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Best Financial Advisors in Beaverton

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

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.

10220 SW Greenburg Road Two Lincoln Suite 210, Portland, OR 97223
Portland, OR 97223

Website(503) 452-9300

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

8050 SW Pfaffle Street Suite 100, Portland, OR 97223
Portland, OR 97223

Website(503) 620-5236

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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

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.

3 Centerpointe Drive, Suite 410, Lake Oswego, OR 97035
Lake Oswego, OR 97035

Website(503) 342-8900

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

525 3rd St. Suite 200, Lake Oswego, OR 97034
Lake Oswego, OR 97034

Website(503) 905-3100

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

1675 SW Marlow Ave. Suite 305, Portland, OR 97225
Portland, OR 97225

Website(503) 536-7351

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

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.

121 SW Morrison St., Suite 905, Portland, OR 97204
Portland, OR 97204

Website(503) 575-1953

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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."

7837 SW Capitol Hwy, Suite C, Portland, OR 97219
Portland, OR 97219

Website(503) 452-7000

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4900 SW Griffith Dr, Suite 210, Beaverton, OR 97005
Beaverton, OR 97005
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

4900 SW Griffith Dr, Suite 210, Beaverton, OR 97005
Beaverton, OR 97005

Website(503) 336-3776

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1905 NW 169th Place Suite 220, Beaverton, Or 97006
Beaverton, Or 97006

Website(503) 614-8077

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

2416 SW Vista Ave., Portland, OR 97201
Portland, OR 97201
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

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.

2416 SW Vista Ave., Portland, OR 97201
Portland, OR 97201

Website(503) 621-7921

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

11535 SW 67th Ave., Portland, OR 97223
Portland, OR 97223
  • Finance Planning

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.

11535 SW 67th Ave., Portland, OR 97223
Portland, OR 97223

Website(503) 387-3222

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6600 SW 92nd Ave., Suite 201, Portland, OR 97223
Portland, OR 97223
  • Certified Financial Planner (CFP)

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.

6600 SW 92nd Ave., Suite 201, Portland, OR 97223
Portland, OR 97223

Website(503) 244-8905

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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