4:8 Financial

EST. AUM
$317,952,000

CONTACTS
5

CLIENT ACCOUNTS
1,884

Firm Details

Metro area Portland, OR
CRD Number 335831
Website 48financial.com
Client types

Overview

4:8 Financial, legally Carlson Financial, Inc., is an Oregon-based registered investment adviser founded in 2015 and SEC-registered as of August 2025. The firm provides comprehensive financial planning and investment advisory services tailored to individual client needs, covering retirement planning, tax planning, education funding, and risk management. Advisory programs are primarily offered through LPL Financial, including Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios, and Guided Wealth Portfolios.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

4:8 Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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