Peter De Graff

CFA®, CFP®

Taurus Capital Management

Senior Advisor

Peter De Graff

CFA®, CFP®

Taurus Capital Management

Senior Advisor

I listen to my clients’ expressed needs and desires, and work with them to develop and implement their plan for the future. We work together to progress through the changes in their lives and the financial environment. - Peter De Graff, CFA®, CFP®

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

Peter De Graff 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, Peter De Graff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Peter De Graff 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, Peter De Graff is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Peter De Graff 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.

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

  • Intergenerational Estate Planning
  • Trust Investment Management
  • Holistic Financial Planning
  • Fiduciary Investment Management
  • Retirement Income Planning

Ideal Clients

  • Business Owners and Executives
  • Self-employed Professionals
  • Inherited Wealth
  • Retirees and Near Retirees
  • Sudden Money Situations

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Peter De Graff 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.

  • Certified Financial Planner (CFP)
    Peter De Graff 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.

  • CFA - Chartered Financial Analyst

    Peter De Graff is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Peter De Graff

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Office Locations:

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

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