As a native Oregonian, Nick Hankerson has spent his life building strong roots in the Pacific Northwest and helping individuals, families, business owners, and retirees plan confidently for the future. Raised in the Portland metro area, Nick graduated from Oregon State University in 2006 with degrees in Finance and Economics before beginning his career at Merrill Lynch. After gaining valuable experience at a large national firm, he transitioned to the independent advisory channel to offer the same high level services, but create a more personalized and client-focused experience.
Nick founded his practice with a simple philosophy: combine the sophisticated resources and investment capabilities typically associated with large financial institutions with the attentive service and customized planning of a boutique financial service firm which also specializes in advisory services. He believes financial planning should be deeply personal, relationship-driven, and centered around trust. His team’s mission is to treat every client like family while building long-term partnerships designed to evolve through every stage of life.
Over the years, Nick has developed particular experience and knowledge working with Oregon PERS members, business owners, and families preparing for retirement. He helps clients navigate the complexities of retirement income planning, investment management, tax-efficient strategies, estate planning coordination, and wealth preservation. For business owners, Nick works closely on succession planning, retirement plan strategies, and long-term financial planning designed to help both the business and family thrive. He also believes proactive tax planning is one of the most important components of a comprehensive financial strategy and regularly helps clients evaluate ways to help improve long-term tax efficiency.
Committed to acting in his clients’ best interests, Nick adheres to high industry standards and holds the designation of Certified Retirement Counselor (CRC). His client-first approach and dedication to retirement and financial planning have led to industry recognition, including multiple professional awards and features and quotes in publications such as Forbes and Portland Monthly.
With deep ties to the Pacific Northwest, Nick lives in Oregon with his wife and two children. Outside the office, he enjoys spending time outdoors with his family, coaching youth sports, and staying active in the local community.