List of Firms
Portland, OR Fiduciary Financial Advisors
Thompson Advisory Services
Raaf Investment Advisors
Henry Murphy - RBC Wealth Management Financial Advisor
Edward Jones - Financial Advisor: Kevin R Fisher
Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Independent Progressive Advisors
Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC
Stephen Groth - RBC Wealth Management Financial Advisor
Beech Creek Financial Group
Interactive Wealth Advisors, Inc.
Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kristen Salt - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick Murphy - RBC Wealth Management Financial Advisor
New Outlook Financial, LLC
McGee Wealth Management
Buckingham Strategic Wealth
Financial Advisors | U.S. Bancorp Investments
Meridian Wealth Advisors - Ameriprise Financial Services, LLC
Clarity Capital Management, LLC
David Vanderploeg - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Drew Watkins, CFP®
Jennifer de Thomas, CFP
Marty Sacks - Financial Advisor, Ameriprise Financial Services, LLC
Patrick Cummings - RBC Wealth Management Financial Advisor
Jackie Hall - RBC Wealth Management Financial Advisor
David Beck Financial Services LLC
Mariner Wealth Advisors
Jamie Reeb - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC
Edward Murphy - RBC Wealth Management Financial Advisor
Ascent Financial Advisors
Cable Hill Partners, LLC
Sloy Dahl & Holst Inc
Morgan Stanley Financial Advisors
Watershed Wealth Planning LLC
Patrick Schmitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
Nicholas Hymel - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Portland, OR Serve
Portland, OR is a vibrant city with a plethora of landmarks and attractions. From the iconic Powell's City of Books to the picturesque International Rose Test Garden, there is no shortage of things to see and do. The city is also home to top employers such as Nike, Intel, and Providence Health & Services. Major highways like the I-5 and I-84 connect the city to neighboring areas, while streets like Burnside and Hawthorne offer a diverse range of shops and restaurants. The neighborhoods of Portland are equally diverse, ranging from the trendy Pearl District to the historic Alberta Arts District. With so much to explore, Portland is a city that never fails to captivate and inspire.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Portland, OR
A financial advisor in Portland, OR can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, tax planning to estate planning, a financial advisor can assist clients in navigating the complex world of finance. In Portland, OR, where the cost of living is higher than the national average, a financial advisor can provide specialized advice on budgeting and saving to help clients make the most of their income. Additionally, with the city's thriving tech industry, a financial advisor can offer expertise in managing stock options and other equity compensation plans that are common in the tech sector. Overall, a financial advisor in Portland, OR can provide invaluable guidance and support for anyone looking to achieve financial security and success.
Located in the Pacific Northwest, Portland, OR is a city that prides itself on its unique culture and community. This vibrant city is not only known for its stunning natural beauty, but also for its thriving economy and financial industry. One of the reasons why Portland is the best place to get financial advising is because of its highly educated and experienced financial advisors. These professionals have a deep understanding of the local economy and are well-versed in the unique financial challenges that residents of Portland face. Additionally, Portland is home to a number of innovative financial firms that are at the forefront of the industry. With a focus on sustainability and social responsibility, these firms are able to provide clients with cutting-edge financial solutions that are tailored to their specific needs. Whether you're looking for retirement planning, investment advice, or help managing your finances, Portland is the perfect place to turn to for expert financial guidance.
A financial planner in Portland, OR is responsible for helping clients manage their finances and achieve their financial goals. This includes creating personalized financial plans, analyzing investment options, and providing advice on budgeting, retirement planning, and tax strategies. In Portland, a financial planner must also be familiar with the city's unique economic landscape, which is characterized by a thriving tech industry, a growing tourism sector, and a strong commitment to sustainability. This means that a financial planner in Portland must be well-versed in the latest trends and developments in these areas, as well as in local tax laws and regulations. Additionally, they must be able to navigate the complex financial needs of Portland's diverse population, which includes both high-income professionals and low-income families struggling to make ends meet. Overall, a financial planner in Portland must possess a deep understanding of both the local economy and the unique financial needs of the city's residents in order to provide effective and personalized financial advice.
As a resident of Portland, OR, it's important to know when to reach out to a financial advisor. With the city's booming tech industry and growing population, it can be overwhelming to navigate the complex financial landscape. Whether you're a young professional looking to invest your savings or a retiree planning for your future, a financial advisor can provide valuable guidance. Portland's unique blend of urban and outdoor lifestyles also means that residents may have unique financial goals, such as saving for a down payment on a home or planning for outdoor adventures. A financial advisor can help you create a personalized financial plan that takes into account your specific needs and aspirations. Don't wait until you're facing a financial crisis to seek help - reaching out to a financial advisor early on can help you achieve your financial goals and secure your future.
A financial advisor in Portland, OR should possess a multitude of important qualities to effectively guide their clients towards financial success. Firstly, they must have a deep understanding of the local economy and financial landscape of Portland, which is known for its thriving tech industry and sustainable living initiatives. Secondly, they should be highly analytical and possess exceptional problem-solving skills to navigate the complex financial systems and investment options available in the city. Additionally, a financial advisor in Portland, OR should be able to communicate effectively with their clients, providing clear and concise explanations of financial concepts and strategies while also being able to adapt to the diverse range of clients and their unique financial goals. Finally, they should be committed to continuous learning and staying up-to-date with the latest financial trends and regulations, ensuring that they can provide the most relevant and effective advice to their clients.
Portland, OR is home to a variety of top financial advising firms, each with their own unique approach to managing their clients' wealth. One such firm is known for its emphasis on sustainable investing, leveraging Portland's reputation as a leader in environmentalism and social responsibility. Another firm specializes in retirement planning, catering to the large population of baby boomers that call Portland home. And yet another firm is focused on helping small business owners navigate the complex world of taxes and financial regulations, taking advantage of Portland's thriving entrepreneurial scene. No matter what your financial needs may be, there is sure to be a firm in Portland that can help you achieve your goals.
Financial advisors in Portland, OR are compensated in various ways, with some of the most common methods being commissions, fees, and a combination of the two. Specifically, Portland, OR has a thriving fee-only financial advisor community, which means that advisors charge their clients a flat fee or hourly rate for their services rather than earning commissions on the products they sell. This is a unique characteristic of Portland's financial advisor landscape, as fee-only advisors are not as prevalent in other parts of the country. Additionally, some advisors in Portland may receive compensation through asset-based fees, which are calculated as a percentage of the assets they manage for their clients. This compensation structure incentivizes advisors to grow their clients' portfolios and aligns their interests with those of their clients. Overall, the compensation methods used by financial advisors in Portland, OR reflect the city's commitment to transparency and ethical business practices.