Handy & Company Financial Advisors, Inc. (HCFA) is a registered investment advisory firm providing customized portfolio management, sophisticated financial planning and personalized service to high-net-worth individuals and families.  HCFA was established in 1995 as a sister company to the CPA firm Handy & Reagan, LLC and is based in Lake Oswego, OR.  We are a family-owned business providing a full range of services and we pride ourselves on long-lasting relationships with our clients, often continuing services from one generation to the next.

Handy and Company Financial Advisors, Inc. is a registered investment adviser in the State of Oregon. The Adviser 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.