Find a Financial Planner in Multnomah County, OR

 

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

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We Only Work With The Best Multnomah County 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 Multnomah County, OR


  • Financial Advisor Close to Multnomah 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 Multnomah County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Multnomah County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Multnomah County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.6% of Multnomah 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 Multnomah County 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 Multnomah County 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 Multnomah County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Multnomah 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Multnomah County area, 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 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 Multnomah County 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 Multnomah County, 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 Multnomah County, OR

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

  • Population: 804,606
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $391,200
  • Average Monthly Housing Cost: $1,403
  • Average Household Income: $93,639
  • 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 Multnomah County, OR


VISION CAPITAL MANAGEMENT INC

Website

(503) 221-5656

4380 Sw Macadam Avenue
Suite 350
Portland, OR 97239

SEC#: 801-56669
Years in Business: 22 years

STANCORP INVESTMENT ADVISERS, INC.

Website

(971) 321-8844

1100 Sw Sixth Avenue
P9
Portland, OR 97204

SEC#: 801-57811
Years in Business: 21 years

FOCUSPOINT SOLUTIONS, INC.

Website

(503) 445-1957

3395 Sw Garden View Avenue

Portland, OR 97225

SEC#: 801-63028
Years in Business: 17 years

TYGH CAPITAL MANAGEMENT, INC.

Website

(503) 972-0150

1211 Sw Fifth Avenue
Suite 2100
Portland, OR 97204

SEC#: 801-63231
Years in Business: 17 years

ENDEAVOUR CAPITAL

Website

(503) 223-2721

760 Sw Ninth Avenue, Suite 2300

Portland, OR 97205

SEC#: 801-73250
Years in Business: 9 years

DISTRIBUTION CONSULTANTS, INC.

Website

(503) 445-1957

3395 Sw Garden View Ave.

Portland, OR 97225

SEC#: 801-77783
Years in Business: 8 years

RUTHERFORD INVESTMENT MANAGEMENT

Website

(503) 452-1210

10300 Sw Greenburg Road
Suite 115
Portland, OR 97223

SEC#: 801-117368
Years in Business: 1 years

STANGIER WEALTH MANAGEMENT

Website

(503) 257-0057

9955 Se Washington
Suite 101
Portland, OR 97216

SEC#: 801-111889
Years in Business: 3 years

JGP WEALTH MANAGEMENT, LLC

Website

(503) 446-6450

760 Sw 9th Avenue, Suite 2350

Portland, OR 97205

SEC#: 801-112288
Years in Business: 3 years

REALLOCATE

Website

(800) 286-1602

317 Sw Alder St
Suite 650
Portland, OR 97204

SEC#: 801-112828
Years in Business: 3 years