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Lakeside Financial Group

Our Values

Contact Us (503) 675-0700

Mission Statement.

Our mission is to ensure our clients receive first-rate service by providing personalized and innovative solutions to fit their financial needs, thereby developing and maintaining long-term relationships.

Core Values:


We will strive to be the best at what we do so that our clients will benefit from our experience and knowledge.  We will learn daily and improve with every project.


We will engender trust by providing excellent service and we will listen and learn from our clients.  Our client needs are our top priority.

Honesty and Integrity

We will always be honest and fair in all our dealings.  We will say what we'll do, and do what we say.


We will respect everyone within our organization and our clients. We realize that it is our team that drives the success of Lakeside Financial Management.


We strive to do things right the first time.  If we make a mistake, we will take responsibility, and make it right.


We welcome suggestions for improvement and we believe that no question or comment is without merit. 


We will always follow (and adhere to) our core values.