Financial clarity

From our family to yours

As a father and son team, we bring the values of our close-knit family to yours. Through planning, professional investment advice and multigenerational education, our goal is to get to know your entire family on a personal basis and offer the guidance you need to make informed financial decisions.

We think of our practice like a family office so we can provide an exceptional degree of service to you and the people you care about. With the complexity of today’s markets and uncertainty about tomorrow’s economy, you can rely on us for our wise perspective, good judgment and deep experience.

Retired couple

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Mork

    Robert L. Mork

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ME
    • MI
    • MT
    • NM
    • NV
    • NY
    • OR
    • TX
    • WA
    • Senior Vice President - Wealth Management
    • Senior Portfolio Manager - PMP
    • Wealth Advisor

    Licenses:

    • Series 7, Series 63, Series 65, Insurance and Annuities; registered in various states

    Education

    • Bachelor of Science, 1982, Portland State University

    Professional/Community

    • Past Member - Providence Hospital, Cancer Research Center Committee
    • Bridlemile Foundation board member 1993-2000
    • Central City Concern - Former Development board member
    • Pacific NW Federal Credit Union - Former board member

          Long-term care planning
          Retirement planning
          Estate planning strategies
          Legacy planning
          Exit planning
          Financial planning
          Alternative investments
          Business owners
          805 South West Broadway
          Suite 2600
          Portland, OR 97205
        • Andrew Mork

          Andrew L. Mork, FPQP

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • HI
          • ME
          • MI
          • MT
          • NM
          • NV
          • NY
          • OR
          • TX
          • WA

          Licenses:

          • Series 7, Series 63, Series 65, Series 3, Life/Health Insurance, Annuties, Paraplanner Designation

          Education:

          • Bachelor Of Arts - Business Administration, Central Washington University - 2011

          Professional/Community:

          • Portland Police Cadet - 5 Years

              • Financial Paraplanner Qualified Professional™
              Education planning
              Long-term care planning
              Retirement planning
              Exit planning
              Business succession
              Investing
              Custom portfolios
              Asset allocation
              805 South West Broadway
              Suite 2600
              Portland, OR 97205
            •  John Harrison

              John C. Harrison, CFP

              Senior Client Associate

              CERTIFIED FINANCIAL PLANNER™

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              • AZ
              • CA
              • OR
              • WA

                  • CERTIFIED FINANCIAL PLANNER™
                  805 South West Broadway
                  Suite 2600
                  Portland, OR 97205
                • Ryan Wilkinson

                  Ryan D. Wilkinson

                  Client Associate

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                  • OR
                  • WA

                        805 South West Broadway
                        Suite 2600
                        Portland, OR 97205

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      couple

                      Financial planning

                      Portfolio

                      Customized investing

                      UBS Wealth Way

                      family

                      Lasting relationships

                      Multigenerational families

                      Retirement planning

                      What's your vision?

                      We can help you bring your vision to life.

                      Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                      Insights

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager