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Best Financial Advisors in Beaverton

2023

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Website
7837 SW Capitol Hwy, Suite C, Portland, OR 97219
  • Retirement Planning

Why choose this provider?

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."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.5 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
121 SW Morrison St., Suite 905, Portland, OR 97204
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (6)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
4900 SW Griffith Dr, Suite 210, Beaverton, OR 97005
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1905 NW 169th Place Suite 220, Beaverton, Or 97006
  • Finance Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
8050 SW Pfaffle Street Suite 100, Portland, OR 97223
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
10220 SW Greenburg Road Two Lincoln Suite 210, Portland, OR 97223
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3 Centerpointe Drive, Suite 410, Lake Oswego, OR 97035
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
525 3rd St. Suite 200, Lake Oswego, OR 97034
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1675 SW Marlow Ave. Suite 305, Portland, OR 97225
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is longevity risk in Beaverton?

    One of the most common issues for retirees in Beaverton is longevity risk, which is the concerning prospect of outliving one’s retirement savings or income sources. This risk may be aggravated by factors such as inflation and rising costs of healthcare, the sudden need for long-term care or disability accommodations, and inadequate financial planning.

  • Does returning to work after retirement affect Social Security benefits in Beaverton?

    Beneficiaries in Beaverton who wish to return to the workforce after retirement should keep in mind the Social Security earnings limit, which is $21,240 as of 2023. Earning above that amount will result in deductions of $1 for every $2 above the limit. For those who have reached full retirement age, the deduction is $1 for every $3 above the limit.

  • Should claiming Social Security benefits in Beaverton be delayed?

    Those in Beaverton who wait to claim their Social Security benefits will receive delayed retirement credits, which accumulate monthly from the age of 62 to one’s full retirement age. Another advantage to delaying Social Security payments is that the benefits of one’s spouse may also increase along with theirs. It will also impact the spouse’s survivor benefits.

  • What are the benefits of mutual fund investments in Beaverton?

    One of the main benefits of investing in mutual funds in Beaverton is that it allows portfolio diversification without much effort, as one’s fund manager is responsible for buying and selling assets. In order to offset the fund manager’s potentially high fees, one may also choose to invest in passively managed funds, such as index and exchange-traded funds.

  • Are capital gains in Beaverton taxable?

    As of 2023, long-term capital gains in Beaverton are taxed at 15% for single filers with $44,626 to $492,300 in gains. Meanwhile, the brackets are $89,251 to $553,850 for those who are married and filing jointly, $44,626 to $276,900 for married couples filing separately, and $59,751 to $523,050 for those holding head of household status.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.