Find a Financial Planner in Portland, OR

 

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

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We Only Work With The Best Portland 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 Portland, OR


  • Financial Advisor Close to Portland, 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 Portland Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Portland 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 financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Portland, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.3% of Portland'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 Portland area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Portland area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Portland area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Portland area is generally long-term and performed with the help of a qualified planner. 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 Portland 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 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 Portland area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 645,291
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $418,000
  • Average Monthly Housing Cost: $1,428
  • Average Household Income: $95,998
  • 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 Portland, OR


VISION CAPITAL MANAGEMENT INC

Website

(503) 221-5656

4380 Sw Macadam Avenue
Suite 350
Portland, OR 97239

SEC#: 801-56669
Years in Business: 21 years

STANCORP INVESTMENT ADVISERS, INC.

Website

(971) 321-8844

1100 Sw Sixth Avenue
P9
Portland, OR 97204

SEC#: 801-57811
Years in Business: 20 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: 16 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