Find a Financial Planner in Clackamas County, OR


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

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We Only Work With The Best Clackamas County Financial Advisors

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

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

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Our partners will also never sell proprietary investment products


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

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


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


Our Process for Choosing
An Independent Financial Advisor in Clackamas County, OR

  • Financial Advisor Close to Clackamas County, 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 Clackamas County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Clackamas County 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 offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Clackamas County can include managing client retirement accounts, investments, tax plans, and more.
21.9% of Clackamas County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Clackamas County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Clackamas County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Clackamas County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Clackamas County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor in the Clackamas County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 Clackamas County area when dealing with high-interest credit card debt and private student loans.


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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Clackamas County, OR

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

  • Population: 410,463
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $404,600
  • Average Monthly Housing Cost: $1,477
  • Average Household Income: $106,216
  • 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 Clackamas County, OR



(503) 726-4384

5500 Meadows Road
Suite 200
Lake Oswego, OR 97035

SEC#: 801-32726
Years in Business: 32 years



(503) 968-0950

5800 Meadows Road
Suite 230
Lake Oswego, OR 97035

SEC#: 801-62369
Years in Business: 17 years



(503) 670-1958

5 Centerpointe Dr Suite 550

Lake Oswego, OR 97035

SEC#: 801-78845
Years in Business: 7 years



(503) 684-0100

5285 Meadows Road
Suite 161
Lake Oswego, OR 97035

SEC#: 801-70579
Years in Business: 11 years



(503) 697-4118

5885 Meadows Road
Suite 200
Lake Oswego, OR 97035

SEC#: 801-118278
Years in Business: 1 years



(503) 224-7828

310 N. State Street
Suite 214
Lake Oswego, OR 97034

SEC#: 801-32066
Years in Business: 33 years



(800) 685-7884

5885 Meadows Road, Suite 860

Lake Oswego, OR 97035

SEC#: 801-56301
Years in Business: 22 years



(503) 342-8900

3 Centerpoint Drive
Ste 410
Lake Oswego, OR 97035

SEC#: 801-113498
Years in Business: 3 years



(503) 747-0306

5335 Sw Meadows Road
Suite 240
Lake Oswego, OR 97035

SEC#: 801-112193
Years in Business: 3 years



(503) 746-9666

5800 Meadows Road
Suite 200
Lake Oswego, OR 97035

SEC#: 801-65858
Years in Business: 15 years