Best Financial Advisors in Beaverton

Advanced Wealth Management is a full-service financial management company that serves clients in Beaverton. The firm offers a wide range of services that can help clients reach their financial goals. Its financial advisors focus on financial planning, investment management, debt analysis, insurance planning, education savings, and tax coordination. The team also handles company retirement plans, wills and trusts planning, and charitable planning. The family-owned and family-operated business was founded by Robert Haley, who has been in the financial services industry since 1982.

Cascadia Wealth Management is a company that provides financial planning services throughout Beaverton and the surrounding areas. The firm specializes in financial advice and solutions to help clients with their wealth planning and portfolio management needs. Its team of independent financial advisors has an average of 20 years of experience helping individuals, families, and businesses reach their financial goals. The types of clients the company normally caters to are retirees and wealth accumulators.

Horst & Graben Wealth Management provides financial planning solutions for clients based in Beaverton. It comprises financial advisors and planners who have over 30 years of combined experience in managing investments for families, businesses, and charity organizations. They specialize in financial planning that focuses on anticipating not just the average outcome in a particular scenario but also the possibility of unexpected developments in the markets or in life. They also offer tax planning, investment recommendations, and estate planning services.

Human Investing is a fiduciary financial advisory firm that provides its services in Beaverton and the surrounding areas. It counsels individuals and families on investment management, financial planning, tax preparation, and risk management. As a B-Corp-certified company, Human Investing also works with companies in matters involving corporate benefits and retirement plan offerings. In charge of financial planning is Marc Kadomatsu, a Certified Financial Planner and a Chartered Financial Consultant who has over 17 years of experience in executive benefit, and insurance, estate, and tax planning.

Independent Progressive Advisors is a Portland-based financial services company that caters to clients in Beaverton. It designs customized financial plans and provides advice on areas like taxes and investments. The company also handles retirement planning and reviews individuals' tax status. It offers investment portfolios and assists clients through the process of socially responsible investing. Its team helps business owners set up employee retirement plans. One of the company's advisors, Ann Garcia, is a member of the National Association of Personal Financial Advisors.

Interactive Wealth Advisors, Inc., offers support and guidance to the residents of Beaverton in achieving their financial goals. It assists with retirement planning by helping clients in tax-smart investing, determining retirement income sources, implementing spending plans, and planning their estates. Its agents educate individuals on how to make diversified investment portfolios. Advisor Christopher K. Winn is a CFP who has been in the business for over 15 years. He is affiliated with the National Association of Personal Financial Advisors.

Lunaria Financial is a full-service financial management company serving the Beaverton metro. The firm's financial advisors address a wide array of financial planning and wealth management matters, including cash flow and budgeting, saving and investing, risk analysis, insurance management, education planning, and tax and estate planning. The team also handles real estate investments, charitable giving, and retirement planning. The company's founder, Luna Jaffe, is the author of the book "Wild Money: A Creative Journey to Financial Wisdom."

RGT is a wealth advisory firm serving clients in Richardson and the surrounding areas. It consists of advisors that work to help clients by being listeners, collaborators, and effective practitioners. Its managing director, Adam Goldenberg, holds over 17 years of industry experience. He specializes in investment management, financial independence planning, portfolio construction, and charitable giving. Goldenberg participates in numerous community organizations, including the Dallas Benefit Dinner. He is also a member of the Dallas Financial Planning Association.

Pinnacle Tax & Financial Services, LLC, is a Beaverton-based firm that delivers personalized services suited to clients' needs, from tax planning and representation to financial planning and investment management. The procedure begins by reviewing the wealth strategies universe and its components, such as accumulation, risk management, taxation, business planning, retirement planning, and estate planning. It puts out an implementation plan for clients' financial future based on the findings. The firm's founder and adviser, David J. Purkey, is a CFP and a licensed tax consultant.

Raaf Investment Advisors is a wealth management firm that helps clients in Beaverton and neighboring areas attain financial security during their retirement years. It offers a wide range of investment advisory and financial planning services, including customized investment plans creation, active portfolio management, and retirement planning. These are tailored to each client's current financial landscape, risk tolerance, and future goals. With over 24 years of experience in the investment industry, founder John C. Raaf has Certified Financial Planner and Chartered Financial Analyst designations.

SMB Financial is an independent advisory and planning firm offering services to Beaverton and its surrounding areas. It caters to clients in need of retirement planning, investment management, tax planning, estate planning, and risk management consultation and implementation services. Based in Portland, the company also offers IRA and pension management plans to businesses in Oregon. SMB Financial strives to abide by the principles of the 7 Deadly Sins of Retirement Planning when rendering services to its clients.

SRM Advisors is a financial planning firm that offers its services to families in Beaverton. Its client-focused approach puts emphasis on helping them identify and meet their objectives through actionable counsel and the focused analysis of options. From retirement funding to the protection of assets, it provides policy reviews, education, and second opinions to help clients understand their choices and situation. Principal Russell Owen is a Certified Financial Planner and is an active member of the Financial Planning Association of Portland.