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Phone » 503.924.5055

Fax » 503.924.5590

Toll Free » 877.266.5800

Our Clients

Pacific NW Retirement Planners and Employee Benefit Design, Inc. have been providing trusted financial solutions to business owners, medical professionals, retirees, families and individuals since 1971. Whether you need comprehensive financial guidance, life insurance strategies, corporate retirement plan management or investment advisory services; our team of expert advisors works closely with you to deliver an integrated plan that makes you more confident about your financial future so you can enjoy a better life. 

We have more than 70 years of combined practical experience, extensive advisor credentials and powerful independent resources. We offer clients access to easy-to-use, state-of-the-art financial management tools and the assurance of local accountability, which means you always get the personal attention you deserve. Our specialized services are designed to provide you with less worry and frustration and more confidence in realizing your financial dreams. 

As a Portland, Oregon-owned and operated company for the past 40 + years, we are proud to serve and support the businesses, professionals, residents and community organizations of S.E. Alaska, Oregon, Washington and the beautiful Pacific NW region where we all live and can continue to thrive. 

At PNWRP and EBDI, Inc., we know retirement plans come in all shapes and sizes, and that real people depend on these plans to operate smoothly and provide retirement income. Our 40-year track record of investment expertise and administrative excellence speaks for itself: Over 65 corporate plans with assets in excess of $200 million that provides retirement security to thousands of participants and their families.* 

We think differently about retirement plans. Based on years of experience and perspective, our approach is designed to help sponsors and participants enjoy joint success. Our culture is centered on dedication to our clients. Leveraging our industry knowledge and experience, we identify the strategies of comparable companies—enabling us to help drive better participant and organizational outcomes. This deep, experiential understanding of our clients and their businesses helps us consistently deliver game-changing retirement planning advice, innovative products, and approaches that are one of the leading in the industry and point it in new directions. Time and again, clients tell us that our people make the difference. 

*All data current as of 1/1/2015