Welcome to Chuck Jones & Associates!

We’re a Financial Planning firm that likes to treat clients like family. We become close and familiar with all aspects of our clients lives and we pride ourselves on doing effective, personalized planning. When you hire us you will receive thorough financial planning, which means we will hold a team of “best-in-show” subject matter experts accountable to make sure you get your financial house in order and keep it that way as long as you remain a client.

Chuck Jones & Associates, Inc. is based in Portland, Oregon. We serve the Financial Planning, Business Planning, Investment Counseling and Wealth Management needs of individuals, families and small businesses. We specialize in creating Financial and Retirement Plans for families and individuals with special legacy planning needs and circumstances. Each of our plans is customized to fit the clients’ unique life situation.

Call us today at (503) 291-1313, or toll-free at 800-808-1285, or use our Online Contact form, to schedule a no-charge, no-pressure Financial Planning Consultation, and see how our family can help your family.