Steven Jamison, CFP®, CPA
Save Time. Build Wealth. Live Life.
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Jamison Hanson
Steven Jamison, CFP®, CPA
Salem, OR
Serving Clients Nationwide
Save Time. Build Wealth. Live Life.
Areas of Focus
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Steven Jamison, CFP®, CPA
Steven Jamison helps clients have peace of mind by addressing the challenges and opportunities presented by their wealth including tax compliance and minimization, investment management, charitable giving, trust and estate administration and wealth transfer to future generations.Steven listens carefully to understand their goals, concerns, and desires. He then uses audio, visual, and tactile methods to explain the issues, options, and implications so that clients can make informed choices that align with their core values and long-term objectives.
He takes his fiduciary responsibilities as an advisor very seriously, aspiring to provide the standard of care to each client that he would to his closest family members and best friends. He is passionate about proactive planning, and one of his greatest satisfactions in life is seeing clients achieve the outcomes they desire as a result of careful planning, discipline, and perseverance.
Steven is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner. He is a member of the Willamette Valley Estate Planning Council and American Institute of Certified Public Accountants. He holds a Series 65 license as administered by FINRA. He graduated cum laude from Brigham Young University with a B.S. in Accounting.
Away from work, he enjoys spending time with his wife Rachel and their five children. Together they enjoy spending time in the outdoors including biking, hiking, and swimming. In addition to the Willamette valley, they enjoy the splendor of the high desert of central Oregon and lush beauty of the Hawaiian Islands.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
- American Institute of CPAs
Primary Location
1564 Commercial Street SE, Salem, OR 97302
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. Our first step is to get to know you and what your financial world looks like. We’ll have a quick phone call to discuss what you’re looking to accomplish from your wealth management and how we can help you achieve your goals. During this call, you’ll also have the opportunity to ask us questions so you can get to know us better. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Jamison Hanson
When you become a client of Jamison Hanson, we take care of you by taking complete care of your money. Our full-service, fee-only financial planning and accounting firm provides comprehensive wealth management so busy people can capitalize on opportunities and get back to the lives they love.The Simple Solution to Wealth Management
✔️ Simplify Your Finances
By providing full-service accounting and financial planning for your personal and professional world, our firm gives you the ability to take care of all your financial needs in one place, at one time.
✔️ Optimize Opportunity
By meeting with clients on a regular basis and reviewing your entire financial landscape, we’re able to help you take advantage of wealth-building opportunities you might otherwise miss.
✔️ Save Money
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, we provide in-depth tax expertise that helps you minimize your tax burden and keep more of what you earn.
How We Help
Your life is busy enough without adding wealth management to the mix—but that doesn’t mean you should miss opportunities to protect and maximize everything you’ve worked for. At Jamison Hanson, we believe hardworking business owners and professionals deserve a better wealth management solution. That’s why we provide a comprehensive service that allows you to manage your accounting and financial planning services all in one place—so you can get back to living your life.
As a CPA financial advisory practice, we provide a holistic relationship that not only brings simplicity to your financial world, but helps you take advantage of timesaving and wealth-building opportunities. Our diligent communication allows us to maintain comprehensive oversight of your long-term goals while we reduce your tax burden and address day-to-day planning needs.
When you work with us, you’ll have an entire team that’s privy to your financial landscape, making it easy for you to address all your financial questions in one place, at one time. Our fee-only planning structure ensures the focus is always on you—your goals, your opportunities, and your best interest. We’re not influenced by commission-based products, and our advice speaks solely to what serves you.
We know your life is busy, but that doesn’t mean it should be more complicated. We believe that by simplifying the process of holistic wealth management, we can become a catalyst that helps you achieve your biggest goals, save precious time, and gives you confidence about your future.
Education
Brigham Young University, B.S., Accounting
Hobbies and Interests
- Cycling
- Family
- Hiking
- Swimming
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Contractors
- Corporate Executives
- Dentists
- Dual Income Family
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Real Estate Investors
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