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Amy J. Barber

Multnomah Group, Inc.

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About Amy J. Barber

Amy Barber is an Investment Advisor Representative with Multnomah Group, Inc. She is licensed to provide investment advice in California and Oregon. Amy has been in the industry since 2012. Amy also has other business activities related to real estate leasing and contract legal services. Amy specializes in working with a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Her areas of expertise include financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.

Firm Information

Amy Barber is currently registered with Multnomah Group, Inc.. Multnomah Group, Inc. is a Portland, OR-based investment advisory firm with over $1.3 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals, corporations, and pension and profit-sharing plans. They also conduct educational seminars and offer selection of other advisors. The firm has been in business for 13 years and has 13 investment advisor representatives.
Multnomah Group, Inc.

1155 SW MORRISON STREET

PORTLAND, OR 97205

$1.31B

Assets Under Management

141

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Barber’s Registration & Firm History

OR

06/08/2023 - Present

Multnomah Group, Inc. (PORTLAND OR)

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Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy J. Barber.
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