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2024

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Best Financial Advisors in Hillsboro, OR

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Hillsboro Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

23Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hillsboro, OR
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Hillsboro, OR

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hillsboro? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

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

Expertise.com Rating

Review Sources

Google
4.5 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

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

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

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.

  • Wealth Management

8050 SW Pfaffle Street Suite 100, Portland, OR 97223
WebsiteLicense: 140195

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Expertise.com Rating

Review Sources

Facebook
5.0 (4)
Google
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

Expertise.com Rating

Review Sources

Facebook
5.0 (13)
Google
5.0 (6)

Why choose this provider?

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.

  • Wealth Management

3 Centerpointe Drive Suite 410, Lake Oswego, OR 97035

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

14675 SW Millikan Way, Beaverton, OR 97003

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4660 NE Belknap Court Suite 221, Hillsboro, OR 97124

Expertise.com Rating

Review Sources

Google
5.0 (2)
Facebook
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Beech Creek Financial Group
920 SW 6th Ave Ste 260, Portland, OR 97204
Lunaria Financial
7837 SW Capitol Hwy, Suite C, Portland, OR 97219
Elevate Wealth Advisors
615 High Street, Suite 100, Oregon City, OR 97045
Mariner Wealth Advisors
8050 SW Pfaffle Street Suite 100, Portland, OR 97223
JGP Wealth Management
760 SW 9th Ave Suite 2350, Portland, OR 97205
Interactive Wealth Advisors, Inc.
121 SW Morrison St., Suite 905, Portland, OR 97204
Horst & Graben Wealth Management
3 Centerpointe Drive Suite 410, Lake Oswego, OR 97035
ROI Financial
14675 SW Millikan Way, Beaverton, OR 97003
SpringSource Wealth Advisors
4660 NE Belknap Court Suite 221, Hillsboro, OR 97124

FAQs

  • 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 Roth IRAs tax-free investment growth vehicles in Hillsboro?

    Yes. Because a Roth IRA is not considered a before-tax account, it provides tax-free growth for investments in Hillsboro. This indicates that the money you contribute to a Roth IRA is money you have already paid taxes on. Your retirement funds can compound and possibly expand more quickly with a Roth IRA because there are no tax breaks to slow down their expansion.

  • Does relying only on social security benefits put your Hillsboro retirement at risk?

    Yes. Although Hillsboro's social security benefits offer a crucial safety net, relying solely on them might have various unfavorable effects. Social Security only compensates around 40% of an average employee's yearly pre-retirement earnings. This can only be sufficient if they significantly reduce their retirement spending and are prepared to live modestly. It is crucial to realize that social security benefits are intended to only partially compensate your pre-retirement income.

  • When should you seek the advice of a financial advisor in Hillsboro?

    You should consult a Hillsboro financial counselor when there are significant changes in your life, such as getting married, engaged, or becoming a parent. It is also advisable to get in touch with a financial advisor in Hillsboro if your work schedule prevents you from managing your funds or if you need an additional financial opinion.

  • Is it a wise idea to downsize your house in Hillsboro once you retire?

    Yes. For people who are preparing to retire, downsizing their home in Hillsboro is a significant and crucial decision. Selling your home and downsizing can have numerous advantages, including increased cash and a safer environment. It's vital to understand that as you age, you might not be as agile as you were when you first retired, so relocating to a smaller residence without stairs might be for you.

  • What financial requirements must one meet in order to be an accredited investor in Hillsboro?

    To become an authorized investor in Hillsboro, you must meet the following financial requirements:

    • Making a minimum of $200,000 each year, either alone or with a spouse, in the previous two years, with a projection that you would make at least that amount in the current year.
    • Possessing a net worth of no less than $1 million, either individually or jointly with a spouse, excluding the market value of your main house.
  • 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.