake Oswego, OR 97035
Sherwood, OR 97140
Andy Tilp is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Andy Tilp, CFP®, is the founder and president of Trillium Valley Financial Planning, LLC.
“Helping families with their financial plans has been a lifelong passion. Too often, I see families who have been financially damaged resulting from poor advice or by the sale of financial products that only enrich the salesperson. My firm’s mission is to provide a positive solution that serves your interests and your goals.”
Andy, a CERTIFIED FINANCIAL PLANNER™ started Trillium Valley Financial Planning in 2009, continuing his life-long entrepreneurial spirit, which he began in his teenage years by establishing successful businesses even before he was eligible to drive. After serving a 4-years in the US Air Force, living abroad for 3 years, earning a BS in Electrical Engineering and later an MS in Computer Science, Andy carried this entrepreneurial spirit forward into a high-tech career. This included starting his own software company, working for a high-flying startup. He also gained valuable business experience managing complex software projects in large, well-established corporations. Andy received his Executive Certificate in Financial Planning from the University of Portland in 2009.
In addition, to help the next generation start on a solid financial footing, Andy teaches a semester high school course on Personal Financial Literacy. “It is very important that today’s young men and women have a good understanding of the financial world that awaits them in their adult lives.”
Also, in conjunction with Janet, his wonderful wife of 32 years, he owns and operates a small farm outside of Sherwood, Oregon. They sell their farm’s products in the local farmers market and worldwide on the Web.