Acumen Financial Group

Our Vision: Empowering Financial Success

DPW + You is a team of certified public accountants in Portland, Oregon, dedicated to helping individuals and businesses achieve financial success through personalized financial guidance and strategic planning. We believe in building lasting relationships with our clients, offering a refreshingly different approach to traditional accounting services.

Personal Services

We specialize in:

• Tax planning and preparation for individuals
• Estate planning and trust services
• Retirement planning and investment guidance
• Wealth preservation strategies
• Life insurance analysis and recommendations

Business Services

We offer a wide range of services to empower businesses to:

• Maximize profits and minimize taxes
• Develop and implement strategic plans for growth
• Optimize operational efficiency and profitability
• Navigate complex financial environments
• Access valuable financial insights

A Client-Focused Approach

Our team takes a personalized and collaborative approach to understanding your unique needs and goals. We work alongside you to:

• Understand your financial situation and aspirations
• Develop customized plans to achieve your short-term and long-term goals
• Implement strategies that align with your values and risk tolerance
• Regularly review and refine your plans to ensure they remain relevant and effective

More Than Just Numbers

At DPW + You, we believe in the power of financial planning to transform lives. We go beyond simply managing your finances to proactively guide you towards a secure financial future. Our team has extensive experience in various industries, allowing us to provide tailored guidance across all aspects of your financial life.

Let's Work Together

Contact us today to schedule a consultation and learn how DPW + You can help you achieve your financial goals and make informed financial decisions.