Tyler Elliott
JD, CFP®
Watershed Wealth Planning LLC
Owner & Principal
Tyler Elliott
JD, CFP®
Watershed Wealth Planning LLC
Owner & Principal
I am a fee-only, fiduciary financial planner that works with young professionals to build a unique path toward their chosen future. - Tyler Elliott, JD, CFP®
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
Tyler Elliott is a Portland, OR fee-only financial planner. Watershed Wealth Planning LLC provides true wealth planning to help Gen X and Gen Y clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tyler Elliott is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tyler Elliott is the founder and principal of Watershed Wealth Planning LLC.
My practice is focused on households in their 30's and early 40's who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. As a financial planner, I am able to pull on my prior experience as a bankruptcy attorney and as a financial advisor to help people avoid common pitfalls and cut out the noise that can complicate important financial decisions.
My clients have goals that are more unique than retirement or college planning such as, "How do we travel internationally every year without compromising our long-term plan?" As someone who has traveled to 33 countries in my 41 years, I love helping clients answer these types of questions.
When meeting with people for the first time, the question I get more than any other is why did you give up a career as an attorney to become a financial planner? Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with people as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.
Tyler Elliott 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.
THE IDEAL LIFE REQUIRES A CLEAR FINANCIAL PLAN. HAVE YOUR MOMENT.
We are a fee-only financial planning and wealth management firm that works with young professionals to build security and financial freedom.
True wealth isn't measured by dollars in a bank account but, rather, by the capacity to live life on chosen terms. That begins by figuring out what matters most...to you.
Our focus is on organization & process, transforming complex financial decisions into affordable action steps. No wealth required. No products sold.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Life Planning
- Socially Responsible Investing
- Cash Flow Planning for Couples
- Travel Budgets
- Employee Benefit Planning
Ideal Clients
- Medical Professionals
- World Travelers
- Young Families
- Novice Investors
- Gen X & Millennials
Working Together
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Monthly Retainer Fee
- No Product Sales
Professional Designations & Affiliations
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Tyler Elliott 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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Tyler Elliott is a 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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Tyler Elliott 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.
Contact Tyler Elliott
Office Locations:
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7972 SE 13th Ave.
Suite 102
Portland, OR 97202
