# Multnomah Group
Source: https://planprovider.pro/provider/multnomah-group

> Multnomah Group is a fee-for-service independent retirement plan consulting firm headquartered in Portland, Oregon. Founded in 2003, Multnomah Group is regis…

Retirement Plan Advisor

Portland, OR

## About Multnomah Group

Multnomah Group is a fee-for-service independent retirement plan consulting firm headquartered in Portland, Oregon. Founded in 2003, Multnomah Group is registered as an RIA with the SEC (CRD #132131), and committed to providing forward-thinking, objective investment advisory services. They specialize in helping plan sponsors navigate the complexities of overseeing retirement plans, offering expertise in fiduciary governance, plan operations, investment advisory, and provider oversight. Their services are designed to ensure compliance with regulations and optimize employee benefits, focusing on the client's needs without conflicts of interest. The firm also offers personal financial planning and fiduciary training programs. Multnomah Group pride themselves on a practical approach that prioritizes the retirement readiness outcomes of employees. Operating out of their Portland, OR office, they are recognized for their industry excellence and commitment to their clients.

Website: [https://www.multnomahgroup.com/](https://www.multnomahgroup.com/)

Founded: 2003

Employees: 20

## Office Locations

- Portland, OR (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

- Plan Design Consulting

## Team Members

- **Azzurra Cappuccini**, Investment Analyst

- **Emily Zinn**, Director of Vendor Services, CFP

- **Rebecca Dobson**, Associate Consultant, CFA

- **Caryn Sanchez**, Senior Manager Research Analyst

- **Amy Barber**, Chief Compliance Officer / Director of Human Resources, J.D., CFP ®

- **Nelson Rutherford**, Senior Financial Advisor, CPA/PFS, CFP®

- **Erik Daley**, Managing Principal, CFA

- **Charles Warren**, Principal, AIF, C(k)P

- **Joe Fleischmann**, Principal, AIF

- **Hailey Cox**, Investment Operations Analyst

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