Scott Malbasa, J.D., CFP®

Owner and Lead Advisor

I’m the founder, owner, and lead advisor of Adelphi Wealth Advisory.

With over a decade of experience in financial planning—and a background as a former attorney—I bring both analytical insight and real-world perspective to the work I do with clients.

I founded Adelphi with one goal: Put the client first. While my background as a lawyer and financial advisor help me develop insights and strategies to deliver exceptional client services, every client is unique. Understanding your values, your goals, and your dreams is always the first step in partnering with you to develop the right plan for securing your financial future.

I currently serve as President of the Financial Planning Association of Oregon and Southwest Washington, where I work to elevate the profession and connect with peers who share a commitment to client-centered planning.

Outside of work I’m a loving husband and father of two—my daughter is 13, and my son is 10. I’m also an avid runner, youth baseball coach, and a lifelong fan of football, basketball, and baseball.