Best Financial Advisors in Portland

2021

Clarity Capital Management, LLC FEATURED

Clarity Capital Management, LLC is an independent fee-only Financial Planning and Investment Management firm in Portland, Oregon. Clarity Capital Management was founded to primarily help mid and late-career Gen X and Y professionals, families, and businesses who want to achieve financial confidence and independence. They can provide guidance around retirement planning, investments, tax planning, college planning, and cash-flow as part of their comprehensive approach. As a fee-only fiduciary, their client's best interests always come first.

Brighton Jones - Portland FEATURED

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.

SmartAdvisor by SmartAsset FEATURED

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.

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.

Ascent Financial Advisors

• Certified Financial Planner (CFP)

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.

Bridgetown Wealth Management

• Estate Planning
• Insurance Products
• Certified Financial Planner (CFP)

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.

Carson Wealth

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• Tax Planning

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.

Cascadia Wealth Management

• Certified Financial Planner (CFP)

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.

CLS Financial Advisors

• Retirement Planning

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.

David Beck Financial Services

• Retirement Planning

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.

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.

Evergreen 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.

Finity Group, LLC

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Independent Progressive Advisors

• Retirement Planning
• Certified Financial Planner (CFP)

Independent Progressive Advisors serves clients in Portland and the neighboring communities. It offers financial planning services for investments, personal retirements, and business retirements to help clients protect their wealth and their family's future. Its wealth management team also caters to individuals who want to plan their taxes, charitable gifting, and college funds. One of its financial advisors, Scott Emblen, has more than 20 years of experience in the industry. Emblen also holds the CDFA designation and helps individuals with their divorce process.

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.

Lifelong Wealth Management Group

• Estate Planning
• Retirement Planning

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.

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.

Martel Wealth Advisors

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Modernist Financial

• Tax Planning

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.

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.

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.

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.

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.”

Somerset Wealth Strategies

• Certified Financial Planner (CFP)

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.

Trailhead Planners

• Tax Planning

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.

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.

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.

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.

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.