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(503) 558-3102

If it matters to you, it matters to us
Warm Insightful Guidance

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Because Money Doesn’t Come with Instructions

Your financial journey begins here

We Start By Listening

We are here to help with advice that is independent and objective, but more than that, it’s personal. We want to understand you; meet you where you are and work with you to get where you want to go. This can only be achieved when we listen to and understand your goals. Once our path is clear we work with you to create a plan and a portfolio that is uniquely aligned with your goals.

Our dedication to you

You come first – always. You deserve good, objective advice from an experienced, educated and Accredited Investment Fiduciary. We are committed to you receiving what you deserve.

Why Victory Financial?

Has someone you were considering hiring for a job tell you marvelous things about themselves and their work? At Victory we believe talk is cheap. It is what we DO that matters. We deliver measurable results in plain English.
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Retirement Planning
Investment Strategy
Tax Planning
Social Security Optimization
Retirement Income Protection
High Net Worth Financial Planning
Estate Planning
Divorce Coaching

Financial Advisor

Mary T Moose
AIF® / RFC®

Founder &
Financial Planner

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"We take the time to listen and build trust with our clients."

EDUCATION. ADVOCACY. WISDOM.

How We Help

Our investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then we create a personal portfolio that is uniquely aligned with your goals and risk tolerance. 

We're here for you

Financial planning and investing isn’t a one-time event, it’s just the beginning of an ongoing relationship with us that will continue as you go through life. Life happens, the world adjusts to events and things change and change again. We are here to help you determine the adjustments that need to be made as your life happens. We will meet on a frequency set by you and always welcome your call or email.

Women Rock!

Victory Financial Planning’s owner, Mary Moose, a woman who believes that women have a different relationship with money than men. Security is typically top of mind. That’s why we provide advice from an intimate perspective—one that acknowledges and addresses your concerns as well as your aspirations.

Get the help you need

Victory Financial Planning is made up of a carefully selected team of seasoned professionals whose purpose is to cater to you. You will have access to our professionals who will help you with comprehensive financial planning, retirement and income planning, asset preservation strategies, tax reduction strategies, and estate planning advice.

SCHEDULE A COMPLIMENTARY CONSULTATION

Everyone talks about trust, we prefer to listen.

LET’S HAVE A CONVERSATION

WELCOME TO OUR FAMILY

We help YOU find CLARITY in complexity

LETS' GET STARTED!

SCHEDULE A COMPLIMENTARY CONSULTATION

Everyone talks about trust, we prefer to listen.

LET’S HAVE A CONVERSATION

It's your time to lead

Do you want an advisor who has been there and done that? Someone who doesn’t judge you for past decisions and respects you for who you are? It’s you time! Time to take control of your money with the help of an advisor who can get the job done!

We're here to help

With over 24 years of experience, we have the knowledge and expertise to provide the best possible advice on all things money. We’ll work with you one-on-one, to find the solutions that best fit your situation. Victory Financial is an independent – Registered Investment Advisor, committed to your success.

Expertise that goes beyond numbers

We handle everything from retirement planning and asset preservation strategies to estate planning. You’ll have access to to a team of professionals who will guide you through all the steps of developing a sound financial plan.

" We start by putting you at the center of every conversation. "

Client Advocate

Mary T Moose
AIF® / RFC®

FOUNDER

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PLAN WELL. LIVE FULLY.

Smarter decisions. Greater possibilities.

GET TO KNOW VICTORY FINANCIAL PLANNING

A Different Perspective

Playing devil’s advocate and thinking outside the box are favorite pastimes at Victory Financial Planning. We do this to challenge the status quo and create new opportunities. We are fiercely independent and demand more of ourselves because we want to be the best. VFP is a full-service, woman owned, Registered Investment Advisor with a deep bench and a wealth of experience. Our approach looks at you, the whole person, not just your money.

We insist on 100% Transparency

We are committed to providing the highest level of transparency in our advice and investments. There are no hidden agendas (or fees). It is all out on the table.

More than just finances

Because we become your trusted advisor Victory advisors become close to their clients and can often be found giving a hug or passing the tissue box. We care and if you don’t take care of you…nothing else matters.

WELCOME TO OUR FAMILY

More Strategies
More Options
More Transparency

Explore Your Possibilities

What keeps you up at night?

Have you ever laid awake wondering if you will have enough or what will happen when…? Victory Financial Planning is here to help you make the most of your money and get a good night sleep. With our expertise in asset preservation, retirement, and income planning, we can give you the peace of mind that comes with knowing your finances are in order.

Our collaborative process allows you to be a part of every step of the process

The way we engage with you is different from other advisors — we want you to be involved because we know that it’s how you will reach your unique financial goals. Our process is collaborative and transparent, allowing for an open dialogue between us so that nothing is missed. Victory Financial is a Financial Planning firm uniquely focused on providing a personalized and collaborative experience. When you work with us, you’ll get advice tailored to your life and goals.

Not your parent’s Financial Advisor

We’ve challenged the status quo and shattered the old ideas about how a Financial Planner should be in client relationships. We are down to earth, warm, insightful people too! We do our best to present information in a way that is easy to understand and promise not to bore you with tons of charts and graphs. We simply meet you where you are and help you get where you want to be so that you can live with more confidence now and in the future. Everything else is noise.

We are always there for you, no matter what…

Two brains are decidedly better than one. You will have a relationship with your primary advisor and will also be well known to and will meet a 2nd advisor who is ready to step in at any time. We will never leave you in the lurch.

Warm and Insightful Financial Guidance

Victory Financial Planning is a Firm steeped in experience and education.
As a Registered Investment Advisor, Victory Financial Planning is held to the highest standard
in the industry, the Fiduciary Standard. Doing what is in the best interest of our clients is, and
always has been paramount. We insist on 100% transparency and there is no ambiguity in our
recommendations. We leave the jargon and the suits for the big boys.

FINANCIAL PLANNING DONE RIGHT
More strategies. More options. More transparency.

Let’s Get To
Know Each Other

We build BULLETPROOF futures. What will yours look like?

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Location

4800 Meadows Road, Suite 300
Lake Oswego, OR 97034

Contact

Phone: (503) 558-3102
Fax: (503) 893-3058

Links

www.victoryfinancialplanning.com
Mary@VictoryFinancialPlanning.com 

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