Find a Financial Planner in Beaverton, OR

 

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We Only Work With The Best Beaverton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Beaverton, OR


  • Financial Advisor Close to Beaverton, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Beaverton Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Beaverton area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Beaverton is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.4% of Beaverton's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Beaverton area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Beaverton area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Beaverton area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Beaverton area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Oregon has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Beaverton area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Beaverton area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Beaverton, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Beaverton, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Beaverton financial advisors.
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How Retirement-Friendly is Beaverton, OR?

  • Population: 97,861
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $383,800
  • Average Monthly Housing Cost: $1,439
  • Average Household Income: $91,194
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)


The Top Financial Advisor Firms in Beaverton, OR


CROSS FINANCIAL ADVISORS

Website

(503) 430-0563

16100 Nw Cornell Road #240

Beaverton, OR 97006

SEC#: 801-110589
Years in Business: 4 years

DEFINED WEALTH MANAGEMENT, LLC

Website

(503) 444-7895

8625 Sw Cascade Ave.
Suite 410
Beaverton, OR 97008

SEC#: 801-117859
Years in Business: 1 years

SPRINGWATER WEALTH MANAGEMENT, LLC

Website

(888) 998-4796

6600 Sw 105th Avenue
Suite 155
Beaverton, OR 97008

SEC#: 801-79766
Years in Business: 7 years

NBC CAPITAL ADVISORS

Website

(503) 683-7727

8625 Sw Cascade Ave.,
Suite 410
Beaverton, OR 97008

SEC#: 801-117800
Years in Business: 1 years