The Guidance Group

At StoneRidge Wealth Management, we don’t see you as just a client—we see you as family. Your financial goals are more than numbers on a page; they’re the foundation of your future. That’s why we treat every relationship as a partnership, working side by side with you to create a personalized financial plan that evolves with your life. Our boutique approach means you get more than tailored strategies—you get dedicated support, meaningful involvement, and a long-term relationship built on trust, transparency, and shared success. See our affiliate office at 1500 Northwest Bethany Boulevard Suite 255 Beaverton, OR 97006 201 Northeast Park Plaza Drive Suite 214 Vancouver, WA 98684

Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm based in Portland, OR. They specialize in providing comprehensive financial planning and money transition services, offering investment strategies that are in the best interest of their clients. As fiduciaries, they prioritize their clients' interests and act as their financial advocate and confidant. With a mission to improve the quality of their clients' lives, Security First Advisors takes a personalized and empowering approach to financial planning. They listen and learn about their clients' goals, priorities, and vision, and serve as a thinking partner and advocate during life changes. Committed to providing a responsive and accessible experience, they aim to make wise decisions about their clients' future together.Generated from the website

We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.