Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.
January 2024
It's always an excellent experience meeting with Bill Holiday. He's very organized with good use of visuals. Takes the time to answer all questions in an understandable and articulate manner. He's a good listener and is not overly directive. The advice has always been sound, useful, and consistent with who we are.
AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. We have an office in Lake Oswego, OR and we work with clients virtually throughout the US. We travel often to visit non-local clients throughout the year.
