
Find a Financial Advisor in Tualatin, OR
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Tualatin, OR.
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.
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 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
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.
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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Tualatin, OR
SOUND INVESTMENT MANAGEMENT INC
(503) 691-70308215 Tualatin Sherwood Road, Suite 200
Tualatin, OR 97062
SEC#: 801-46570
Years in Business: 27 years
VERUS ADVISORY, INC.
(503) 692-353822540 Sw Chilkat Terrace
Tualatin, OR 97062
SEC#: 801-33895
Years in Business: 33 years
CROSS FINANCIAL ADVISORS, LLC
(503) 404-24448215 Sw Tualatin-Sherwood Rd.
Suite 200
Tualatin, OR 97062
SEC#: 801-110589
Years in Business: 4 years
Tualatin, OR Financial Advisor FAQs
Other Nearby Financial Advisors
Tigard, OR
Lake Oswego, OR
Beaverton, OR
West Linn, OR
Oregon City, OR
Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.