Portland, OR

10200 SW Greenburg Road #340 Portland, OR 97223

(503) 603-0880


About this location

The Carson Wealth Portland office is located in the Lincoln Center, a seven building campus just minutes from downtown Portland, Lake Oswego and Hillsboro. Managed by Eric Wishan, the Portland financial advisors work with clients in various life stages including those who are preparing for or living in retirement. This financial advisory firm develops personalized financial plans design to fit their clients’ unique needs.

Contact us

Portland, OR Office

10200 SW Greenburg Road #340

Portland, OR 97223

Phone: (503) 603-0880

Fax: (971) 223-4728

Portland, OR Community Partnerships

Phil Sherman and his wife, Jordyn, are proud supporters of CASA (Court Appointed Special Advisors). The vision of CASA is to advocate for a child in the foster care system who has been abused or neglected and to get them into a permanent home safely, quickly and effectively. To learn more about CASA, click here.

Kerry Benson and her husband, Jim, are involved at their church, Pathway Gresham. Kerry coordinates 60 volunteers to serve three services every weekend and Jim leads them each week. Kerry and Jim also support missions abroad that work with orphans and widows through Apple of His Eye Charity, a local non-profit, and missionaries in Japan through World Venture.