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Vision Capital Management — Fee-Only Financial Advisor, Portland OR
Independent, fee-only, fiduciary financial planning and investment management
- Authority
- 45 reach 0 · trust 5 · quality 25 · freshness 15
- Tier
- listed
- llms.txt
- https://vcmi.net/llms.txt
- llms-full.txt
- https://vcmi.net/llms-full.txt
- Sections
- 4
- Links
- 13
- Size
- 2074 bytes
- Country
- United States Hosting inference
- Hosting country
- United States Hosting inference
- Country evidence
- No published address evidence collected yet
- Categories
- Finance and payments
- For agents
- Documentation: developer or product docs worth reading, nothing to call
- First seen
- 2026-10-25T22:46:42.024Z
- Last checked
- 2026-10-25T22:46:43.572Z
- Badge
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-25T22:46:42.028Z. Cached copy · Source on vcmi.net
# Vision Capital Management — Fee-Only Financial Advisor, Portland OR
> Independent, fee-only, fiduciary financial planning and investment management
> firm serving clients in Portland, Oregon since 1999. As a fee-only advisor,
> Vision Capital earns no commissions — compensation comes exclusively from
> client fees, eliminating conflicts of interest. Majority women-owned and
> 100% employee-owned.
## Services
- [Financial Planning](/about/financial-planning-services): Comprehensive planning for retirement, tax, estate, and cash flow
- [Investment Management](/about/investment-approach): Discretionary portfolio management with fiduciary standard
- [Wealth Management](/about/wealth-management): Integrated planning for high-net-worth individuals and families
- [ESG Investing](/about/esg): Socially responsible and values-aligned portfolio construction
## Specialized Client Focus
- [Women & Female Advisors](/about/women-female-advisors): Financial planning tailored for women at all life stages
- [Nike Employees](/about/nike-employees): Expertise in Nike stock compensation and employee benefits
- [Stock Compensation Planning](/about/stock-compensation): RSU, ESPP, and equity compensation strategies
- [Gen X Planning](/about/gen-x): Retirement and wealth planning for Generation X
- [Non-Profits](/about/non-profits): Investment management for non-profit organizations
- [Life Transitions](/about/life-transitions): Retirement, career change, business sale, loss of a loved one
## About
- [About the Firm](/about): Founded 1999, employee-owned, majority women-owned, fiduciary standard
- [Meet Our Team](/team): Advisors with CFP®, CFA, CPWA®, CDFA credentials
- [Contact Us](/contact): 4380 S Macadam Ave, Ste 350, Portland, OR 97239 | (503) 221-5656
## Key Facts
- Fee-only: no commissions, no product sales, no conflicts of interest
- Fiduciary: legally required to act in clients' best interests
- Founded: 1999 by Sue McGrath and Marina Johnson
- Minimum: $500,000 in investable assets
- Location: Portland, Oregon (serving clients nationwide)
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| opentext.com | OpenText | documentation Cybersecurity Finance and payments +4 | CA | 70 | ✓ | ✓ | |
| razorpay.com | Razorpay | interface Finance and payments APIs and SDKs | — | 69 | ✓ | ✓ | |
| clerk.com | Clerk | interface Finance and payments Authentication and identity +1 | US | 68 | ✓ | ✓ |
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