Oregon Medical Group Management Association

Financial Services



Bank of America | Partner Since 2018

1211 SW 5th Avenue, Portland OR 97204

www.bankofamerica.com

Heritage isn't just about history. It's about people and their stories. The stories that shape who we are, tell where we've been and show where we're going. At Bank of America, our history covers more than two centuries and includes people who helped to shape life as we know it in this country.

At Bank of America, we specialize in Healthcare Lending and Financial Services. We provide industry experts to manage your relationship locally, assisting medical practices of all sizes. Whether your need is for start-up, purchase, real estate, debt consolidation or equipment financing, Bank of America can assist you.

Please contact:

Laura Shipley
503-944-3204
503-544-9441
Laura.shipley@baml.com
https://rm.bofaml.com/laura.shipley



Higley Financial | Partner Since 2018

www.higleyfinancial.com

Our focus is financial wellness!  Clinics ask us to serve as their advisor for 401(k) fiduciary investment services and for specialized financial programs for high-income staff.  Medical professionals ask us to be their personal fee-based financial planning, investment, retirement and insurance advisor.  Contact us for a confidential financial check-up!        

Please contact:

Shawn O. Higley CPFA, CRPC, AIF
503-747-8601
shawn@higleyfinancial.com


Jones & Roth CPAs and Business Advisors | Partner Since 2012

5635 NE Elam Young Pkwy, S-100 • Hillsboro OR 97124

www.jrcpa.com

The Jones & Roth Healthcare Team works with medical practices and clinics across Oregon & Southwest Washington from offices in Portland, Hillsboro, Eugene and Bend providing a comprehensive suite of services including practice management, advisory services, retirement plan administration and tax & accounting services. Services are designed to ease the business-related pressure of practice operations and ownership.

Please contact:

Jeremy Prickel, CPA
541-687-2320
jeremyp@jrcpa.com

Robert Adrian
Client Services Advisor
503-648-0521
radrian@jrcpa.com


Moss Adams, LLP | Partner Since 2012

805 SW Broadway Ste 1200 • Portland OR 97205

www.mossadams.com

Consulting, Financial Services, Billing & Coding

Moss Adams provides, tax, audit and specialized consulting services in the areas of physician compensation, strategic planning, Medicare compliance, medical documentation and coding reviews, ICD10 planning and transition, Recovery Audit Contractors (RAC) services, practice assessments, benchmarking, budgeting software, clinical operation review, and managed care contract analysis.

Please Contact:

Darci Boyle
503-242-1447
503-274-2789 Fax
darci.boyle@mossadams.com


Preisz Associates, Inc. | Partner Since 2013

4525 SW Condor Avenue • Portland, OR 97239

www.preisz.com

Preisz Financial, an independent retirement plan advisory firm, is proud to provide the following services: Non qualified supplemental executive retirement plans. Group benefits including: medical, dental, disability, business and life insurnce. Long-Term care plans, both individual & group. Individual fee-based wealth management & financial planning.

Please contact:

Michael Preisz, AIF®, CFP®, CLU, ChFC, CPA
503-224-1600
503-274-8003 Fax
michael@preisz.com


The Partners Group | Partner Since 2012

11740 SW 68th Parkway Ste 200 • Portland OR 97223

www.tpgrp.com/pas

Whether you need Employee Benefits, Commercial Insurance, Retirement Plan Consulting or Physicians Advisory Services, we’re invested in you. Your goals. And your success. Discover the company that believes in creating partnerships rather than collecting clients. See what happens when your success comes first.

Please contact:

Adam Johnson
Relationship Manager
503-941-4330
ajohnson@tpgrp.com
https://www.tpgrp.com

Contact us! main@omgma.com | 971-373-1477 | P.O. Box 790, Sherwood, OR 97140

Copyright 2019, Oregon Medical Group Management Association