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Insight Financial

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Client assets under management

$20,500,000

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Clients

40

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

20

Very Low

Average account size

$512,500

About

Insight Financial serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and certain qualified institutional buyers, working with about 40 clients and managing roughly $35.4 million in client assets. The firm offers fee‑based investment advisory services, financial and private wealth planning, pension participant fiduciary advice, and assistance with limited private offerings under Rule 144A.

The firm describes a tactical allocation approach and custom portfolio management that can use fundamental, technical, and cyclical analysis across a wide range of securities, with the use of investment policy statements for plan participants. Although it provides discretionary management, its reported assets show a majority held on a non‑discretionary basis, and the adviser may implement portfolio adjustments such as cash positions or sector‑specific stock recommendations.

Insight Financial’s brochure highlights several features that are less common among peers: an affiliation with and recommendation of investments in a private business lending fund and pooled vehicle (Solid Rock Capital, LLC) and a disclosed administrative role in certain Rule 144A offerings for which it may receive issuer compensation. Its investment adviser representatives are also licensed to sell insurance and provide tax preparation services, creating potential additional compensation streams that the firm discloses and manages as conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Manager of 144a offerings

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Income planning General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

Up to $36,000 per year for Private Wealth Management Planning services (negotiated based on complexity and estimated hours)

Percentage

$0 - $2 million: 1.00% annually $2 million - $5 million: 0.75% annually $5 million+: As negotiated

Project-based

$250 per hour (used to estimate fixed fees for Private Wealth Management Planning)

Main office location

Insight Financial

7307 Sw Beveland Road, Suite 200

Tigard OR 97223, United States

Number of offices

1

Most active in

More info

Oregon · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 509-994-6465

Advisors at this firm

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Erik B

Series 63, Series 65

Tigard, OR

Insight Financial

Erik Bloomfeldt is a financial advisor at Insight Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Solid Rock Capital, LLC and Integrity Financial Corporation. Outside of advising, he is a part owner of a farm and guest ranch in Sisters, Oregon, though he is not involved in its operations. Insight Financial serves individuals, retirement plans, trusts, estates, and charitable organizations with fee-based portfolio management, financial planning, and private wealth management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a diverse range of investment instruments.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Income planning General estate planning guidance Founder/Business Owner
user avatar

Litonya A

Series 66

Tigard, OR

Insight Financial

Litonya Allen is a financial advisor at Insight Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, World Financial Group, and Ameriprise Financial Services. Outside of her advisory role, she is an ordained minister and serves as president and board member of Covering of God United Ministries, and she owns Gold Hummingbird LLC, a tax preparation business. Insight Financial serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering fee-based portfolio management, financial planning, and private wealth management. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a broad range of investment instruments.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Income planning General estate planning guidance Founder/Business Owner
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