Taylor Drake, CFA®
Avier Wealth Advisors
Financial Advisor located in Lake Oswego, OR and serving the entire Portland area.
• Fee-Only Financial Planning
• Distribution and SS Strategies
• Estate Planning
• 401(k) and IRAs
• Women and Investing
• Investment Management
• Insurance Review
• Dimensional Fund Advisors
• Concentrated Stock Positions
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Offices
Bellevue Office
10655 NE 4th Street
Suite 508
Bellevue WA 98004
Lake Oswego Office
4900 Meadows Road
Suite 130
Lake Oswego OR 97035
Also Serving
Seattle WA
Also Serving
Portland OR
Taylor Drake is a Lake Oswego, OR Fee-Only Financial Planner located in Lake Oswego and serving the entire Portland area. Avier Wealth Advisors specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography

As chief investment officer, Taylor Drake develops and oversees Avier’s investment policy, a role to which he brings a unique background in international investment banking and institutional money management. His goal is to bring the same high-level investment strategy and process used by institutional investors to the individual clients and families Avier serves. Taylor also works directly with clients as a lead advisor, creating customized portfolio management strategies aligned to his clients’ unique needs and goals.

Outside of the office, Taylor is an accomplished glider pilot. He loves the mental challenge of the sport, where decisions and reactions must be quick and tempered with calculated risk. Taylor doesn’t limit his adventures to the air. Also an accomplished athlete, he has successfully completed several half IRONMAN competitions and a trek to Mt. Everest Base Camp. Taylor and his wife Rudi enjoy traveling and spending time with their three boys, Shawn, Kevin, and Arthur.

Education

Bachelor of Arts in Economics with a minor in Japanese, Brigham Young University

Designations

Chartered Financial Analyst® (CFA) charterholder


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