Connect with Top-Rated Financial Planners in Portland!

Pure Portfolios is a modern wealth management firm that offers a low-fee, personalized service for investing and planning. We believe in prioritizing our clients' interests and providing transparent, evidence-based financial advice. Our services include evidence-based investing, financial planning, and client education. We pride ourselves on our human approach to wealth management, in-sourcing investment management, and offering low-fee advice. We work with individuals and households nationwide, providing customized solutions for their financial needs.

Finity Group is a comprehensive financial planning firm that specializes in providing personalized financial planning and wealth management services to medical professionals. Our team of experienced advisors offers a range of services, including financial planning, wealth management, insurance, and student loans. We take a holistic approach to financial planning, considering each client's unique situation and goals to develop a tailored plan for achieving their financial objectives. Our team is dedicated to providing exceptional service, keeping our clients informed, and guiding them every step of the way.

We help our clients achieve their financial goals by developing a personalized plan, managing their risk, and minimizing their tax liability. Practical wealth advice from a high-net-worth multi-family office. We help busy mid-career families and business owners with high incomes or wealth build and preserve their financial affluence. We work with a limited number of clients, which means low advisor to client ratio, deeper relationships, custom financial plans, actual tax planning, custom portfolios, custom risk management, and better results. If your goals are achievable, we will help you find a way. There are many financial advisors to choose from. Are we the right wealth advisor for you?

Trailhead Planners is a financial planning firm that helps individuals create a comprehensive financial plan to achieve their financial goals. Our team of fee-only fiduciaries uses a coordinated and comprehensive approach to help clients navigate tax season, mitigate risk, and create a robust, tax-resilient portfolio. We also provide socially responsible investing options that align with our clients' values.

Meyer Wealth Management is a wealth management firm that provides a range of services, including retirement planning, portfolio and investment analysis, estate planning, socially responsible investing, and personalized investment advice. Our team of experienced advisors has over 30 years of combined experience helping clients plan their financial future and create meaningful relationships. We strive to learn about our clients' values and priorities, and our services are designed to simplify the complexities of the financial world. From individual investors to small businesses, we are dedicated to serving as your financial advisors and source of support. Our goal is your success, and we are committed to helping you achieve your financial goals.

Willamette Financial Advisors is a progressive firm that celebrates diversity and strives to build long-term, client-centered relationships to help you chart your financial goals, bring clarity to the journey, build confidence, and bring you peace of mind. We do it by: Listening, Providing Guidance, Being Proactive, Educating, Being Transparent, and Taking a Holistic Approach. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service. We're Proud to be a Fee-Based Financial Advisory Firm.

Advanced Wealth Management is a family-owned and operated firm dedicated to providing excellence and leadership in wealth management and financial planning. For over 30 years, we have helped individuals and families achieve their financial goals by crafting customized strategies and using a holistic approach to manage their financial health. Our team of experienced professionals is passionate about improving the lives of our clients, partners, and communities. We pride ourselves on being fiercely independent and committed to working directly with our clients, not for Wall Street or a large corporation.

At Aptus Financial, we provide flat-fee, advice-only, unbiased financial planning that addresses your unique needs and goals. We help you self-manage your investments, simply and effectively. We offer financial planning services focused solely on what is best for our clients. Our services include financial planning, workplace wellness, and physician financial education. We specialize in helping early-career physicians and other young professionals manage their finances, invest wisely, and achieve their long-term goals.

Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values. We believe in evidence-based financial decision-making and use evidence-based insights to empower our clients and communities to use their wealth to enjoy today while investing in our common future. Our services include: Investment Management and Financial Planning for individuals and businesses. We tailor our process to each client's values and goals, taking pride in the long-term relationships we build. We also offer referrals, resources, and insights on our Modernist University blog. Learn more about our Work.

Clarity Capital Management is an independent fee-only financial planning and investment management firm located in Southwest Portland, Oregon. We focus on helping active young professionals, families, and businesses achieve financial confidence. Our team of CERTIFIED FINANCIAL PLANNER professionals uses evidence-based investment management and tailored advice to help our clients reach their unique financial goals. We believe that everyone should be entitled to objective financial advice that is free from conflicts of interest.

Raaf Investment Advisors is a wealth management firm focused on helping people reach-and maintain-financial security during their retirement years. We are committed to understanding each client's financial needs and priorities, and creating customized investment plans to achieve those goals.

Sloy, Dahl & Holst, Inc., a boutique investment house established in 1986, offers customized investment portfolios and exceptional client service. With a quarter-century of experience, our team of certified financial planners provides individual financial services, corporate retirement services, and pension fund management tailored to each client's specific goals. Our expertise in wealth building, capital preservation, and retirement planning helps our clients exceed their expectations.

Samara Capital is a wealth management firm that helps individuals and families achieve their financial goals by crafting a personalized financial plan that aligns with their resources, lifestyle, and goals. By providing expert investment advisory services, the company helps clients make the most of their financial situation and stay on track to achieve their aspirations. With a focus on building trust, teamwork, and relationships, Samara Capital's team of professionals delivers solution-oriented solutions to help clients achieve the security and freedom they desire.

Providing financial guidance to individuals and families, and workplace retirement plan consulting, Deschutes Investment Consulting is a boutique independent firm dedicated to helping clients achieve their financial goals. With over three decades of experience, their team of CERTIFIED FINANCIAL PLANNER professionals offers personalized financial advice, investment management, and retirement planning. From individuals and families to organizations, they strive to be their trusted guide. With a fee-based model, they operate with transparency, ensuring that their compensation is aligned with client success. They offer tailored services to meet the unique needs of high net worth individuals, individuals and families seeking personalized financial advice, organizations looking for improved workplace retirement plans, and business owners supporting entrepreneurs. Learn more about their services, including wealth management, financial planning, estate strategy, and more.

Ascent Financial Advisors is an independent fee-only financial planning and investment management firm providing comprehensive financial services to individuals and small businesses in Portland, Oregon. With over 30 years of experience, our team of experts helps clients achieve their financial goals and spend less time worrying about their financial futures. Our services include investment advisory, retirement planning, estate planning, tax planning, and college planning. We believe in putting our clients' interests first, which is why we are a fee-only firm. Our goal is to empower our clients to fulfill their financial dreams.

HackettAdvisory is a financial advisory firm that provides wealth management, retirement planning, and estate strategy services to individuals and families. With a team of experienced professionals, they help clients achieve their financial goals through personalized advice and sophisticated financial strategies.

TradeWinds Wealth Management is a leading financial services firm that specializes in providing customized solutions and top-notch service to individuals and families. Our goal is to help our clients make smart choices about their money and feel confident about their decisions. We offer a range of services, including investment management, retirement planning, estate planning, and insurance planning. Our team of experienced professionals is dedicated to providing clear explanations of complex financial concepts and helping our clients achieve their long-term goals. We serve the Portland/Vancouver Metro area and are proud to have partnered with the industry's leading companies to provide comprehensive financial solutions.

Pilot Wealth Management is a Registered Investment Advisor that creates long-term, meaningful results through deep and authentic relationships, while helping families and business owners with the biggest decisions of their lives. They offer services such as capital management, retirement planning, portfolio management, and more. The firm focuses on strategic alignment, capital management, and non-liquid asset advisory services for families and business owners. With experienced professionals, Jason Lesh and Nick Fisher, they work to help clients achieve their financial goals.

At Encompass, our mission is to enrich people's lives by providing excellent financial advice and customer care. We offer a holistic approach to client care through our 7 Pillars of Life Planning & Wealth Management. Our experienced team of wealth professionals provides sound financial advice that is free of any conflicts of interest. We strive to understand our clients' unique financial situations and goals to develop personalized plans for retirement, estate planning, investment management, and more. With any and all of your financial planning needs, Encompass is here to help.

Independent Progressive Advisors, LLC is a fee-only, fiduciary wealth management firm based in Portland, Oregon, offering comprehensive financial services to individuals and businesses. With a team of experienced and diversified advisors, the firm provides tailored investment management, retirement planning, financial planning, and business retirement plans to help clients achieve their goals and maintain peace of mind. Their approach focuses on aligning clients' financial reality with their goals, while minimizing risk and maximizing long-term performance. Whether you're planning for retirement, career transition, education, or other life milestones, Independent Progressive Advisors, LLC is committed to helping you live your best life.

Skyline Financial is a fee-only, fiduciary financial advisor and investment firm that provides comprehensive financial planning, wealth management, and retirement planning services to individuals and families across the United States. With a team of experienced financial advisors, Skyline Financial helps clients achieve their financial goals and build a better financial future. From comprehensive financial planning to data-informed investment management, Skyline Financial's team of experts provides personalized service and unbiased advice to help clients make informed decisions about their financial well-being.

Amerisal Financial offers a range of financial services including financial planning, retirement planning, life transition planning, and divorce planning. With over 40 years of experience, our team of financial experts helps individuals and small business clients achieve their financial goals. We provide personalized financial coaching, help with budgeting, debt analysis, and insurance planning. Our goal is to empower clients to take control of their finances and plan for a secure financial future. Our team consists of experienced professionals with certifications in insurance, accounting, and financial planning. We are committed to providing personalized services to meet the unique needs of each client.

Springwater Wealth Management is a fee-only, independent financial planning firm dedicated to helping individuals and families achieve their financial goals and live their ideal life. Our services include comprehensive financial planning, investment management, and wealth management designed to help clients achieve financial freedom and security.

At Frazier Wealth Management, our goal is to help you achieve financial freedom by developing a tailored strategy for your financial success. We offer comprehensive wealth management services, including investment, retirement, estate, and insurance planning. Our team of experienced professionals will work closely with you to understand your financial goals, risk tolerance, and objectives, and create a personalized game plan to help you achieve them. With our proactive approach, we strive to anticipate and address any challenges that may arise, ensuring you stay on track towards a meaningful and purpose-driven financial future.

Portland Financial Planning Group is a Maine-based firm that provides comprehensive, fee-only financial planning services to professionals, retirees, and their families. Our mission is to help you achieve the peace of mind that accompanies financial security by using an integrated approach to address the unique elements of each client's financial circumstances and crafting practical solutions in a collaborative relationship built on trust and respect.

Titus Financial, Inc. is a fee-only advisor delivering genuine transparency and objectivity in creating financial solutions. Solutions are designed to achieve financial success with the highest probability of success at the lowest possible risk. With over 35 years of experience in the financial industry, James Titus has built a reputation for providing expert advice and customized financial plans. The company's mission is to provide competent and objective advice strictly in their own best interest, requiring complete and unapologetic transparency. Titus Financial, Inc. believes that everyone deserves to make informed decisions that guide them on a path of financial success. The company's vision is to inspire clients to achieve their financial goals with the greatest chance of success at the lowest possible risk. With a focus on individualized service, Titus Financial, Inc. takes a holistic approach to providing financial planning and investment management.

Scheller Financial Services is a company dedicated to putting your needs first, offering a wide array of investments and products to help you pursue your financial goals. We provide a variety of resources including over 30 different financial calculators and e-seminars.

NorthWest Investment and Retirement Group is an investment and insurance firm dedicated to serving individuals and businesses. We have over 50 combined years of personal wealth management and retirement planning experience to help you navigate an increasingly complex financial landscape.

CLS Financial Advisors, Inc. is a fee-only financial advisory firm based in Portland, Oregon, providing comprehensive and proactive financial advice to individuals and families. Our team of experienced advisors, including Lori Pajunen Luck, Ryan Genor, and Sarah Lane, offers personalized financial planning, investment management, and tax planning services. Our goal is to help you make sense of your finances, prioritize your goals, and achieve financial peace of mind. With a strong focus on client relationships and fiduciary responsibility, we empower our clients to take control of their financial lives and achieve their unique goals. Our services include investment planning, retirement planning, estate planning, and comprehensive financial planning.

Klein Wealth Management is a financial advisory firm that provides trusted guidance and investment planning to help clients achieve their long-term financial goals. Their experienced advisors work closely with each client to create a tailored investment strategy that suits their unique needs and goals. With over 23 years of experience, the firm has established a reputation for delivering honest, transparent, and objective advice. Their goal is to help clients preserve and manage their wealth with a disciplined, long-term investment strategy.

David Beck Financial Services LLC is a fee-only financial planning firm that specializes in advising clients on retirement planning, college financial planning, and tax planning. We use a unique method called "consumption smoothing" to mathematically derive how much clients can spend each year while maintaining a consistent living standard throughout their life. Our services include personalized financial planning, tax return preparation, and investment guidance. With our expertise, clients can feel confident in their ability to make informed financial decisions and achieve their long-term goals.

Somerset Wealth Strategies specializes in retirement planning, providing confidence through financial independence for over 30 years. We help clients create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our philosophy is simple: Reduce Risk to Maximize Growth. We seek to help clients feel confident in their financial futures to live out their dream retirements. Our services include creating asset protection strategies, building "relative" plans, and providing guidance on financial planning and investment strategies.

CFG Wealth Management brings heart and humanity to financial advisory. Meet Our Team The CFG Journey We look at the financial advisory we provide our clients as not just a service, but a journey we are taking with you. We honor that by putting our efforts to work for you in four distinct areas. A Disciplined Process It starts with a plan custom-tailored to your situation, and we follow that with continuous monitoring and frequent communication. A Team of Specialists Rely on our trusted network of professionals - attorneys, CPAs, bankers, brokers, and more - whom we call upon when their expertise is required. Leave No Stone Unturned Your financial life isn't just retirement, it's also taxes, insurance, and more. We explore all the options to ensure your plan changes with your needs. Helping Every Step of the Way Financial advisory doesn't stop with the plan. We partner with you to adapt your plan as your situation evolves.

Cordant Wealth Partners is a financial advisory firm specializing in helping tech employees maximize their equity compensation and make work optional. We provide expert guidance on RSUs, deferred compensation, and pension planning, as well as diversification and investing strategies. With transparent pricing and a 100% fiduciary commitment, we help our clients optimize their wealth and achieve their financial goals.

Fidelity Professional Transition Partners is a specialized consulting firm that provides advice and expertise to independent advisors who seek to identify, build, and realize their equity value. The company offers a range of services, including M&A, succession planning, valuation, and more. With over 25 years of experience, the company has successfully facilitated over 100 M&A transactions annually, serving over 16,000 advisory businesses.