A fee-only, personal financial wealth management firm

Your success is our success

Our Services

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Financial Planning

Together we will identify your values and goals, then create and implement a financial plan to help you pursue them.

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Investments

We assist clients in developing their investment strategies based on their financial objectives, income needs, and risk tolerance.

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Retirement

We will assess your current financial situation, determine the retirement lifestyle for your future, and review the many options available.

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Estate Planning

We will guide your estate planning and gifting strategies so you can provide for those you care about most.

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Lifestyle

We will partner with you to help you sustain and grow long-term wealth consistent with your values and aspirations.

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Insurance Planning

When it comes to life insurance, disability income insurance and long-term care insurance, we will help you determine the type and amount of coverage that is best for you.

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Tax Planning

We can provide strategies for long-term tax efficiency to help you reduce your tax liabilities.

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College Planning

We can assist in setting your college planning goals and help you choose the best path to achieve them.

Our Approach

WORKING WITH US

Our process begins with an invitation to a complimentary introductory meeting. During this time, we discuss your life goals and financial concerns along with our services. Once we’ve established a window into your financial life we’ll develop a plan that fits your needs.

A SOLID FOUNDATION

Financial planning involves a lot more than investment advice. Proper planning takes time, attention to detail, and a close working relationship with our clients. We take a comprehensive approach, considering all aspects of your finances to build a plan that works for you. While our process is sophisticated and complex, our reporting to you is simple and straightforward.

Meet Your Financial Professional

Eric Lochner, CFP®

FINANCIAL ADVISOR

Eric focuses on personal financial planning and individualized asset management. His experience includes more than two decades of personal financial planning and asset management, three years of strategic planning and marketing, three years of business and engineering consulting and eight years of product planning and design. With a varied background and a CERTIFIED FINANCIAL PLANNER™ designation, Eric brings both science and art together when working with clients.

Eric is an active member of the Rotary Club of Portland, and has served on the Rotary Investment Committee since 2003. Eric spends much of his free time with wife and family. He also enjoys running, biking, and snowboarding.

Client Links

Wealth Management Portal

LPL Account Login

Contact Us

Schedule your introductory meeting.

Eric Lochner is a financial advisor with and, advisory services offered through LPL Financial, a registered investment advisor and separate entity from Lochner Wealth Management.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

(503) 502-1213
eric@lochwealth.com

2989 SW Montgomery Dr
Portland, OR 97201