Multnomah Group

About Multnomah Group

<p>Known for fee-for-service retirement plan consulting without product sales, Multnomah Group works with plan sponsors that want independent guidance. The firm is based in Portland in the Pacific Northwest and operates from its Portland headquarters.</p> <p>Founded in 2003, Multnomah Group is an SEC-registered RIA (CRD #132131) with a team of 20 employees. The firm advises on fiduciary governance, plan operations, investment oversight, and provider oversight for employer-sponsored retirement plans.</p> <p>Multnomah Group offers 3(21) fiduciary services and 3(38) investment management for plan lineups, along with plan design work to support benefit goals and administrative needs. It also provides fiduciary training programs and personal financial planning for individuals.</p> <p>What sets the firm apart is its independent, fee-for-service model, built for sponsors who want objective advice and clear fiduciary roles. As <a href="/plan-advisors">plan advisors</a>, they help sponsors run a repeatable process around investments and governance.</p> <ul> <li>3(21) fiduciary investment advice</li> <li>3(38) fiduciary investment management</li> <li>Retirement plan design support</li> <li>Fiduciary training programs</li> <li>Personal financial planning</li> </ul>

Website: https://www.multnomahgroup.com/

Founded: 2003

Employees: 20