LISSA PIPER

Money Blossoms, LLC is a Beaverton, Oregon practice led by Lissa Piper, serving clients through a virtual financial planning practice that can work with clients nearly anywhere they have an internet connection.

Its services include tax preparation, holistic financial planning, investment management, quick start planning options, and small group workshops.

Money Blossoms, LLC is a Beaverton, Oregon practice led by Lissa Piper, serving clients through a virtual financial planning practice that can work with clients nearly anywhere they have an internet connection. The firm focuses on helping active, professional women understand their finances through education, coaching, and ongoing support.

Its services include tax preparation, holistic financial planning, investment management, quick start planning options, and small group workshops. The site identifies Lissa Piper as an Enrolled Agent, CERTIFIED FINANCIAL PLANNER™, MBA, and Accredited Wealth Management Advisor, and describes her as a fiduciary, fee-only Investment Advisor Representative.

Money Blossoms states that it is a registered investment advisor offering advisory services in Oregon and Washington and in other jurisdictions where exempted.