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Wholehearted planning to light your path ahead.

Wholehearted planning to light your path ahead.

We specialize in tax-efficient financial planning to help families and businesses with the protection, management, and legacy transfer of their wealth. Whether you have significant assets to manage or are just beginning to accumulate wealth, we have the expertise and resources to provide you tailored financial advice.

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Our Approach

As a late French poet once said, “a goal without a plan is just a wish.” As advisors we encourage our clients to dream big, knowing that the way to accomplish those big dreams is through goal setting and strategic planning. That is why at CorLux Financial, we take a holistic approach by integrating life planning as a core offering in our services.

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Our Story

Founded in 1998, CorLux Financial is a CPA full-service financial firm located in Eugene, Oregon. Whether you have significant assets to manage — or if you are just starting to accumulate wealth — we have the seasoned know-how to offer you tailored financial expertise.

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Our Values

At CorLux Financial, our values are closely aligned with family since that’s exactly what our clients are to us. As we wish to be your financial advisors for life, the values ingrained in our services go the distance.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Why Work With CorLux Financial?

Why Work With CorLux Financial?

Navigating the waters of financial, investment and tax planning can seem scary and daunting. There is much to consider, and who to entrust to help you is the first big decision. At CorLux Financial, our personal goal for each and every one of our clients is to inspire confidence and bring a sense of peace and wellbeing to any financial undertaking you come to us with. In order to achieve that, we offer holistic guidance and lifelong partnership to continually make your financial goals a reality, no matter how your needs and life evolve over time.

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Hours of Operations

Monday - Thursday, 8:30 am - 4:30 pm

Fridays, By appointment

Upcoming Market and Office Holiday Closures, as of 11/18/2021

November 25th-26th, 2021 (Thursday-Friday) | Thanksgiving

December 24th-27th, 2021 (Friday-Monday) | Christmas

December 31st, 2021 (Friday) | New Year's

January 17th, 2022 (Monday) | Martin Luther King, Jr. Birthday

February 21st, 2022 (Monday) | President's Day

April 2nd, 2022 (Friday) | Good Friday

May 30th, 2022 (Monday) | Memorial Day

July 4th, 2022 (Monday) | Independence Day

September 5th, 2022 (Monday) | Labor Day

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