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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Willamette Financial Advisors

Multi family office in Portland, United States, founded 2017; focus on food & agriculture, climate and healthtech.

Identity

HEADQUARTERS
Portland, United States
FOUNDED
2017

Investment approach

SECTORS
Food & AgricultureClimate & EnergyHealthTechFintech

Overview

This multi family office is based in Portland, United States; it was founded in 2017. Listed sector interests include food & agriculture, climate, healthtech and fintech. 4 people are named on its team.

People

  • Rich Steronko
    Financial and Investment Advisor · source
  • Ronald A. Barry
    Co-Founder and Principal Member · source
  • James M. Jones
    Co-Founder, Principal Member, and Chief Compliance Officer · source
  • Dana Gardner
    Financial Advisor · source

Frequently asked questions

Willamette Financial Advisors is a multi family office based in Portland, the United States, founded in 2017.

Willamette Financial Advisors does not publicly state whether it puts its own money into companies or invests through funds.

Willamette Financial Advisors invests in Food & Agriculture, Climate & Energy, HealthTech and Fintech.

Key people at Willamette Financial Advisors include Ronald A. Barry (Co-Founder and Principal Member), James M. Jones (Co-Founder, Principal Member, and Chief Compliance Officer), Rich Steronko (Financial and Investment Advisor) and Dana Gardner (Financial Advisor).