• Home
  • Advisory Services
    • Tax Reduction Planning
    • Estate and Legacy Planning
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  • About
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  • Home
  • Advisory Services
    • Tax Reduction Planning
    • Estate and Legacy Planning
    • Investment ​Management
  • About
  • Contact Us
Hancock Advisors, LLC
  • Home
  • Advisory Services
    • Tax Reduction Planning
    • Estate and Legacy Planning
    • Investment ​Management
  • About
  • Contact Us

OUR CLIENTS ARE COMFORTABLE, CONFIDENT, AND IN CONTROL
​OF THEIR WEALTH.

Preparing for your retirement in the smartest way possible can be overwhelming.  ​Let our ​tax reduction planning, estate and legacy planning, and investment management expertise help you create a worry-free retirement.
schedule a free consultation
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Where do we
fit into your 

Financial Journey?

Hancock Advisors is the result  of an intense desire to help you achieve your dreams.  We do this by asking the right questions, listening intently, and working with you to develop a holistic financial plan so that you can be fully confident about your financial future.

Why Hancock Advisors?

In addition to having a nationwide team of tax, trust, and estate professionals to collaborate with we also employ a superior asset allocation methodology to protect what you've worked for all your life.  Also, we are a fee-only fiduciary to clients and ALWAYS put your interest first - which includes a duty of care, loyalty, obedience, and utmost good faith.  We put your interests before our own at all times.  And since we aren't commissioned or selling any products whatsoever, we only provide unbiased, objective advice.  Not all  financial  advisors are created equal.

Our Advisory Services

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Tax ​Reduction
​Planning
Taxes are likely your largest expense, and we utilize existing tax law to actively mitigate them.  Working with a team of nationwide CPAs and tax attorneys we will review your last two tax returns and if warranted give you concrete, legal, actionable steps to reduce your tax burden.
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Estate and Legacy Planning
We work with accomplished estate and trust attorneys to ensure that your wishes are  established, then action is taken and documents are completed – affordably.  We will help you feel comfortable, confident, and in control of your wealth.
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Investment
​Management
Our investment portfolios are carefully designed to reduce risk, dynamically allocate assets, and create a path for you to relax in retirement.  We closely monitor your funds, rebalancing them as needed at least monthly.  And, you're never more than 90 days from talking with us.
We are a mobile investment advisor company serving the Columbia River Gorge and beyond; we will travel to meet you anywhere between the Portland/Vancouver areas and Tri-Cities, Washington. We also serve Central Texas between Waco and San Marcos.



Call or Text

Texas: (254) 300-1062 
Washington and Oregon: (360) 776-6600
Mailing Address
Hancock Advisors, LLC
2149 Cascade Ave., #106A
Hood River, OR 97031 
​ 

​Hancock Advisors, LLC is a registered investment advisor in the states of Washington, Oregon, and Texas.  The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

FINRA's BrokerCheck
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