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Connor W Kavanaugh CTFA, ChSNC

Palladio Consulting LLC

Connor W Kavanaugh CTFA, ChSNC

Palladio Consulting LLC

Connor W Kavanaugh CTFA, ChSNC

Palladio Consulting LLC

Profession LogoFINANCIAL PLANNER

Connor W. Kavanaugh has practiced in the areas of Special Needs and Financial Planning since 2012. Originally from Seattle, he calls Oregon home after moving to Portland in 1996. Connor earned a degree in Finance from Portland State University in 2012 and also spent five seasons on the football field as an All-Conference quarterback for the Vikings. Connor has developed a specialty in assisting families create valuable financial strategies to help provide for the lifelong needs of their loved ones with a disability.

In addition to his experience, Connor finished his Chartered Special Needs Consultant (ChSNC) designation from the American College in 2014, and earned his Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association in 2018. Connor serves on the Families and Community Together (FACT) Board, Down Syndrome Network Oregon (DSNO), Portland State Alumni Association Board, the Portland State Athletic Department Advisory Board, he is a member of the Society of Settlement Planners, and the Academy of Special Needs Planners.

Connor is the Founder of the Palladio Group and lives in SW Portland with his wife, Lexi, daughter, Dolly and their golden retriever, Hootie.

Firm Description

Palladio Consulting LLC is a fee-based registered investment advisor (RIA) offering financial planning and investment advisory services tailored exclusively for indivuduals with disabilities and their families.

Services we offer:

  • Special Needs Financial Planning
  • Investment Advisory Services
  • Tax Planning and Estate Design
  • Government Benefits Planning
  • Settlement Planning
  • ABLE Account Strategies

Through our unique, personal and professional experiences, our team came together to help serve special needs families. Although our individual motivations to serve may differ, as a group, we share the same mission.

Our mission is to positively impact the lives of people with a disability and their family by helping them develop a tailored Special Needs Financial Plan.

By assisting families with their planning, we provide access to information and specialists to help identify the appropriate financial, legal and government programs to help fulfill their loved one's day-to-day needs, as well as their long-term plans for care.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

5200 SW Macadam Avenue
Suite 450
Portland, OR 97239

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts