Amy Oh

CPA CFP®

Senior Financial Advisor

Taurus Capital Advisors

Lake Oswego, OR

Anywhere / Virtual Meetings

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Based in Lake Oswego, OR, serving clients locally and across the country through virtual meetings and our collaborative platform.
Contact us to schedule an introductory call to see if we may be a fit for you.
Taurus Capital Advisors provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
Minimum Investment Requirement: $500,000 in assets under management (AUM) for holistic financial planning & investment management services.
As a fee-only and fiduciary financial advisor, Amy Oh is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.

Get to Know Amy Oh

Amy most enjoys helping people gain a better understanding of their finances and feel the relief that comes with knowing they have a solid plan for their financial future. With over 20 years of experience as a CPA (Certified Public Accountant) and CFP® (Certified Financial Planner), Amy brings a depth of knowledge in investment management, retirement planning, tax optimization, and estate planning. Amy’s goal is not just to manage your wealth, but to empower you to make informed decisions that align with your values and aspirations.

I Can Help You With:

Holistic Financial Planning
Fiduciary Investment Management
Company Retirement Plans (401(k) and SIMPLE IRA plans)
Retirement Income Planning
College Education Planning

Ideal Clients:

Business Owners and Executives
Self-employed Professionals
Inherited Wealth
Retirees and Near Retirees
Growing Families

Fee-Only and Fiduciary - Without Exception

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Amy Oh's Designations and Affiliations

Amy Oh is a CERTIFIED FINANCIAL PLANNER® Professional - Click for Verification
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Amy Oh is a Certified Public Accountant (CPA)
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Media Mentions and Industry Involvement

Amy Oh is the Co-Founder and Owner of Boingy, LLC, maker of Grapple

Office Locations

16325 Boones Ferry Road, Suite 203 - Lake Oswego, OR 97035

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.