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 167 116 40

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

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

Lion Financial Advisors

  • Retirement Planning

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.

3913 Northeast Hancock Street
Portland, OR 97212

Website

Markiz Wealth Management

  • Certified Financial Planner (CFP)

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.

Parking lot 4949 Meadows Road
Lake Oswego, OR 97035

Website

North Point

  • Estate Planning

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.

7090 Southwest Beveland Street
Tigard, OR 97223

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

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

Thompson Advisory Services

  • Certified Financial Planner (CFP)

Thompson Advisory Services helps individuals from Portland to achieve their financial goals. Its team assesses its clients' current cash flow, insurance, real estate, estate planning, and tax planning to design a financial plan that can help them attain their long-term objectives. In addition, it helps individuals through its tax planning and preparation services and evidence-based investment strategies. Thompson Advisory Services was founded by Troy Thompson, who is a certified financial professional and a former tax attorney.

3339 Southeast Division Street
Portland, OR 97202

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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