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Xena Financial Planning, LLC

EST. AUM
$104,461,476

CONTACTS
2

CLIENT ACCOUNTS
384

Firm Details

Metro area Portland, OR
CRD Number 333436
Website xenafp.com
Client types

Overview

Xena Financial Planning is a fee-only, fiduciary financial advisory firm that provides comprehensive financial planning and investment management services tailored to the needs of professionals, entrepreneurs, and individuals seeking personalized guidance. The firm focuses on helping clients clarify financial goals, make informed decisions across cash flow, retirement planning, investment portfolios, and risk management, and implement strategies that support long-term financial confidence. With an emphasis on education, clarity, and values-aligned advice, Xena aims to deliver transparent, objective financial solutions without reliance on product commissions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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