Andy Tilp | Financial Advisor - Nerdwallet
Andy Tilp

Andy Tilp

CFP®

Andy is a Financial Advisor who helps clients build, manage, and preserve wealth, determine optimal asset allocation and develop a plan for retirement.

  • About Andy
  • Questions & Answers

Advisor Details

Contact Advisor
Company
President at Trillium Valley Financial Planning, LLC
Address
29459 SW Ladd Hill Rd
Sherwood OR, 97140
8215 SW Tualatin-Sherwood Road, Suite 200
Tualatin OR, 97062
15171 Bangy Rd
Lake Oswego OR, 97035
Phone
(503) 549-1286
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About Andy

Comprehensive fee-only financial planning for people from all walks of life, at all ages and circumstances.

Trillium Valley Financial Planning, LLC (TVFP) is a fee only financial planning firm, specializing in comprehensive, fee only financial planning and investment advice services for individuals and families. We serve clients in the greater Portland metropolitan area, the Willamette Valley and the Oregon Coast. TVFP works with clients from all walks of life and has no requirements on net worth, income or amount of investable assets.Our fiduciary responsibility is solely to you. This means we work solely for you and pu...

Education

  • Graduate Certificate, Financial Planning, University of Portland
  • MS, Computer Science , Oregon State University
  • BS, Electrical Engineering, Colorado State University

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Engineers/scientists
People near retirement
Young couples

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.