Maria Malloy, CFP®
We are an independent, women-founded, employee-owned financial advisory firm.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
We are an independent, women-founded, employee-owned financial advisory firm.
Areas of Focus
- Budgeting
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Choosing a Financial Advisor
- Compensation Planning
- Divorce Financial Planning
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Emergency Savings
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Socially Responsible Investing
- Taxes
- Travel
- Women & Wealth
About Maria Malloy, CFP®
Maria joined the firm in 2022 and is a CERTIFIED FINANCIAL PLANNER™ professional. She collaborates with clients to help them achieve financial wellness by providing financial planning and investment advice.Maria found her way into wealth management through a natural interest in personal finance and a little serendipity. After 14 years as a dedicated dental hygienist, one informational interview turned into a new career. It felt meant to be. Maria is passionate about helping others, and clients can feel her genuine desire to make their lives better. Outside the office, you might find Maria taking a long walk with her dog Heidi, learning Korean, or discussing the latest novel with her book club.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to speaking with you.Offers Investment Management
Yes
About Vision Capital Management
At Vision Capital, we believe in serving clients by:• Nurturing strong, collaborative relationships
• Using our expertise to build dynamic, risk-optimized portfolios
• Empowering them through education
Our collaborative and team-oriented culture started with our founders, Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital Management in 1999. They established the firm as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients.
From the start, our values centered on providing outstanding client service; the kind of service where our clients call us for just about anything on their to-do list. Each and every client relationship represents our values hard at work; we are their partners and driven only by the motivation to provide the best and most transparent investment management and financial planning services.
We start by listening. We want to understand our clients’ visions of their future based on their aspirations. The next step is to put together a plan that will help make these dreams come true and hopes fulfilled. Lastly, we focus on working on the plan. No detail is too small.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We strongly believe this has something to do with our success and the sustainable growth we have enjoyed over the years.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We look forward to speaking with you.
Education
Bachelor of Science degree in Dental Hygiene, minor in business, Oregon Institute of Technology, 2011
Hobbies and Interests
- Animal Rescue
- Animals
- Beach
- Eating Out
- Exercising
- Family
- Hiking
- Reading
- Relaxing
- Running
- Shopping
- Traveling
- Walking
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Caregivers
- College Graduates
- Corporate Executives
- Couples
- Dentists
- Educators
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Intergenerational Families
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Remote Workers
- Scientists
- Single Women
- Special Needs
- Technology Professionals
- Therapists
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
