Registered Investment Advisory firm registered to do business in the State of Oregon.
Integrated Capital Planning is the culmination of years of learning, exploring, studying and observing the financial advisory industry in an effort to define and deliver a more comprehensive and meaningful approach to financial planning and investment management. This lead to the creation of a Wealth Management firm that helps successful people like entrepreneurs, business owners, medical professionals, executives and real estate investors develop an integrated approach to growing, investing, managing and protecting their capital.
Greg Fowler is a CPA and CFP®. That means he already has a fiduciary obligation to always put his client's best interest first. More importantly, it's just the right thing to do! We don't sell products, we don't collect commissions, we don't pay referral fees. We earn fees providing our clients with unbiased, professional, financial planning and investment management advice.
Why "Integrated Capital Planning"? We know that wealth is about more than stocks and bonds. Your total wealth is the financial and intellectual capital you've earned, accumulated and inherited over your lifetime. Whether your capital is stock, real estate, business interests or something more, we are hear to help you grow it, invest it, protect it and use it to live the life you want to live! With this in mind, it only makes sense to develop your financial plan in the context of all your capital, not just your stock and bond portfolio. We do this by helping our clients clearly define personal and financial goals that can be realistically achieved given their lifestyle needs and in light of their current and projected capital resources.
Integrated Capital Planning partners with
Focus Partners Advisor Solutions
to develop and provide an
Evidence-Driven Investing™
approach that puts our client's best interest first!
Our Process
DESIGN
A process of personal discovery helps to uncover what’s important to you, so that a plan can be designed and customized to balance your wants and needs. This plan serves as an ever-changing compass that will help navigate the journey ahead
BUILD
With academic research and financial science as the foundation, build your plan with distinct objectives and attainable action items. Not a rigid, solitary plan; but a fluid, ever-evolving process to help you stay on track and meet your goals.
PROTECT
Life happens. Inevitably there will be a number of factors, both personal and global, that impact your plan. Protecting your plan means staying abreast of developments in investment strategy, adjusting to the inevitable changes one faces in life and partnering with you to always keep your eye on your goals.
Our Philosophy
Every financial decision sends ripples through our lives. Most of the other choices we make in life also have financial implications. Our role is to be one of your trusted advisors helping you navigate the intersection of life and money.
For too long, the financial services industry has charged too much and provided too little. Too little advice, too little value and too little planning. We believe everyone can benefit from an integrated approach to planning and managing their financial lives and futures. One that is not dependent on an annuity you purchase or a mutual fund you buy.
By combining decades of professional experience, an integrated approach to managing their capital and doing so with integrity of fiduciary duty, you get more and pay less. That leaves more of your hard earned capital working for you!
