Find a Financial Planner in Lake Oswego, OR

 

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We Only Work With The Best Lake Oswego 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 Lake Oswego, OR


  • Financial Advisor Close to Lake Oswego, 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 Lake Oswego Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Lake Oswego area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Lake Oswego can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
24.7% of Lake Oswego'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 Lake Oswego area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Lake Oswego area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Lake Oswego 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 Lake Oswego 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 is a service offered by many financial advisors, planners, and other professionals in the Lake Oswego 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Lake Oswego area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 39,127
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $651,100
  • Average Monthly Housing Cost: $1,877
  • Average Household Income: $161,177
  • 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 Lake Oswego, OR


JENSEN INVESTMENT MANAGEMENT INC.

Website

(503) 726-4384

5500 Meadows Road
Suite 200
Lake Oswego, OR 97035

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

CWC ADVISORS, LLC

Website

(503) 968-0950

5800 Meadows Road
Suite 230
Lake Oswego, OR 97035

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

CGC FINANCIAL SERVICES

Website

(503) 670-1958

5 Centerpointe Dr Suite 550

Lake Oswego, OR 97035

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

VERGEPOINTE WEALTH MANAGEMENT, LLC

Website

(503) 684-0100

5285 Meadows Road
Suite 161
Lake Oswego, OR 97035

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

DELAP WEALTH ADVISORY, LLC

Website

(503) 697-4118

5885 Meadows Road
Suite 200
Lake Oswego, OR 97035

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

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Website

(503) 224-7828

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

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

NORTHWEST INVESTMENT COUNSELORS

Website

(800) 685-7884

5885 Meadows Road, Suite 860

Lake Oswego, OR 97035

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

HORST & GRABEN WEALTH MANAGEMENT, LLC

Website

(503) 342-8900

3 Centerpoint Drive
Ste 410
Lake Oswego, OR 97035

SEC#: 801-113498
Years in Business: 2 years

WILLAMETTE FINANCIAL ADVISORS, LLC

Website

(503) 747-0306

5335 Sw Meadows Road
Suite 240
Lake Oswego, OR 97035

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

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Website

(503) 746-9666

5800 Meadows Road
Suite 200
Lake Oswego, OR 97035

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