Laurels

Best Financial Advisors in Portland
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 149 98 22

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brighton Jones - Portland FEATURED Expertise.com

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.

1624 Northwest Lovejoy Street
Portland, OR 97209

Website

Cedar 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.

Beaverton, OR 97005

Website

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 97224

Website

Fulcrum Wealth Management Group - an Ameriprise Private Wealth Advisory Practice

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.

15609 SE Mill Plain Blvd Ste 100
Vancouver, WA 98684

Website

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 97225

Website

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 97223

Website

Pacific Northwest Advisory

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.

19363 Willamette Drive
West Linn, OR 97068

Website

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 97015

Website

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 97223

Website

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 97258

Website

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 97205

Website

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