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, and their golden retriever, Hootie.
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:
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.
Tell us about your special needs issue and we will put you in touch with Connor Kavanaugh CTFA, ChSNC