CorLux Financial and Jones & Roth Financial Advisors Join Forces
Carrie Fortier, CPA is a Partner & Shareholder as well as the Construction Team Leader at Jones & Roth CPAs & Business Advisors. She writes about topics of intest to Contractors and owners of Construction businesses in the Pacific Northwest.
Jones & Roth Financial Advisors, LLC announced on Dec. 1, 2022 that it has acquired Eugene-based financial advisory firm CorLux Financial. The two firms have joined forces to deliver exceptional financial advisory services to clients throughout the Pacific Northwest.
“We’re pleased to welcome CorLux founder, Monica Osborne, CPA/PFS, CKA, RICP, and CorLux advisor, Colleen Wallace, CPA, CKA, to our Jones & Roth Financial Advisory team,” said partner and shareholder Robin Matthews, CPA. “With a shared value of delivering exceptional client service, this addition to our team will provide all of our clients with an expanded network of resources, expertise, and support, enabling us to provide a deeper level of service and positive impact.”
The two firms have coordinated a seamless transition for existing CorLux clients, who will transition along with their advisors to Jones & Roth.
Established in 2001 to provide integrated financial advisory services to clients of Jones & Roth CPAs & Business Advisors, Jones & Roth Financial Advisors has over 100 years of combined team experience and is dedicated to helping clients improve their financial situation through tax-efficient financial planning. Jones & Roth is headquartered in Eugene, Oregon, with additional offices in Hillsboro and Bend, and virtual capabilities to serve clients nationwide.
