Financial Counsel to Governments, Non-Profits & Public Private Ventures

PMB 172-V
333 So. State Street
Lake Oswego, OR 97212

fax: 503-288-3972

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Western Financial Group was founded to provide exceptional quality financial advice to a limited group of entities engaged in the financing of public infrastructure. 

What We Do

Since WFG’s beginning in 1995, WFG has served as financial advisor on over 350 bond issues totaling over $14 billion.

Western Financial Group is comprised of only partners; there are no junior staff. We focus our efforts on providing top quality service to a limited number of clients, which relieves us of unnecessary overhead and divergent priorities experienced by big national companies.

WFG brings breath and depth of experience, innovation, integrity, and personal attention to its clients.

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What's New?

WFG was recently re-hired by Tri-Met.  After trying a big national firm for a year, Tri-Met decided to return to WFG's personal, highly competent financial advisory services!

We've been busy!  Recently completed transactions:  Just Completed State of Oregon Certificates of Participation - $236 MM in a taxable and tax-exempt series.  New Mexico Finance Authority - PPRF Bonds.

Soon to be completed -

State of Oregon Lottery Revenue Bonds, $480 MM.

Clean Water Services - re-written indenture and renegotiation with bond insurers on surety provisions.

Alaska Industrial Development Authority - Strategic Plan.

Beaverton Schools FFCO and GO bonds. 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PMB 172-V
333 So. State Street
Lake Oswego, OR 97212

fax: 503-288-3972