Find a Financial Advisor in Tualatin, OR

 

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

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We Only Work With The Best Tualatin Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Tualatin, OR


  • Financial Advisor Close to Tualatin, 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 Tualatin, 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 Tualatin, OR

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

  • Population: 27,527
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $423,500
  • Average Monthly Housing Cost: $1,491
  • Average Household Income: $105,671
  • 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 Tualatin, OR

 

SOUND INVESTMENT MANAGEMENT INC

Website

(503) 691-7030

8215 Tualatin Sherwood Road, Suite 200

Tualatin, OR 97062

SEC#: 801-46570
Years in Business: 27 years

VERUS ADVISORY, INC.

Website

(503) 692-3538

22540 Sw Chilkat Terrace

Tualatin, OR 97062

SEC#: 801-33895
Years in Business: 32 years

CROSS FINANCIAL ADVISORS, LLC

Website

(503) 404-2444

8215 Sw Tualatin-Sherwood Rd.
Suite 200
Tualatin, OR 97062

SEC#: 801-110589
Years in Business: 4 years

 


Tualatin, OR Financial Advisor FAQs

Not every advisor is the same, and many of them offer different services at different prices. Always go for a financial advisor who specializes in your type of financial need and be sure to ask about any fees before signing a contract.
The first step, of course, is to ask them about their background and qualifications. Once this has been done, you may ask them what they think the best steps are for you to take given your needs. There's no one-size-fits all answer here - just listen carefully to the advisor's suggestions and let them know if they really resonate with you before making any financial moves.
Financial advisors can be paid in a few different ways, but most commonly it is a commission they receive from the products they represent. These commissions often come as a percentage of the value of the asset being purchased, with this number being based on how much they have contributed to getting that asset sold.
A financial advisor is someone who focuses on advising clients on matters of personal finance. Financial advisors can help with subjects such as retirement planning, college savings, and investment management.