Laurels
Best Financial
Advisors in
Portland
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Portland, OR.

ReviewedCuratedTop Picks1479620

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Aegis Financial Advisory

Aegis Financial Advisory commits to providing clients with the highest level of service and financial expertise. The Portland-area fee-only financial planner specializes in retirement planning for pre-retiree couples that help ensure a more secure financial future. Aegis Financial Advisory features an experienced financial professional with the experience to offer exceptional financial planning and investment management services. Clients can rely on the trusted firm to maintain in-depth knowledge and technical expertise to deliver Social Security, retirement income planning, and taxation strategies that yield results.

Lake Oswego, OR(503) 290-1089

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Beech Creek Financial Group

Beech Creek Financial Group commits to providing the highest level of personalized service and sound advice to Portland-area customers. The full-service financial advisory firm offers fee-based financial planning for clients seeking expertise and solutions in all areas of their finances. Beech Creek Financial Group features a team of seasoned financial advisors dedicated to helping clients achieve unique financial goals.

Portland, OR(360) 989-7064

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Cedar Financial Advisors

Evergreen Financial Advisors focuses on helping clients to efficiently and effectively implement sound investment strategies that yield results. The Portland-area firm has been serving individuals, families, and trustees with knowledgeable and comprehensive planning advice for more than a decade. Clients can rely on Evergreen Financial Advisors to employ a deliberate approach to evaluating, planning, coordinating, and executing a plan to ensure sound decisions.

Beaverton, OR(503) 512-5890

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Chuck Jones & Associates

Chuck Jones & Associates has been providing clients with the highest level of expertise and service for more than 25 years. Individuals, families, and small businesses can rely on the expert financial advisor to deliver sound financial planning, business planning, investment, and counseling strategies. Chuck Jones & Associates commits to working with clients to maximize existing resources and tools to achieve financial goals.

Portland, OR(503) 291-1313

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Eugenio Financial

Eugenio Financial commits to providing Portland-area clients with growth-oriented, common sense investing strategies that are customized to meet individual goals. The fee-only financial advisors specialize in a range of services to address issues of cash flow, taxes, estate, insurance, and retirement planning. Pre-retirees, retirees, and self-managing investors can rely on Eugenio Financial to deliver top-notch comprehensive portfolio management and financial planning services that yield results.

Lake Oswego, OR(503) 643-1880

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Evergreen Financial Advisors

Cedar Financial Advisors provide individuals and families with expertise in a range of financial planning areas. The Portland-area firm employs experienced Certified Financial Planner professionals to assist in making clients’ financial goals and dreams come true. Cedar Financial Advisors are trusted experts in a range of areas including financial planning, retirement planning, and wealth management.

Portland, OR(503) 297-7654

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Financial Investment Team

Financial Investment Team has been providing quality, professional services that clients deserve for nearly 20 years. The highly trained, experienced, and passionate advisors at the Portland-area firm focus on counseling clients in the area of direct asset management. Individuals and business owners can rely on the financial advisory experts to deliver the highest level of personal attention while ensuring recommendations are socially and morally responsible.

Portland, OR(503) 906-5205

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Gabriel J. Markiz

Gabriel J. Markiz concentrates on providing professional financial guidance to clients in the Portland area. The financial planning and investment management expert specializes in helping clients utilize resources more effectively to achieve financial goals. Individuals and business owners can rely on Gabriel J. Markiz to provide the highest level of personal attention by creating and implementing strategic wealth management plans that increase net worth.

Portland, OR(503) 352-2000

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Interactive Wealth Advisors

Interactive Wealth Advisors commits to helping clients achieve tangible results with top-notch financial advisory services. The Portland-area, fee-only financial planning firm specializes in providing objective advice to help build, manage, grow, and protect client assets. Interactive Wealth Advisors features a team of seasoned professionals with a dedication to delivering unbiased advice on a range of financial issues. Clients can depend on the experts to deliver the highest level of personalized service while providing sound investment management and transition planning services.

Portland, OR(503) 220-1623

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Lunaria Financial

Lunaria Financial focuses on providing clients with an innovative and creative approach to planning for the future. The Portland-area firm maintains a team of knowledgeable financial professionals to provide compassionate guidance, financial wisdom, and clarity about each clients’ path. Lunaria Financial concentrates on holistic financial life planning and investment management for high net worth individuals and families. Clients can rely on the firm to deliver exceptional, personalized service while providing creative and comprehensive wealth management strategies.

Portland, OR(503) 452-7000

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Northwest Financial & Tax Solutions

Northwest Financial & Tax Solutions specializes in helping clients understand money, taxes, and the critical need for retirement planning. The Portland-area financial advisory firm features a team of financial professionals with decades of experience in helping develop strategies for income streams that last. Northwest Financial & Tax Solutions employs sound strategies and product solutions to provide clients with the best possible plan and achieve financial goals. Clients can rely on the top-notch financial advisory firm to create successful retirement plans, reduce taxes, and fight inflation.

Portland, OR(360) 828-1469

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Pride Financial Partners

Pride Financial Partners are dedicated to providing clients with advice and strategies for successful financial planning. The trusted Portland-area advisory firm specializes in giving solid guidance in areas of socially responsible investing, estate planning, risk mitigation strategies, education planning, investment advice, and more. Pride Financial Partners features a team of financial specialists with the experience and expertise to employ strategic planning techniques that yield results.

Portland, OR(503) 828-9447

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Resource Financial Planning

Resource Financial Planning is a trusted provider of professional financial guidance that helps clients achieve financial dreams and goals. The Portland-area firm offers a range of services that help clients understand their finances and make sound decisions. Resource Financial Planning specializes in consolidating, coordinating, and simplifying a comprehensive plan that keeps clients on track to financial independence.

Portland, OR(503) 245-3110

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SecondHalf Planning & Investment

SecondHalf Planning & Investment is a Portland-area advisory firm dedicated to helping clients successfully navigate their retirement transition and enjoy a purposeful life of financial independence. SecondHalf works with their clients to create a Roadmap for Retirement, coaches clients through the retirement transition, provide ongoing advice to help clients stay on track, and tactically manage clients' investments to defend their wealth against crippling losses. SecondHalf Planning & Investment helps to “prepare rather than repair.”

Clackamas, OR(503) 698-5680

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Springwater Wealth Management

Springwater Wealth Management concentrates on empowering clients to become financially secure and live their ideal lives. The Portland-area, fee-only practice employs Certified Financial Planners with decades of experience in financial, retirement, and investment planning. Springwater Wealth Management primarily focuses on serving families and women in a range of financial areas including socially responsible investing, wealth management, and retirement plan advice. Clients can rely on the trusted partner and advisor for empowerment in making sound financial decisions.

Portland, OR(888) 998-4796

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Vision Capital Management

Vision Capital Management has been providing Portland-area clients with outstanding service and financial advice for nearly 20 years. The trusted advisory firm is motivated to help clients make the most of their finances and achieve financial goals. Vision Capital Management employs a team of smart, energetic financial professionals with expertise in sound investment management and planning strategies. The firm brings a wealth of experience, client focus, and integrity to every client interaction.

Portland, OR(800) 707-5335

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Vista Capital Partners

Vista Capital Partners commits to assessing client goals and working towards achieving financial objectives. The Portland-area professional financial advisory firm has been providing services and strategies to protect and grow wealth for more than 15 years. Vista Capital Partners maintains a passionate team of financial advisors to employ thoughtful financial planning, optimal investment portfolio construction, and discipline. Clients can depend on experts to build portfolios based on Nobel Prize-winning research that yields higher long-term returns.

Portland, OR(503) 772-9500

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von Borstel & Associates

von Borstel & Associates commits to helping Portland-area clients align values, vision, and wealth for financial clarity. The trusted financial advisory firm specializes in designing, implementing, and maintaining custom-tailored wealth management solutions. Affluent families, business owners, and highly compensated professionals can rely on the professionals at von Borstel & Associates to provide the knowledge and guidance that leads to sustained success.

Portland, OR(503) 257-6969

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Wellspring Financial Planning

Wellspring Financial Planning has more than 20 years of experience providing Portland-area clients with the highest level of expertise and service. The fee-only, investment advisory firm commits to helping clients from all walks of life make smart decisions about money and other issues impacting financial security. The trusted Certified Financial Planner specializes in delivering objective, transparent, financial guidance, and investment advice.

Portland, OR(503) 336-1124

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Willamette Financial Advisors

Willamette Financial Advisors maintains a team of trusted professionals that bring integrity and respect to each client interaction. The Portland-area advisory firm commits to helping clients understand goals and make the best financial decisions possible. Willamette Financial Advisors specializes in providing unbiased opinions to mediate risk and achieve long-term investment results in line with client financial goals. Clients can rely on the financial professionals at the firm to deliver financial planning and strategic investment management strategies that yield results.

Lake Oswego, OR(503) 747-0306

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