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Minimalist Financial

Business Address:
707 North Holly Drive
Newberg, OR 97132
Yamhill County
DBA/Alternate Name/Nickname:
Minimalist Financial LLC

Business Contact:
Chad Duncan
Owner & CEO
Contact Minimalist Financial

Service Disabled Veteran Owned | Marines, Separated | Member since March 2nd, 2021


Minimalist Financial is a Registered Investment Advisor (RIA) in the State of Oregon. We specialize in providing financial planning, investment management, and tailored advice to those who have a passion for serving others. If you are someone who cares about people, wants to manage your resources wisely, and seeking financial independence, we are here to serve you.

Please mention you proudly found Minimalist Financial on Veteran Owned Business (VOB)!

Comments on the Military and Business Ownership

I learned how to learn, and this made me become a self-starter and created a hunger to learn as much as I can about certain topics that helped those around me. In my case, this extended to financial planning and investment management when I discharged. I also learned how to endure through the worst times by persevering and always continually trying to serve others. The Marines taught me how to be self-sufficient, and to serve others with grit, intelligence, and humility.

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Minimalist Financial - Tagline/Slogan:
Minimalist Financial strives to promote a more generous and mindful world by helping people invest, spend, and give wisely.

Hours of Operation (Time Zone: Pacific)

10:00am - 6:00pm

10:00am - 6:00pm

10:00am - 6:00pm

10:00am - 6:00pm

10:00am - 6:00pm

Closed

Closed
Weekends can be available on a case-by-case basis.

Listings

Serviceable Areas

Oregon


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