Best Financial Advisors in Portland

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 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 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 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 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.