The Floberg Fisher Group

Merrill Lynch Wealth Management

6000 Meadows Rd
Lake Oswego, OR 97035
(503) 699.7207
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Floberg Fisher Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Matthew Floberg
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Show more recognition
About Us
Our Process

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Matthew Floberg,

CIMA®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
503.699.7205
Brett Fisher,

CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
503.699.7271
Diane M Carter
Senior Consultant
503.221.4711
Terri L Stream
Wealth Management Associate
503.699.7252
Kelly Davis
Officer, Registered Senior Wealth Management Client Associate
503.699.7207
Jennifer Ming
Registered Wealth Management Client Associate
503.699.7295
Jessica Renard
Wealth Management Client Associate
503.699.7244
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Marci White
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #986796
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Melissa VanMetre
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.