Portland, OR Financial Advisors and Resources



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: 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: 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


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.)


Portland, OR Financial Advisor FAQs

According to Forbes' Fin Aid list, the average cost of a financial advisor is $70/hour.
Financial advisors charge an hourly fee, a percentage of money maintained in investment accounts, and/or a flat monthly fee to manage clients’ finances.
A good way to see if you like a potential advisor's style and methodology is to hear them speak live for free at a seminar or conference, attend classes on finances at your local community college, or read books they’ve published.
One of their typical functions is being able to guide people through complicated questions relating to investment strategies during retirement years so that the clients may maintain control of their own money instead of relying on others for help making decisions about these types of issues.