Todd Porterfield
CFP®, RICP®
Fairchild Capital
Owner
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Owner
As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Todd Porterfield, CFP®, RICP®
Todd Porterfield is a Portland, OR financial advisor and investment manager. Fairchild Capital specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Todd Porterfield is a fiduciary financial planner.
Todd Porterfield, CFP® RICP® is the founder and CEO of Fairchild Captial in Portland, OR.
My Story
I grew up on a ranch in the shadow of Mt. Shasta in northern California. Each year, as a part of the 4-H program I raised a steer and brought it to the county fair for auction and the money from the sale helped pay for college—and a new saddle.
Key Moments: Leaving the Big Money wealth management firms behind. The Big Money firm was not about planning or helping people it was about generating revenue for the firm. There was a better way.
Becoming A Financial Planner
A self-proclaimed financial “nerd”, the planning procession satisfies my analytical mindset, and it is thoroughly rewarding to work directly with families to help them reach financial independence. My cousin, Jill Porterfield CPA, has joined me at Fairchild Capital and we soon realized we could do even more for our clients by combining our unique perspectives and complementary skill sets.
My “Why”:
Everyone has a different path with their lives and money. Some are so passionate about their profession they may slow down but never stop. Others are ready to transition as soon as possible. I am energized by these stories and helping families make the best financial decisions.
Todd Porterfield 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.
Retirement does not mean that you must retire. It means that the choice is now yours. You have reached a point in your life where you can choose what you want to do with your time and how you want to live.
We specialize in people who are retired or close to it. Turning your investment into a reliable income stream while minimizing taxes requires a different set of skills than saving. We work with clients in Portland, Central Oregon and virtually across the country.
We work extensively with public employees in the in the Oregon PERS system.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Investment Management
- Estate Services
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Entrepreneurs & Business Owners
- Public Empolyees
- Sudden Money Situations
- Generation X
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
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Todd Porterfield is a NAPFA-Registered Financial AdvisorThe 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.
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Todd Porterfield is CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Todd Porterfield is a Member of the XY Planning NetworkThe 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.
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Todd Porterfield is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Todd Porterfield
Office Locations:
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5603 SW Hood Ave
Portland, OR 97239
