(503) 841-5840 [email protected]

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


Finity is a family.  Our advisors and team members look out for one another and for our clients with integrity – always. 


We believe in the Fiduciary Standard and we understand that it is our duty and responsibility to approach every client in this manner. 



We are truthful.  We are principled.  We will always do the right thing, even when no one is watching. 



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. 



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. 



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. 



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. 


If you have the vision and drive, we have the experience and resources.  For more information regarding current available positions, contact us via email or phone

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. 

Finity Group LLC

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The Finity Group