Nicholas Pihl, CFP®, CEPA® Pihl Financial Planning

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About Nicholas Pihl, CFP®, CEPA®

Nicholas Pihl is an independent financial planner and business advisor in Milwaukie, OR. He specializes in working with small business owners (similar to his ideal podcast guest), and prospective retirees. Clients often come to him when facing a crossroads in life. In the case of business owners, they typically have some discretionary cash flows and are looking at a potentially overwhelming menu of choices. Should they pay down debt? Build up a cash reserve? Create and fund a retirement program? Invest in property? Each business is a little different (sometimes a lot different), so advice they find in a book, or on the internet doesn’t always address what they are looking for. What do they want? A professional who understands them and their situation. One who understands the full range of considerations for them, and who makes recommendations based on financial and personal factors brought together holistically to serve their best interests.

For retirement planning, Nicholas seeks out clients who are moving towards a bigger, better future for themselves. There’s a saying that goes, “everyone eventually retires FROM something (work, stress, obligations, restricted freedom of time…), but not everyone retires TO something.” Nicholas challenges and encourages clients to discover what new adventure awaits them in retirement, what they can be excited about retiring TO. All along the way to that vision, Nicholas is there to prompt exploration and introspection, as well as manage the practical, financial considerations to make that vision a reality.

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Ideal Clients

  • Investment Planning & Management
  • Retirement Planning
  • Self-Employed Individuals

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $315+/mo
  • Quarterly Fee: $315+/qtr
  • Flat Fee: $1600+/engagement
  • Assets Under Management: 1.00% annually on invested assets under $1 million and 0.50% on subsequent amounts

SEC Records

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