Nicholas Pihl, CFP® Pihl Financial Planning

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About Nicholas Pihl, CFP®

Pihl Financial Planning has its origins in 2017 when Nicholas created an ongoing podcast series to share the success stories behind local businesses and entrepreneurs. Through his podcast, Why Try, Nicholas has interviewed over 50 business owners, absorbing and sharing the attitudes and insights that led to their success. These guests embody the qualities Nicholas admires and seeks out in clients. They are hard-working, abundance-minded, and creative. Realizing the unique financial challenges and opportunities for business owners, Nicholas decided to offer specialized financial planning for this niche, and founded Pihl Financial Planning.

Nicholas travels to meet clients at the location that works best for them, and where they are most comfortable. He is also happy to host meetings at his home office, as well as by phone and video call.

Nicholas is a lifelong Oregonian, and alumnus of Oregon State University (2014), where he graduated Summa Cum Laude in Biochemistry and Biophysics. In 2015, he entered the financial planning profession. In 2020, he gained the CFP certification.

His hobbies include reading, writing, and the Gaelic sport of hurling.

Read Nicholas’ blog here: https://www.pihlfinancialplanning.com/blog

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $375+/qtr
  • Flat Fee: $1,500+/engagement
  • AUM: 0.50%

SEC Records

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