Find a Financial Advisor in Gresham, OR

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Gresham 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 Gresham, OR


  • Financial Advisor Close to Gresham, 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 Gresham, 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 Gresham, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Gresham financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Gresham, OR?

  • Population: 110,494
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $295,100
  • Average Monthly Housing Cost: $1,265
  • Average Household Income: $69,723
  • 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 Gresham, OR

 

CATALYST FINANCIAL NW CORPORATION

Website

(503) 661-9010

1733 E. Powell Blvd.
Suite 104
Gresham, OR 97030

SEC#: 801-113923
Years in Business: 3 years

NATIONS FINANCIAL GROUP, INC.

Website

(503) 241-7130

320 N Main
Suite 208
Gresham, OR 97030

SEC#: 801-57407
Years in Business: 21 years

NATIONS FINANCIAL GROUP, INC.

Website

(503) 241-7130

320 N Main
Suite 208
Gresham, OR 97030

SEC#: 801-57407
Years in Business: 21 years

 


Gresham, OR Financial Advisor FAQs

A financial advisor usually charges an asset management fee that's a percentage, or some other type of periodic charge, on assets under management plus any sales commissions on new investments.
A financial advisor should be someone who knows how to listen to your needs and provide answers when you need them.
Most financial advisors help their clients reach their goals by offering advice and services. Advisors who provide investment management service would select investments, such as stocks, bonds and mutual funds for a client's account.
You can find financial advisors through word of mouth, by searching for one on a broker's website or a company's website, or through a broker. Ask your co-workers and family members if they have any recommendations for financial advisors.