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Hancock Advisors, LLC
  • Home
  • Services
    • Tax Reduction Planning
    • Estate and Legacy Planning
    • Investment ​Management
  • About
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My clients are
comfortable, confident, and in control of their wealth.


​~ Jon K. Hancock
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​Not a client yet?  Welcome, I am glad you are here.

​You'll be relieved to know I'm not a salesperson - I don't receive sales bonuses, commissions, or kickbacks of any kind.  ​
I personally guarantee you will never be sold to or pressured to buy anything.  That's because 100% of my focus is on identifying and solving the problems you are concerned about.   If that happens to mean you don't need my expertise at this time that's just fine.
​

If you are curious what a relaxed, honest, trust-based relationship with ​an investment pro feels like, feel free to reach out to me. 

Talk with a fiduciary advisor
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Let's evaluate your 
financial journey

Hancock Advisors is the result of an intense desire to protect and grow all that you have strived for.  I know that the next big bear market is ahead of us and I'm fully prepared to successfully navigate it. 

By implementing robust investing strategies that significantly reduce risk you are able to remain fully invested through all market conditions while sleeping well at night.
Get a Valuable Second Opinion

Why Hancock Advisors LLC?

1.  Transparent Pricing:  I am a fee-only advisor that does not receive commissions, kickbacks, or bonuses of any kind.

2.  More Value:  I will navigate bull and bear markets for you using tactical asset allocation, and I will help you boost your savings rate for rainy days.

3.  Earned Trust:  ​As a fiduciary you can be assured that I always act in your best interest.


Not all  financial  advisors are the same.  I invite you make the comparison.
Learn More in Just 15 Minutes

My Advisory Services

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Minimize Your Taxes
Taxes are likely your largest expense, and I utilize existing tax law to actively mitigate them.  Working with a team of nationwide CPAs and tax attorneys I 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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Protect Your Family
I work with accomplished estate and trust attorneys to ensure that your wishes are  established, then action is taken and documents are completed – affordably.  My expertise will help you be comfortable, confident, and in control of your wealth.
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Safeguard Your Savings
My investment portfolios are carefully designed to optimize risk-adjusted returns, dynamically allocate assets, and create a path for you to relax in retirement.  I monitor your investments  on a daily basis so you don't have to.
WHAT ARE YOUR CONCERNS?

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When would you like to retire?

In person:  I serve the Columbia River Gorge area between Oregon and Washington, and am happy to travel to meet you anywhere between the Portland/Vancouver areas and Tri-Cities, Washington. I also serve Central Texas between Dallas and San Antonio.

Virtual:  If you live outside of the areas above but are comfortable working with an advisor by video conference, Google Meet is also an easy to use option.

​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
Copyright 2022-2023. All rights reserved Hancock Advisors, LLC.