Find a Financial Advisor in Tigard, OR

 

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

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We Only Work With The Best Tigard 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 Tigard, OR


  • Financial Advisor Close to Tigard, 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 Tigard, 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 Tigard, OR

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

  • Population: 53,312
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $409,400
  • Average Monthly Housing Cost: $1,469
  • Average Household Income: $98,914
  • 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 Tigard, OR

 

RANGE FINANCIAL GROUP, LLC

Website

(503) 482-4400

7307 Sw Beveland St
#110
Tigard, OR 97223

SEC#: 801-119404
Years in Business: 1 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

7128 Sw Gonzaga Street
Suite 230
Tigard, OR 97223

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 894-9671

9600 Sw Oak Street
Suite 340
Tigard, OR 98223

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 340-4832

7180 Sw Fir Loop
Suite 200
Tigard, OR 97223

SEC#: 801-71546
Years in Business: 11 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(503) 260-0607

12980 Sw Katherine St

Tigard, OR 97223

SEC#: 801-117179
Years in Business: 2 years

CEDAR MOUNTAIN ADVISORS, LLC

Website

(503) 246-4577

7175 Sw Beveland Street
Ste 110
Tigard, OR 97223

SEC#: 801-68704
Years in Business: 13 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 894-9671

9600 Sw Oak Street
Suite 340
Tigard, OR 98223

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 340-4832

7180 Sw Fir Loop
Suite 200
Tigard, OR 97223

SEC#: 801-71546
Years in Business: 11 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 305-6704

7128 Sw Gonzaga Street
Suite 230
Tigard, OR 97223

SEC#: 801-71546
Years in Business: 11 years

 


Tigard, OR Financial Advisor FAQs

A financial advisor typically provides advice, often for a fee, to clients on how they can manage their money in order to provide for improved purchasing power in the future.
Financial advisor fees can range from $200-$5,000 annually depending on your needs. Generally, more comprehensive services warrant higher fees.
Ask friends and family for recommendations, but look up information independently to find out what they are recommending you do or are all endorsing one advisor in particular. You don't want them to have any biases that might conflict with your interests or situation.
You need a financial advisor because there are many things you don't know about money which your advisor does, and this experience can make a huge difference in the outcome of your investments. But there's a catch. You'll need to work with someone whose investment philosophy is very similar to yours, or else you might end up having conflicting interests driving you in opposite directions.