Julie Connor

Taurus Capital Management

Vice President

Julie Connor

Taurus Capital Management

Vice President

It’s fulfilling to empower my clients with forward-looking planning and visibility, actionable recommendations, and trusted advice. The confidence it gives them, knowing they are on the right track and have someone guiding them on their journey, is very rewarding. - Julie Connor

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

Julie Connor is a fee-only financial advisor based in Lake Oswego, OR. Taurus Capital provides comprehensive financial planning, investment management, and retirement planning strategies to help clients plan and prepare for life’s possibilities. As a fee-only, fiduciary, and independent financial advisor, Julie Connor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Julie Connor is a Lake Oswego, OR fee-only financial planner. Taurus Capital Management provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Julie Connor is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Taurus Capital Management was founded because of the need for professional, ethical, informed, and client-centric investment management services. We build relationships with you based upon common goals and we truly believe that an informed and educated investor is a better client. We believe in avoiding the day-to-day market noise and related emotions, which can easily sabotage your long-term success; this is best accomplished with a focus on investment strategies that neither aim to time the market or take oversized risks to outperform the market.

We always prioritize frequent communication and attention to your needs. Our business practices are guided by our five Core Values: communication, discipline, integrity, knowledge, and transparency.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Holistic Financial Planning
  • Fiduciary Investment Management
  • Company Retirement Plans (401(k) and SIMPLE IRA plans)
  • Retirement Income Planning
  • College Education Planning

Ideal Clients

  • Business Owners and Executives
  • Self-employed Professionals
  • Inherited Wealth
  • Retirees and Near Retirees
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Contact Julie Connor

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Office Locations:

  • 16325 Boones Ferry Road
    Suite 203
    Lake Oswego, OR 97035

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