Find a Financial Advisor in Washington County, OR

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Washington County 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 Washington County, OR


  • Financial Advisor Close to Washington County, 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 Washington County, 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 Washington County, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Washington County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Washington County, OR?

  • Population: 589,481
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $389,300
  • Average Monthly Housing Cost: $1,509
  • Average Household Income: $104,153
  • 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 Washington County, OR

 

CAPITAL UNITED, LLC

Website

(424) 279-8308

535 Se Washington St

Hillsboro, OR 97123

SEC#: 801-108665
Years in Business: 4 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

PALISADES HUDSON ASSET MANAGEMENT, L.P.

Website

(971) 240-4533

1915 Ne Stucki Avenue
Suite 400
Hillsboro, OR 97006

SEC#: 801-55677
Years in Business: 23 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(971) 727-8434

111 Se 3Rd Avenue
Suite B
Hillsboro, OR 97123

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

 


Washington County, OR Financial Advisor FAQs

The financial advisor's fee schedule depends on a variety of factors, including the type of financial advisor work, the tax status of the client and so forth.
If you take a balanced approach or are apt at handling investments for yourself but need some guidance from an expert in the field, a financial advisor could be very beneficial.
An important part of a financial advisor’s job is keeping up on economic trends and changes impacting both corporate America and the global economy - so they can better advise clients on investments for their future world outlook.
The first question you should ask is who will be providing an advisory? It is important to know that advisors can work for brokers, banks or independent firms. If you are looking for protection against fraud and other conflicts of interest, the best option would be to go with an independent advisor who must act as a fiduciary.