SMB Financial Services

Specialties

The focus of SMB Financial Services is to help position our clients to generate monthly retirement income from their savings that will last the rest of their lives.

The most valuable assets we have are lifelong relationships with our clients.

History

Established in 2003.

SMB Financial Services, LLC was founded in Portland, Oregon in 2003. SMB is a fee-​based Registered Investment Advisor registered with the State of Oregon’s Division of Finance and Corporate Securities and with the state of Washington’s Department of Financial Institutions-​Securities Division. Our seven advisors are unified in their desire to provide the highest level of client service and have extensive experience in the areas of corporate business, accounting and non-​profit management.

Our focus is on retirement income and custom wealth management for individuals, families and organizations with complex financial situations that need expert advice. We offer a wide range of investment advisory services and tailor our advice and services to our client’s objectives, means and timelines.

Meet the Business Owner

Tim P.

Business Owner

Tim Porter, Partner, earned his BS at Portland State University in 2005 with a Major in Math and a Minor in Economics. Tim is continuing his Master’s Program in Personal Financial Planning and has completed the Certified Financial Planner in March of 2015.

Along with his wife, Holly, they enjoy raising a son and daughter. Tim is in leadership at his church, serves in the U.S. Coast Guard Reserves, plays golf, competes in triathlons, and is a pilot.