# Littlejohn Financial Services INC
Source: https://planprovider.pro/provider/littlejohn-financial-services-inc

> Across southern Oregon and the Salem area, Littlejohn Financial Services INC works with clients who want hands-on guidance without a product sales quota driv…

Retirement Plan Advisor

Roseburg, OR

## About Littlejohn Financial Services INC

<p>Across southern Oregon and the Salem area, Littlejohn Financial Services INC works with clients who want hands-on guidance without a product sales quota driving recommendations. The firm is a Registered Investment Advisor with offices in Roseburg (headquarters) and Salem.</p>

<p>Littlejohn Financial Services acts as a fiduciary, which means it is legally required to put clients’ interests first and provide transparent advice. The firm works with individuals and businesses on investment decisions and longer-range planning, with an emphasis on building strategies that match real-world goals rather than one-size-fits-all models.</p>

<p>For employer plans, the firm supports plan sponsors as a 3(21) fiduciary advisor. That includes help with investment selection and monitoring and practical support around plan oversight for company retirement plans and pensions.</p>

<p>What differentiates Littlejohn Financial Services is the mix of a team-based workflow with customized planning, so clients can get consistent support while still keeping the advice tailored to their situation.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services as a 3(21) fiduciary</li>
<li>Financial planning and goal-based strategy work</li>
<li>Portfolio management for individuals and businesses</li>
<li>Retirement plan and pension consulting</li>
<li>Client education and plain-language explanations of investment choices</li>
</ul>

Website: [https://littlejohnfs.com/](https://littlejohnfs.com/)

## Office Locations

- Roseburg, OR (Headquarters)

- Salem, OR

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.2M

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