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Best Financial Advisors in Portland

2024

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Providers

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Website
Portland, OR
  • Business Exit Planning
  • Tax Planning
  • Alternative Investments
  • Investment Management
  • Charitable Giving Strategies
  • Trust and Estate Planning
  • Private Wealth Advisor
  • Private Foundation Management
  • Equity Compensation Planning

Why choose this provider?

Venturi Private Wealth serves corporate executives, business owners, and members of wealthy families in Portland and its nearby areas. The independent wealth management firm assists in navigating the complexities of significant wealth by providing investment advisory, private foundation management, and tax strategies. Its professionals have been creating personalized and long-term financial plans for pre-liquidity and post-liquidity events and recipients of employer stock compensation since 2015. They also manage the entire process, which includes analyzing cash-flow requirements, advising on investment structures, and monitoring progress.

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

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.
4.1
Google
4.1 / 5 (9)

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

Price: Schedule A Call

Rate:
$2.5M minimum investment

Website
1624 Northwest Lovejoy Street, Portland, OR 97209
  • Wealth Management
  • Retirement Planning
  • Tax Advisory

Why choose this provider?

Brighton Jones serves residents in the Portland community, meeting them at the intersection of life and wealth. Its personal CFO team develops a deep understanding of the client's future goals and current lifestyle, then builds and implements a personalized plan for them. The plan aligns each client's wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

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

Price: Schedule Your Free Consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Portland, OR
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
19363 Willamette Drive, West Linn, OR 97068
  • Estate Planning
  • Business Owners
  • Financial Planning
  • Tax Planning
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Pacific Northwest Advisory caters to clients in Portland and the surrounding areas. Its founder and president, Douglas Greenberg, offers collaborative and straightforward advice as a fiduciary, focusing on a cohesive and comprehensive financial strategy that considers an individual's unique situation. He also works with business owners and lends his experience and knowledge from growing up and working in a family-owned business and guiding owners of mid-tier companies through the sale or transition process. Greenberg has 30 years of industry experience.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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)

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

Why choose this provider?

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

Frequently Asked Questions

  • 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.

  • How do you generate money with an individual retirement account in Portland?

    When you open an individual retirement account in Portland, you can typically generate money through interest, capital gains, dividends, and rental income properties. IRAs can also provide you with different investment options for tax-efficient investment, which include stocks, bonds, ETFs, mutual funds, and real estate. There are different types of IRAs available to you, such as self-directed IRAs and Roth IRAs.

  • How can a financial advisor help divorcees in Portland?

    A Portland financial advisor can help divorcees and couples navigate the financial aspects of their separation before, during, and after the divorce. The financial advisor can help divorcee clients to address and consider their lifestyle, gain a better perspective of their expenses, gather and organize financial information, and help them become aware of the options available to them. Some financial advisors also have knowledge of tax law and can help divorcees reach equitable divorce settlements.

  • What are the different types of 401(k) plans available to small business owners in Portland?

    Small business owners in Portland, Oregon have different types of 401(k) plans available to choose from, including traditional 401(k), individual or solo 401(k), safe harbor 401(k), Roth 401(k), and SIMPLE IRA. The amount small businesses can contribute to their 401(k) is contingent on different factors, such as the type of 401(k) plan, the amount of income the business makes, the number of employees, and the contribution limits.

  • How do you choose the right financial advisor for retirement in Portland?

    When seeking a financial advisor in Portland, don't be afraid to ask your own questions and involve your spouse or partner to ensure everyone benefits from their expertise. Check for professional credentials like CPA, PFS, CFP, or CFA, and consider interviewing multiple candidates. Checking references and understanding how the advisor earns income, whether through commissions or other means, is crucial in making an informed decision.

  • What is the difference between 401(k) and IRA in Portland?

    The primary difference between 401(k) and IRA in Portland is that only employers can open and offer 401(k)s, while individuals can open IRAs through banks or brokers to save for retirement by themselves. However, if an employer doesn't offer a 401(k), the employee has the option to open an IRA or is eligible to participate in the state of Oregon's retirement savings program, called OregonSaves.

  • 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.