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 Palladio Consulting LLC and lives in SW Portland with his wife, Lexi, daughter, Dolly and their golden retriever, Hootie.

Firm Description

Palladio Consulting LLC is not just a fee-based registered investment advisor (RIA); we are dedicated champions for individuals with disabilities and their families. Our mission is clear: to positively transform the lives of those we serve by providing personalized financial planning and investment advisory services designed exclusively for special needs families.

Our Services Include:

• Special Needs Financial Planning: Crafting tailored plans to secure your loved one’s future.
• Investment Advisory Services: Smart investment strategies that align with your goals.
• Tax Planning and Estate Design: Maximizing your benefits and protecting your assets.
• Government Benefits Planning: Navigating the complexities of available support programs.
• Settlement Planning: Making the most of settlement funds to ensure long-term security.
• ABLE Account Strategies: Leveraging tax-advantaged accounts for your loved one’s needs.

Our team combines unique personal and professional experiences, united by a common purpose: to serve special needs families with compassion and expertise. While our individual motivations may differ, our collective commitment to making a difference remains steadfast.

At Palladio Consulting, we believe that every family deserves access to the right information and resources. By guiding you through the financial, legal, and government programs available, we help you meet both day-to-day needs and long-term care plans for your loved ones. Let’s work together to create a brighter future!

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