8215 Southwest Tualatin-Sherwood Road
We provide tax-efficient, retirement planning,
and investment management services
Retirement, investing and life are ever-changing and complex. We aim to take the stress and complexity out of investing, retirement, and tax planning, so you can free up more of your time and pursue building your legacy with confidence.
We specialize in retirement planning and helping you understand the different nuances of your financial life before and after retirement
Many firms only seek to manage investments, we seek to utilize careful tax-efficient planning strategies in seeking to help you keep more of your money
We seek suitable investments, with long track records. We don't sell proprietary products and don't chase the latest stock tip
We are an independent firm and hold ourselves to the fiduciary standard. Our advisors have a heart of a teacher and take the time to explain the situation to you
Financial Planning & Investment Management
Customized investment portfolios & professional management for families, busy professionals and everyday people so you can focus on your family, your life and your career.
Tax-Efficient Retirement Planning
Our clients pursue maximizing tax efficiency in retirement and legacy building with long-term investments.
Tax-Efficient Business Strategies
Work with an advisor that focuses in creating financial plans and business strategies to help optimize your time, energy and financial resources.
Guided Wealth Portfolios
For Do-it-yourselfers: Combine your investment and planning with software that utilizes the ease of a robo-adviser and the help of a financial advisor.
Whether you are looking for an advisor that provides more communication, if you want to optimize tax efficiency in your retirement plan, or get a second opinion on your current investments, we can help. Hope Wealth Planning focuses on providing clear and simple investment management, guidance with consistent communication and easy-to-understand advice that eliminates financial jargon.
Mihei Egoroff is a financial advisor and is proud to be part of the SmartVestor Pro Network. That means you will receive client-focused approach, with our heart of a teacher attitude. We share like-minded values with Dave Ramsey in using a simple approach to avoiding debt, investing philosophy, wealth preservation, and stewardship to our clients first and always.
Be Confident about your retirement