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

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.

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.

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 

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