4:8 Financial - Investment Advisers

About 4:8 Financial

4:8 Financial is an investment adviser headquartered in Canby, Oregon, operating under the legal name Carlson Financial, Inc. The firm reports $317.95 million in regulatory assets under management and has eight employees. It is one of the investment advisers in Oregon in this directory. The firm says it has more than 30 years of experience and was founded on the principle of doing the right thing. It offers broad financial and wealth management advice, helping clients clarify their goals, build a financial plan, and consider how their money fits into their broader purpose. It specializes in Purpose Centered Financial Planning® and customized wealth management for individuals, families, and small organizations, with investments chosen to reflect each client's values and time horizon. The firm describes itself as independent and says it discloses costs and expenses openly, including for its advisor-managed accounts. Its registered type is investment adviser, and it is also included in the directory of US investment advisers.

Key Facts

Assets Under Management

$317.95M

Employees

8

SEC File Number

801-134078