Who We Are

Ted Taplett

Ted is the founding Principal of Strategic Finance. He graduated from Western Washington University in 2005 with a BBA in Finance.

Ted has passed all three levels of the CFA exam, the most rigorous benchmark in finance.

Ted lives in West Linn, OR with his wife and two children.

Strategic Finance, Inc.

Strategic Finance is an independent Registered Investment Advisory firm operating in Oregon and Washington State.

Its mission is to provide clients with the highest quality financial advice possible using evidence-based practices that maximize our clients’ expected return while minimizing risk.

By integrating financial planning with portfolio management, we give clients the confidence of knowing the “why” behind their investment decisions.