Teaching Clients about Financial Asset Management
Welcome! I’m Ladd McKittrick of McK Financial Services, an independent financial advisor with LPL Financial. With more than 20 years of experience navigating various financial markets, I understand the importance of fostering long-term relationships with my clients. As a teacher and coach by nature and training, my goal is to work with people through every step of their financial planning journey. Working with individuals, families, and business owners in all stages of their financial lives, I help them develop financial strategies that are designed to guide them through the many milestones of life. My focus is on proper portfolio asset allocation that is commensurate with their risk profile, investment time horizon, cash flow needs and overall investment objectives.
Based in Lake Oswego, I serve clients locally in the Portland area, throughout Oregon, California, Washington, Arizona, Georgia and Illinois. Contact me today to see how I may be able to help you pursue the goals you have set for yourself and your family.