About Finity Group · Portland
Finity Group is a financial advisory firm based in Portland, Oregon, specializing in financial planning for medical professionals. The company emphasizes partnership, education, and fiduciary responsibility, aiming to help clients navigate complex financial landscapes through tailored advice and resources. It operates as a separate entity from LPL Financial, which provides securities and advisory services through its platform. The firm’s mission centers on creating a welcoming workplace culture grounded in core values like integrity, adaptability, and teamwork.
Finity Group offers financial planning services specifically tailored for medical professionals, including doctors and other healthcare practitioners. Their approach combines strategic financial solutions with educational resources to empower clients to achieve long-term financial goals. The firm is structured to support its advisors with tools, training, and mentorship, fostering a collaborative team environment. Core values such as Commitment, Stewardship, Integrity, and Diversity are embedded in their mission and operations. They do not identify as a Catholic-owned or faith-based business, nor do they mention any religious affiliation or mission. Services are available to clients across the United States, with a physical office in Portland, OR.
- Serves
- All 50 states and DC
Our Mission
Finity Group’s mission is to be a welcoming place to work, where the contributions and talents of every member of the team are respected and rewarded. We strive to remove barriers and equip our advisors to be exceptional in the service of their clients. Finity will remain the preeminent firm by encouraging growth and innovation so our advisors can excel, while remaining grounded in our core values of Commitment, Stewardship, Integrity, Adaptability, Understanding, Diversity, Equity, Inclusion, Teamwork and Leadership.
Our Values
Commitment: Finity is a family. Our advisors and team members look out for one another and for our clients with integrity – always. Stewardship: We believe in the Fiduciary Standard and we understand that it is our duty and responsibility to approach every client in this manner. Integrity: We are truthful. We are principled. We will always do the right thing, even when no one is watching. Adaptability: We realize capital markets will change, and so will the financial strategies and vehicles that we employ to navigate those waters. The needs of our clients will evolve. We must be flexible in our approach, willing to change and progress as needed, and always in the service of our clients. Understanding: In a world that moves this quickly, information is forced and solutions are offered before questions are even asked. At Finity Group, we take the time to listen and we always seek to understand. Diversity, Equity, and Inclusion: We believe in the strength of diversity in all forms because inclusion of and respect for people with different backgrounds, experiences and ideas increases business performance, strengthens workplace culture and provides the very best client experience. Teamwork: The individual members of Finity Group are talented and capable, but for all of our individual abilities, we believe that we can accomplish more together, as a team. Leadership: We will never ask a client or fellow teammate to do something that we have not done or would not be comfortable doing ourselves. We are prepared. We have done our homework. If your name is called, be ready.
Succeed with Finity
Finity Group seeks motivated, energetic, dedicated individuals who vow to serve the best interests of our clients. We seek team members who are willing to support the greater good of the organization as a whole. We offer comprehensive training, guidance and access to mentors who assist new team members in further developing their practice. Our advisors have access to the tools, resources, products and systems that have helped us develop a sustainable practice and foster long-term client relationships.