Find a Financial Advisor 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 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 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

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: 2 years

STANGIER WEALTH MANAGEMENT

Website

(503) 257-0057

9955 Se Washington
Suite 101
Portland, OR 97216

SEC#: 801-111889
Years in Business: 4 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

 


Multnomah County, OR Financial Advisor FAQs

The cost of a financial advisor varies depending on the size of one's assets, how complex your situation is, and what type of advice you are seeking.
Are you following a fiduciary standard? If yes, ask if you can get a copy of the fiduciary statement. This will reassure you that the financial advisor commits to putting your interests first above anything else.
Yes! A financial advisor can help you find the perfect investment vehicle for your goals. Adding a qualified professional to the equation adds decades worth of experience in assessing risk/return scenarios and deciding what type of portfolio might suit each individual's needs best.
Financial advisor are professionals who assist in the investment portfolio, that typically spans across stocks, bonds, securities and other assets. They may provide investment consulting to help determine an individual's financial goals and establish their risk tolerance.