Founder and Advisor
Founder and Advisor
I provide boutique services to a select group of clients who want a true partner in managing their finances and growing their wealth. Through comprehensive financial planning and impact and ESG investing, you get peace of mind knowing you're building a sustainable financial future while using your wealth as a tool for change. - Katherine Fox, CFP®, CAP®
Mission-driven, fee-only financial planner located in Portland, OR. Serving progressive clients locally and across the country.
Katherine Fox is a Portland, OR fee-only financial planner at Sunnybranch Wealth. Katherine founded Sunnybranch to fill a gap in the wealth management space. “Impact investing,” “socially-responsible investing,'' and “ESG” are popular buzzwords, but Sunnybranch takes a deep dive into what creating impact means for each of our clients.
Through comprehensive financial planning, social impact investing, and charitable giving plans, Katherine helps clients build generational wealth and define a legacy of positive impact and giving back. Katherine works with busy individuals and families who feel like they don’t mesh with traditional financial advisors. She helps a select group of clients focus on understanding their full financial picture to help build lasting, generational wealth while creating positive social impact.
Katherine Fox is the Founder and Advisor at Sunnybranch Wealth located in Portland, OR.
I’ve always loved talking about money.
At a young age, I started learning about investing, saving, and how to build and maintain wealth. As my knowledge grew, so did my passion for sharing financial concepts with others in a simple and relatable way. It was natural for me to end up in the wealth management industry, helping people define and meet their financial goals as an Investment Advisor and CERTIFIED FINANCIAL PLANNER® .
While this work was rewarding, I wanted to offer people a chance to reach their financial goals while creating meaning and purpose with their wealth. Giving back to my community has been a long-standing pillar of my life. As a fourth-generation member of a philanthropic family that successfully passed wealth and values down across generations, I believe the privilege of holding wealth confers a responsibility to give back and an obligation to investigate how we can create meaningful change in the world.
I founded Sunnybranch based on this principle, with the goal to help individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.
Katherine Fox is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Sunnybranch does things a little differently.
I started Sunnybranch to fill a much-needed gap in the wealth management space. Although “impact investing,” “socially-responsible investing,'' and “ESG” are popular buzzwords, Sunnybranch takes a deep dive into what impact means to you.
Sunnybranch is an independent, fee-only firm that works with clients who want to deepen their impact in the world through every aspect of their finances - from financial planning to investments and charitable giving. My work is grounded in a deep consideration of equity issues and a firm commitment to progressive causes. I’m eager to serve individuals and families who want to be part of shaping a better world for all.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Values Aligned Investing
- Incorporating Giving Back into Financial Plan
- Tax Planning & Tax Efficient Investments
- Retirement Income Planning
- Business Owners and Entrepreneurs
- Corporate and Tech Executives
- Mid-Career Professionals
- Growing Families
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
Katherine Fox is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Katherine Fox is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Katherine Fox is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Katherine Fox Holds the Chartered Advisor in Philanthropy® (CAP®) Designation
The Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
Katherine Fox is Quoted on CNBC: "Unemployment is lasting longer for more Americans—here are 3 ways to boost your savings"
Katherine Fox Received a 2022 Superstar Award from SVP Portland
Katherine Fox is Quoted on ESG Clarity: "The ESG case for direct indexing"
Katherine Fox is Quoted on CBS News - Moneywatch: "How to buy I-bonds, the surprise hot investment of 2022"
Katherine Fox is Quoted on NerdWallet.com: "What Rising Personal Loan Rates Mean for Borrowers"
Katherine Fox is Quoted on AP News: "Millennial Money: How stay-at-home spouses can build credit"
Katherine Fox is Quoted on TheStreet.com: "Couples Should do This Before Combining Financial Assets"
Katherine Fox is Quoted on GoBankingRates.com: "How These People Retired by Age 50"
Katherine Fox is Quoted on Business Insider: "Treasury Inflation-Protected Securities can preserve your investment when the value of a dollar decreases"
Katherine Fox is Quoted on Yahoo Finance: "‘Groundhog Day’ Inspiration: 9 Financial Habits To Repeat Over and Over Again"
Contact Katherine Fox
By Appointment Only
Portland, OR 97232