history

A Good Start

Multnomah Group was founded by Erik Daley and Scott Cameron in 2003 to serve the needs of plan sponsors looking for objective, bias-free advice. Prior to founding the firm, Erik and Scott had worked for the Portland, Oregon office of a national retirement plan services firm that provided bundled recordkeeping, administration, and investment advisory services.

Working on the vendor side of the business, Erik and Scott saw daily the inherent struggle between retirement plan vendors and their plan sponsor clients. Too often, vendors focus on doing what is best for their business, rather than what is best for their clients. In starting Multnomah Group, Erik and Scott wanted to work directly with plan sponsor clients, unconstrained by the limitations of any single vendor platform.

Multnomah Group was initially started to provide retirement plan consulting services to regional clients in the Pacific Northwest. At the end of 2006 the firm acquired IFC Retirement Advisors, Inc., a Los Angeles based fee-only retirement plan consulting firm. The acquisition of IFC was followed by the acquisition of the investment advisory business of Suriano-Williams Financial Services, Inc. in 2007.

Since 2007, Multnomah Group has added consultants in Northern California and Washington. We continue to expand our services to clients across the nation.