Find a Financial Advisor in Beaverton, OR

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Beaverton, OR.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
  • This field is for validation purposes and should be left unchanged.


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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 897-0236

1500 Nw Bethany Blvd
Suite 280
Beaverton, OR 97006

SEC#: 801-71546
Years in Business: 11 years

CHURCHILL MANAGEMENT CORP

Website

(323) 857-8321

12725 Sw Millikan Way
353
Beaverton, OR 97005

SEC#: 801-4211
Years in Business: 54 years

CHURCHILL MANAGEMENT CORP

Website

(503) 484-1199

8641 Sw Muledeer Dr.

Beaverton, OR 97007

SEC#: 801-4211
Years in Business: 54 years

CETERA INVESTMENT ADVISERS LLC

Website

(503) 296-7676

9400 Sw Beav-Hills Hwy
Ste 250
Beaverton, OR 97005

SEC#: 801-20406
Years in Business: 37 years

VOYA FINANCIAL ADVISORS, INC.

Website

(503) 521-7249

8625 Sw Cascade Avenue
Suite 104
Beaverton, OR 97008

SEC#: 801-46585
Years in Business: 27 years

 


Beaverton, OR Financial Advisor FAQs

First, narrow down your preferences. Once you have narrowed your preferences, take individual referrals from friends, family members and co-workers. Be sure to confirm that the advisor fits your needs before any business is conducted with them because one bad experience can result in years of mistrust and disappointment.
It depends on what your goals are for getting involved in an investment program with someone who can advise you throughout the process. For example, if you want to keep up with recent changes in tax laws and need someone to help figure out which type of investments are best for you at this time, then consulting with an advisor would be wise even though his rates are high.
It depends on their type of financial advisor. Investment professionals may ask the following: Do you know whom you're working for? Do you tell your clients when their performance has lagged the indexes consistently over time? Were all these securities purchased in appropriate amounts to balance risk and reward?
Financial advisors vary in cost depending on the ability, skills, and education of the advisor. Some can cost as low as a few hundred dollars a year for basic support for your finances, while others cost more than six figures.