When Life Insurance Becomes Taxable
Year-End Charitable Gifting and You
Red Flags for Tax Auditors
Connect with our LPL Financial Planners and enjoy the confidence that comes from working with knowledgeable and objective professionals.
Guided Wealth Portfolios allow you to invest online while having access to a Byron Wealth Management Consultant. Start investing in your future today!
As a family-based business, your needs and the needs of the ones you love take center stage. Byron Wealth Management will guide our clients to preserving and managing wealth, and develop goals at every life stage.
Tools to get you started planning your financial roadmap.
Access articles and videos to prepare you to make confident decisions about your financial future.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Fill out the Byron Wealth Management Fact Finder Form and email it to one of our advisors.
Chris Martin, a lifelong resident of Oregon, has been with Byron Wealth Management since 2001. Before joining us, Chris assisted several companies with establishing their financial services programs along with establishing...
CERTIFIED FINANCIAL PLANNER™
Steve Scholl has been involved the financial services industry since 2008. Prior to becoming a financial planner with Byron Wealth Management, he worked with a nationally recognized broker/dealer gaining the necessary experience...
LPL Financial Planner
Sean Considine joined Byron Wealth Management in July of 2019. Being a part of his hometown Wealth Management team is something he takes great pride in...