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Best Financial Advisors in Hillsboro

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Hillsboro, OR
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

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.
4.0
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
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Price: Free consultation

Beech Creek Financial Group logo
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Beech Creek Financial Group

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

Business Description

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.

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
Elevate Wealth Advisors logo
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Elevate Wealth Advisors

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

Business Description

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.

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
Horst & Graben Wealth Management logo
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Horst & Graben Wealth Management

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

Business Description

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.

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
Interactive Wealth Advisors, Inc. logo
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Interactive Wealth Advisors, Inc.

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

Business Description

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.

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 (10)
Google
5.0 / 5 (6)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
JGP Wealth Management logo
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JGP Wealth Management

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

Business Description

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.

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)
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Jones & Roth logo
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Jones & Roth

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

Business Description

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.

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)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Lunaria Financial logo
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Lunaria Financial

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

Business Description

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.

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
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
Mariner Wealth Advisors logo
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License Verified:

License: 140195

Investment Adviser Public Disclosure Database, SEC

Mariner Wealth Advisors

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

Business Description

Mariner Wealth Advisors helps Hillsboro residents and businesses create a financial strategy to achieve their goals. It provides financial advisory services that include the creation of a wealth management strategy that integrates estate planning, insurance solutions, and investments. In addition, the company helps businesses craft tax strategies, retirement plans, and institutional cash management solutions. Marty Bicknell, the company's founder, has experience handling wealth transfer and succession planning for family businesses. The team creates financial strategies that integrate personal and business plans.

License Verified:

License: 140195

Investment Adviser Public Disclosure Database, SEC

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
North Ridge logo
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North Ridge

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

Business Description

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.

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.
3.8
Raaf Investment Advisors logo
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Raaf Investment Advisors

2416 SW Vista Ave., Portland, OR 97201
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  • Certified Financial Planner (CFP)

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
ROI Financial logo
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ROI Financial

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

Business Description

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.

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
SpringSource Wealth Advisors logo
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SpringSource Wealth Advisors

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

Business Description

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.

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)
Facebook
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
Back to Providers

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

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).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 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.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

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.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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