Best Financial Advisors in Portland

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Brighton Jones logo
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Brighton Jones

1624 Northwest Lovejoy Street, Portland, OR 97209
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Business Description

Brighton Jones serves clients in Portland. This team of financial advisors has worked with public company executives, entrepreneurs, and celebrated families regarding tax and legacy planning. The company's JDs, CFPs, CPAs, JDs, and CCIMs cater to personal CFO, institutional assessment management, philanthropic, real estate, and private equity advisory. These wealth management services are categorized into three groups and each has an assigned specialist. One of the recognitions the company received was the Top Philanthropic Companies award by the Portland Business Journal.

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
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Brighton Jones

SmartAdvisor by SmartAsset logo
FEATURED
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SmartAdvisor by SmartAsset

Portland, OR

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
Yelp
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

SmartAdvisor by SmartAsset

Ascent Financial Advisors logo
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Ascent Financial Advisors

1309 Northwest Frazier Court, Portland, OR 97229
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  • Certified Financial Planner (CFP)

Business Description

Ascent Financial Advisors caters to individuals and businesses in Portland and the surrounding areas. It offers a wide variety of services, such as asset management, college planning, insurance analysis, investment portfolio review, and retirement and estate planning. In addition, it organizes stock options and taxes. Ascent Financial Advisors has been in the business since 2000. Ulrike L. Devoto, the owner, is a Certified Financial Planner who started working in the financial service industry in 1990.

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 (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
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Ascent Financial Advisors

Bridgetown Wealth Management logo
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Bridgetown Wealth Management

700 Northeast Multnomah Street, Portland, OR 97232
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Bridgetown Wealth Management offers financial advice for residents of Portland. It employs eight financial analysts with over 60 years of combined experience. The company caters to clients planning for retirement, legacy funds, business partnerships, and investments. It reviews existing assets and predicts the outcomes of different insurance plans or stock options. The company's president, Cole Mills, has worked in the industry since 1999. He is also part of the board of All Hands Raised, a nonprofit organization dedicated to increasing career initiatives.

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 (17)

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
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Bridgetown Wealth Management

Carson Wealth logo
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Carson Wealth

10200 Southwest Greenburg Road, Tigard, OR 97223
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Carson Wealth has been serving clients in Portland and nearby regions since 1983. The firm's range of services includes investment management solutions and private client services, which provide one-on-one support and a proactive approach to wealth management. Financial, retirement, estate, and tax planning are also available. Its founder and CEO, Ron Carson, serves on the Financial Advisor Council of CNBC. Carson is a Certified Financial Planner who has been in the financial services industry for 35 years.

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
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Carson Wealth

Cascadia Wealth Management logo
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Cascadia Wealth Management

8050 Southwest Pfaffle Street, Portland, OR 97223
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  • Certified Financial Planner (CFP)

Business Description

Cascadia Wealth Management is an association of 16 independent financial advisors with an average of 20 years of experience. Serving Portland individuals and businesses, it offers financial planning and investment and portfolio management services. Its team collaborates with industry professionals, such as lawyers and CPAs, to develop a customized plan for wealth accumulators and retirees. The firm's managing principal, Greg Bowen, is a Certified Financial Planner and Chartered Financial Consultant who has been working in the industry since 1993.

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
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Detail
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Cascadia Wealth Management

Clarity Capital Management logo
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Clarity Capital Management

Tigard, OR 97223
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Clarity Capital Management is an independent financial planning and investment management firm that serves Gen X and Y professionals, families, and businesses in Portland. Committed to helping clients reach their financial objectives, the company provides unbiased advice and solutions that meet their planning and investing needs. It offers assistance in retirement, tax, college, cash flow, and risk management planning. Founder Ryan Mohr is a Certified Financial Planner and 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
Facebook
5.0 / 5 (12)
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
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Clarity Capital Management

CLS Financial Advisors logo
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CLS Financial Advisors

9700 Southwest Capitol Highway, Portland, OR 97219
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  • Retirement Planning

Business Description

CLS Financial Advisors serves the Portland metro and the surrounding communities. It caters to various clients, including professionals, retirees, self-employed entrepreneurs, and trustees. It provides assistance with college and retirement savings, estate planning, and investment strategies. In addition, the firm deals with tax planning. Lori Pajunen Luck, a co-founder, is a Personal Financial Specialist who holds a master's degree in Taxation. Besides her client work, she volunteers for the American Institute of Certified Public Accountants.

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
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CLS Financial Advisors

David Beck Financial Services logo
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David Beck Financial Services

636 Northeast 61st Avenue, Portland, OR 97213
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  • Retirement Planning

Business Description

David Beck Financial Services serves clients in Portland and the surrounding areas. It offers financial planning services to help individuals maintain their living standards until their retirement years. It analyzes the clients' finances and income to help them plan for their future funds. The company is owned and operated by David Beck, a licensed tax consultant with more than a decade of experience in the field. In addition, Beck holds personal financial planning and management study degrees.

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
Yelp
5.0 / 5 (14)

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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David Beck Financial Services

Finity Group, LLC logo
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Finity Group, LLC

4380 South Macadam Avenue, Portland, OR 97239
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Finity Group, LLC is a financial services firm serving Portland clients. It offers a wide range of services including financial planning, debt management, insurance planning, wealth management, and retirement planning. Its team also conducts consultations, workshops, and seminars for client education. The firm's website contains a digital video library with tutorials on topics such as investments and insurance. One of its founding members, Anders Ramstad, is a Certified Financial Planner who has been acknowledged by the Medical Economics Magazine for providing financial guidance to medical professionals.

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)
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Finity Group, LLC

Fulcrum Wealth Management Group - an Ameriprise Private Wealth Advisory Practice logo
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Fulcrum Wealth Management Group - an Ameriprise Private Wealth Advisory Practice

15609 SE Mill Plain Blvd Ste 100, Vancouver, WA 98684
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Business Description

Fulcrum Wealth Management Group - an Ameriprise Private Wealth Advisory Practice is active throughout the Portland metro area and helps individuals and businesses to set and pursue goals while advising them on ways to address debt and other financial challenges. This practice leverages the diverse skills of its financial analysts, investment specialists, and advisers to generate creative remedies for its clients' current and future challenges. It also helps clients to plan for personal financial transitions such as retirement or a high net worth divorce.

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Fulcrum Wealth Management Group - an Ameriprise Private Wealth Advisory Practice

Lifelong Wealth Management Group logo
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Lifelong Wealth Management Group

5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
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  • Estate Planning
  • Retirement Planning

Business Description

Founded in 2009, Lifelong Wealth Management Group is a financial company serving individuals, families, business owners, executives, and physicians in the Portland metro. It deals with investment management, estate planning, tax consultation, mortgages, and business finances. The company also helps clients acquire life insurance plans, including term, whole, and universal coverages. Its team provides financial plans tailored to clients' life and financial goals. One of the company's specialists, Jason Gong, has been in the investment management industry since 1990. He is a Certified Financial Planner.

License Verified:

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 (12)

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
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Lifelong Wealth Management Group

Lion Financial Advisors logo
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Lion Financial Advisors

3913 Northeast Hancock Street, Portland, OR 97212
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  • Retirement Planning

Business Description

Lion Financial Advisors caters to individuals and businesses in the Portland metro and the surrounding communities. It offers a wide array of financial services, such as asset allocation and management, Oregon Public Employees Retirement System evaluation and counseling, pre-retirement planning, retirement income strategies, and small business and sole proprietor retirement plans. Dean Eisenbraun, the firm's financial advisor, has been working in the industry since 2005. He runs the business alongside Dakota Fields, a Certified Financial Planner.

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
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Friendliness
Helpfulness
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Lion Financial Advisors

Markiz Wealth Management logo
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Markiz Wealth Management

Parking lot 4949 Meadows Road, Lake Oswego, OR 97035
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  • Certified Financial Planner (CFP)

Business Description

Markiz Wealth Management is a financial advisory firm that serves individuals and businesses in Portland and the surrounding communities. Its line of services includes budget and cash flow analysis, income tax reviews, insurance needs assessments, retirement planning, and wealth transfers. Additionally, it offers college planning and investment portfolio analysis. Gabriel J. Markiz, the owner, has over 30 years of experience in the financial service industry. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

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Markiz Wealth Management

Martel Wealth Advisors logo
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Martel Wealth Advisors

2001 Southeast Columbia River Drive, Vancouver, WA 98661
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Martel Wealth Advisors offers investment management and strategic wealth planning to individual investors, business owners, and retirement plan sponsors in Portland and the surrounding communities. Pairing institutional-quality investment management services with the benefits of a privately held boutique firm, the team of financial advisors works closely with the client in order to properly assess the overall financial situation. As independent advisors, the team is able to employ diversified portfolios that cater to clients wanting environmental considerations in their financial goals.

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
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Martel Wealth Advisors

Modernist Financial logo
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Modernist Financial

707 Southwest Washington Street, Portland, OR 97205
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  • Insurance Products
  • Tax Planning

Business Description

Founded by CFP Georgia Lee Hussey, Modernist Financial is a wealth management firm that helps progressive people structure their money around their values in the community of Portland and surrounding areas. It provides a wide range of services, such as financial planning, investment management, and business financial planning. As a fee-only fiduciary, the Modernist team of planners guides and assists clients throughout their lives and financial decision-making. A certified B Corp, Modernist Financial’s philanthropy plan is focused on uplifting nonprofits they love and that actively dismantle racial wealth inequality.

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
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Modernist Financial

North Point logo
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North Point

7090 Southwest Beveland Street, Tigard, OR 97223
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  • Estate Planning

Business Description

Since 2001, North Point Wealth Management has been serving individuals in the Portland area. It creates an environment where clients can ask questions about financial options. Its services include portfolio management, investment and retirement planning, wealth preservation, and insurance and risk management. It also provides tax-efficient investment strategies, education funding, employee and executive benefits, and charitable giving. North Point Wealth Management was an early pioneer of socially responsible investing through its environmental, social, and governance portfolio.

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
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North Point

Pacific Northwest Advisory logo
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Pacific Northwest Advisory

19363 Willamette Drive, West Linn, OR 97068
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Business Description

Pacific Northwest Advisory assists Portland area communities that seek a long-term strategy to protect their finances. The firm caters to businesses as well as families and individuals that want to establish investment strategies, manage debt, and develop plans for estate assets and retirement. Pacific Northwest Advisory also helps in budgeting issues and aims to execute a comprehensive approach to financial services. The firm is headed by Douglas Greenberg, who has over two decades of experience in the financial sector.

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
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Pacific Northwest Advisory

Somerset Wealth Strategies logo
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Somerset Wealth Strategies

4600 South Kelly Avenue, Portland, OR 97239
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  • Certified Financial Planner (CFP)

Business Description

Somerset Wealth Strategies is a Portland-based wealth management firm that helps clients mitigate risks and maximize their financial growth. In addition to retirement planning, it offers asset protection, life insurance and annuities, investment management, and estate planning. Founder Tom Hamlin established the company in 1997. He has been working as a financial professional since 1990. Hamlin has been consistently featured in Worth Magazine, Investor's Business Daily, and Barron's as amongst the Top 100 Advisors in the Nation.

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 (48)
Facebook
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
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Somerset Wealth Strategies

Trailhead Planners logo
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Trailhead Planners

975 Southeast Sandy Boulevard, Portland, OR 97214
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  • Tax Planning

Business Description

Trailhead Planners is a financial advisory firm located in Portland. It offers financial consultancy and management services, including lifestyle spending review and risk management. The firm also assists clients in tax and estate planning. Its retirement planning services provide solutions such as withdrawal planning and personalized investing. Trailhead Planners also has an office in Minnesota. Investment lead Morgan Ranstrom is a CFP and CFA who has been helping clients manage their investment portfolios for over 10 years.

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.
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Trailhead Planners

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Frequently Asked Questions

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.

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.

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).

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