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Best Financial Advisors in Hillsboro

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Hillsboro, ORHillsboro, OR

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Hillsboro, ORHillsboro, OR

Website

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: --

920 SW 6th Ave Ste 260, Portland, OR 97204
Portland, OR 97204
  • Retirement Planning

Beech Creek Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, caters to Hillsboro residents. The team provides recommendations based on people's goals and risk tolerance. It gives advice on multi-generational planning, retirement and education savings, budget and cash flow, and protection concerns. It offers solutions covering wealth and investment management, investment advice, cash management, annuity, and insurance. The group works with clients to help them achieve goals through progress meetings and online tools.

920 SW 6th Ave Ste 260, Portland, OR 97204
Portland, OR 97204

Website(503) 446-4367

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:

4 (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, Portland, OR 97223
Portland, OR 97223
  • Certified Financial Planner (CFP)

Cascadia Wealth Management serves individuals and businesses in Hillsboro. It assists wealth accumulators and retirees in achieving their financial goals through financial planning and investment management services. Its advisors have an average of 20 years of financial services industry experience. They also work with the CPAs and attorneys of clients to integrate their taxes, estate plans, and financial objectives. The firm accommodates clients who need a one-time financial consultation or a second opinion and those who need customized financial planning services.

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

Website(503) 620-5236

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:

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

615 High Street, Suite 100, Oregon City, OR 97045
Oregon City, OR 97045
  • Wealth Management

Elevate Wealth Advisors is a financial advisory firm focused on reducing unnecessary risks for clients in Hillsboro. The firm offers strategies to maximize wealth through estate planning, Social Security optimization, and investment management. It also strives to protect wealth through insurance products and tax management. Elevate Wealth Advisors is led by president and founder Ben James. James has been in the field of financial management since 1997. He is a Certified Financial Planner and a Chartered Financial Consultant.

615 High Street, Suite 100, Oregon City, OR 97045
Oregon City, OR 97045

Website(503) 607-0809

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+

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

Horst & Graben Wealth Management is a company serving the Hillsboro area. Its advisers have been offering financial planning to manage wealth and investments for companies, charitable institutions, and families for almost 30 years. They help clients from portfolio selection to financial professional referrals. Investment advice and tax and estate planning are among its other offerings. Casey Cleveland, the company's owner and founding partner, is a Chartered Financial Consultant and a Certified Financial Planner with substantial experience in retirement planning, stock options, and investment management.

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:

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+

525 3rd St. Suite 200, Lake Oswego, OR 97034
Lake Oswego, OR 97034
  • Certified Financial Planner (CFP)

Human Investing is a group of financial advisors serving individuals and families in the Hillsboro area. Its wealth advisory services cover investment management, financial planning, retirement planning, and risk management. Its financial advisors stay up to date on economic trends and laws to guide clients in making informed financial decisions. In addition, the firm provides workplace advisory services to employers and employees. Co-founder Peter Fisher holds a Master's degree in Economics. Since 2018, he has been a financial counsel member of the Forbes Finance Council.

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

Website(503) 905-3100

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:

4.4 / 5 ( Best)

Total Reviews:

7 (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+

121 SW Morrison St., Suite 905, Portland, OR 97204
Portland, OR 97204
  • Wealth Management

Interactive Wealth Advisors, Inc., is a financial planning firm serving Hillsboro. Its range of services includes investment management, as well as retirement and transition planning. Its advisors help clients develop a plan, including building an investment portfolio geared towards their financial goals. They also review them on a regular basis to understand if economic changes, life transitions such as retirement, or situational concerns necessitate changes in the clients' plans. Its financial planners have been featured and quoted in magazines such as MainStreet and Money.

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

Website(503) 575-1953

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:

12 (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: --

760 SW 9th Ave Suite 2350, Portland, OR 97205
Portland, OR 97205
Instagram
  • Certified Financial Planner (CFP)

JGP Wealth Management has been offering financial advising services to clients in Hillsboro and surrounding areas since 1993. It helps clients in creating strategies to handle their efforts and organize the financial aspect of their lives to prepare for the future. It has a variety of wealth management services, such as estate and insurance planning, asset management, and optimization of executive benefits. Its president and COO, Kevin D. Sanger, has a degree in finance and has been managing money since 1996.

760 SW 9th Ave Suite 2350, Portland, OR 97205
Portland, OR 97205

InstagramWebsite(503) 446-4938

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: --

Detail: --

5635 NE Elam Young Pkwy. Ste 100, Hillsboro, OR 97124
Hillsboro, OR 97124
  • Certified Financial Planner (CFP)

Jones & Roth offers financial advice to clients in the Hillsboro area. The firm provides wealth management services to individuals and families so that they reach their short-term and long-term goals. Its advisors offer assistance with choosing insurance policies, setting up an estate, managing debt, and filing timely and accurate tax returns. They also help clients with creating investment portfolios that suit their risk tolerance, along with preparing for retirement with a stable income throughout their golden years. Partner and shareholder Evan Dickens is a CPA.

5635 NE Elam Young Pkwy. Ste 100, Hillsboro, OR 97124
Hillsboro, OR 97124

Website(503) 648-0521

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:

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: --

7837 SW Capitol Hwy, Suite C, Portland, OR 97219
Portland, OR 97219
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Lunaria Financial serves clients in Hillsboro and the surrounding areas. The firm provides a broad range of financial services and wealth management programs, including financial planning, investment management, and financial education services. The firm examines its clients' financial capabilities while addressing the issues and risks associated with financial preparation and wealth management approaches. Luna Jaffe, the firm's founder, founded Lunaria Financial in 2010 with the goal of providing holistic financial planning approaches combined with impact-focused investment options.

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

InstagramWebsite(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:

1 (Good)

Average Review Score:

4.5 / 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+

8285 SW Nimbus Ave, Suite 155, Beaverton, OR 97008
Beaverton, OR 97008
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

North Ridge provides financial advisory services to clients in Hillsboro. It advises individuals in spending their income to help them grow and protect their wealth. It helps meet their financial goals and needs by guiding them in creating and establishing investment strategies. The company is available to serve clients who wish to pass their wealth or assets to their loved ones. One of its advisors, Brian Lawrence, brings over two decades of experience in the field. He holds the Chartered Financial Analyst designation.

8285 SW Nimbus Ave, Suite 155, Beaverton, OR 97008
Beaverton, OR 97008

Website(503) 206-8784

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)

Raaf Investment Advisors is a wealth management firm serving Hillsboro. Its advisors provide investment management and financial and retirement planning. They give individualized services by getting to know the clients' financial goals, investing history, and motivations. The firm's advisors also manage investment portfolios and collaborate with attorneys and CPAs to help clients achieve financial security. John C. Raaf, the firm's owner, is a CFA and CFP who has 24 years of experience in the financial sector. He is a member of the Portland Society of Financial Analysts.

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: --

14675 SW Millikan Way, Beaverton, OR 97003
Beaverton, OR 97003
Instagram
  • Certified Financial Planner (CFP)

ROI Financial is an investment management and wealth planning advisory firm serving Hillsboro. It offers a range of services focusing on financial planning, investments, and retirement services. It assists clients in navigating the process from opening their investment accounts to managing their portfolios. It assesses their financial situation and helps them develop detailed plans in order to achieve their financial goals. In addition, it helps small to medium-sized businesses regarding the retirement plan needs of their company, including 401(k), 403(b), and IRAs.

14675 SW Millikan Way, Beaverton, OR 97003
Beaverton, OR 97003

InstagramWebsite(503) 941-5925

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+

4660 NE Belknap Court Suite 221, Hillsboro, OR 97124
Hillsboro, OR 97124
  • Certified Financial Planner (CFP)

SpringSource Wealth Advisors is a fiduciary financial advisory team that serves individuals, families, and small business owners in Hillsboro. Its advisors, Scott Abrahamson and Chris Pawlowski, have more than five decades of industry experience. They provide financial, retirement, investment, risk management, and tax planning services with a commitment to helping clients achieve financial confidence and independence. In addition, they guide clients in staying up to date with the latest changes to tax laws. Abrahamson has earned the Certified Financial Planner designation.

4660 NE Belknap Court Suite 221, Hillsboro, OR 97124
Hillsboro, OR 97124

Website(503) 714-9531

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:

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+

6650 SW Redwood Lane, Suite 310, Portland, OR 97224
Portland, OR 97224
  • Retirement Planning
  • Financial Planning

Willamette Financial Advisors, LLC, is an independent registered investment advisory firm that provides clients in Hillsboro with various financial strategies. It helps individuals in dealing with different financial planning aspects, including managing debts and investments, funding for education, generating retirement income, and preparing estate plans and transfer of wealth. It also guides business owners in choosing corporate retirement solutions to protect their wealth and employees. The firm comprises Certified Financial Planners who strive to support, educate, and provide each client with informed direction.

6650 SW Redwood Lane, Suite 310, Portland, OR 97224
Portland, OR 97224

Website(503) 406-8977

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: --

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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