Jeffrey Vass

Dedicated to assisting our clients toward meeting their goals and dreams.

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Meridian Financial Group Jeffrey Vass
Milwaukie, OR

Serving Clients Nationwide

Dedicated to assisting our clients toward meeting their goals and dreams.

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Helping people make appropriate investment decisions and retirement plans are certainly not new to Jeffrey Vass. He has over 30 years’ experience in the financial services industry and co-founded Meridian Financial Group, Inc. in 1999. Working with businesses and individuals he blends his knowledge and experience with a unique ability to explain and educate complex concepts to help his clients feel at ease and well informed. The combination of technical and interpersonal skills has been essential in helping clients pursue their financial goals.

Jeff received his Bachelor of Science in Communication and Psychology from Oregon State University. He holds several industry licenses including the Series 6,7,24, 63, and 65, registered through LPL Financial, as well as Insurance licenses for life, health, and disability in Oregon, Washington, and California.

Native to Oregon, Jeff is family and community-oriented. He enjoys living in Happy Valley with his wife Marlow where they raised their two children. Passionate about athletics he loved coaching and helping his children in their sports. He also enjoys hunting, fishing, golfing, and skiing.

Primary Location

4120 SE International Way, Suite A209, Milwaukie, Oregon 97222-8860

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to contact us by phone or email. We look forward to speaking with you.

About our Firm

Meridian Financial Group, Inc. is a Registered Investment Advisory firm specializing in financial planning, retirement planning consultation, and investment advisory services.

Founded in February 1999 by enterprising partners, Meridian Financial Group seeks to develop long-lasting relationships with our clients, gaining their respect and trust. Our staff of financial professionals is dedicated to assisting our clients toward meeting their goals and dreams.

✅ Business Relationships

Meridian Financial Group, Inc.’s focus in the business community is comprehensive retirement program consulting, implementation, and on-going support. Our firm consults with business owners and board of directors, helping them tailor a retirement plan specific to the company’s objectives.

We evaluate investment sponsors for our business clients to help select a diversified menu of investment options to position within their retirement plan. Our firm works diligently to raise employee awareness and increase the overall value of a company sponsored retirement plan.

Companies working with Meridian Financial Group have more than just a retirement plan, they have a retirement program. Our retirement programs can help our clients establish a competitive advantage when looking to continually attract, retain, and motivate quality employees.

We put our knowledge and experience to work for our clients, providing value added services required in competitive retirement programs. These services include assisting with participant enrollment, plan education, consulting services, and executive benefits programs.

✅ Individual Relationships

Meridian Financial Group, Inc. uses a needs based analysis approach as the basis for financial planning and consulting with clients. Foremost, we listen to our clients; their wants, needs, goals, and dreams. We analyze our clients’ financial condition and then apply their goals to obtain a “snapshot” of their current position.

Through thorough examination, we give recommendations to assist our clients’ with pursuing their financial success. Our firm understands life is not static. There are numerous changes over the years. We are always available for our clients and have the ability to be flexible with our planning, making the appropriate updates and modifications when they arise.


Bachelor of Science in Communication and Psychology, Oregon State University


Hobbies and Interests

  • Family
  • Fishing
  • Golf
  • Hunting
  • Skiing
  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

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