Fee-Only | Fiduciary

Financial Planning & Wealth Management

Located in Corvallis,OR

Complimentary Call

Client Login

Invest Intentionally, Grow Confidently
Helping you feel secure and supported through life’s pivotal financial moments

Grow Your Wealth

A fresh perspective: comprehensive and centered on you.

Retirement

Thoughtful, strategic, and backed by expertise.

Inheritance

Personalized inheritance guidance, expertly woven into your plan for peace of mind.

Estate Planning

Your retirement income plan, built to protect your legacy and provide for your loved ones.

Life Transitions

A compassionate approach to life transitions, offering clarity and direction.

As a fee-only fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Our Company

Meet Ellen

Speaking Engagements

Why Choose Us

Let's plan your financial path.

INDEPENDENT

Our recommendations are based solely on your goals and objectives.

FEE-ONLY

An open and transparent relationship is the key to long-term success.

FIDUCIARY

Putting our client’s best interests FIRST at all times.

COMPREHENSIVE

We tend to the details without ever losing sight of the big picture.

Wealth Management built for you.

At Thistle Wealth we guide you through life’s major financial decisions. Whether it’s preparing for retirement, handling inheritances, or navigating life transitions after loss. We offer personalized financial planning and ongoing guidance to help you make informed choices with confidence. With a compassionate, hands-on approach, we provide peace of mind, helping you embrace the future with clarity and a solid financial foundation.

Our Services

OUR MISSION

We empower our clients through research‐based, resilient planning and financial strategies as hardy as the thistle, delivering peace of mind and a clear path forward.

OUR VISION

We envision retirees and those in transition thriving with clear, secure, and confident financial futures.

OUR CORE VALUES

Transparent Communication: Every question matters; we share all insights openly.
Clear Guidance: We provide straightforward financial advice and expert support.
Uncompromising Integrity: We do the right thing, even when it's not easy.
Detail-Driven Diligence: We sweat the details, so you don't have to.
Fee-Only Fiduciary: We’re paid solely by you. Our success is your success.

COMPETITIVE ADVANTAGES

Translating Complexity into Clarity

My engineering background strengthened my ability to simplify complex concepts and deliver clear, personalized insights for each client.

Innovative, Fresh Perspectives

As a new entrant in the industry, I bring fresh ideas and flexible approaches that adapt to each client's unique goals.

Empathetic Connection and Empowerment

I create a welcoming, judgment-free environment where clients feel safe to ask questions and make informed decisions.

Detail-Oriented and Analytical Excellence

My strong numerical skills and thorough analysis ensure every financial strategy is well-understood before moving forward.

Championing Diversity and Inclusion

As a woman-owned firm, I am committed to creating an environment where every voice is heard and valued, ensuring that diverse perspectives are always respected.