We Have Listed The Top 10 Financial Advisors In Portland To Help You Choose The Best Professional For Your Needs.
At D.A. Davidson Companies, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way — leveraging our nationally-recognized research, capital market and investment banking expertise, and a large full-service investment firm. Our personal approach is rooted in the values, stability, and discipline of our 86-year-old employee-owned company that is as independent as you are. Every day, the people at D.A. Davidson connect with our clients and communities in ways large and small. The big things are easy to see; the smaller things may go largely unseen. As we look back at our performance and accomplishments of the past year, we’d like to share some of the everyday, meaningful moments that made a difference along the way.
Address: 700 NE Multnomah Street Suite 820 Portland, OR 97232
Phone: 503-280-7155
Finances are a lot of things; they can be complicated, part of a goal or project, and planning for retirement without help can be intimidating. The team at Bridgetown Wealth Management is here to help you. Together, we can help you identify and prioritize your goals and hopefully replace some of the uncertainty with knowledge and optimism for the future. If you’re committed to building a strong financial future, we’re here to provide the comprehensive planning to help you pursue your financial goals. Bridgetown Wealth Management uses investment strategies managed by our internal investment team to help clients benefit from diversified, consistent investment portfolios that are aligned with their long-term investment goals and objectives. Bridgetown Wealth Management serves individuals and institutions with portfolios beginning at $500,000. Bridgetown Wealth Management has proudly called Portland, Oregon home since our founding in 2017. Our team of Advisors collectively boast over 60 years of industry experience. We strongly believe that by utilizing a team approach, we're better equipped to provide the best service to your accounts, and financial planning needs. Our team currently has members specializing in, portfolio construction, asset research, financial planning, annuity and insurance knowledge and products, marketing and events, all while providing the most exceptional client service. We're here for you-- let's go, Beyond the Numbers!
Address: 16100 NW Cornell Rd Suite 140 Beaverton, OR 97006
Phone: 503-253-3000
Website: https://www.pricefg.com/
Why should you work with us? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. As your trusted advisor, we’re focused on adding convenience and simplicity to your life. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today. We are here to help you keep what’s best for you and your family in mind at all times. If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right. We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own. Many advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life. We've been there before, and we can help you take the steps you need to accomplish your goals. We don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.
The Portland Financial Advisors Network is a group of independent, fee-only financial planners located in Portland, Oregon. This site is a resource for individuals looking for a financial advisor in and around the Portland area. We know finding the right advisor can be intimidating – and we believe it’s important to connect clients with an advisor who’s an ideal fit for their goals and needs. Our goal is to educate you on the differences between advisors and make finding the right one for you easier. WeWe are all independent advisors, each with our own practice. However, we are all united by our shared commitment to helping individuals find the right advisor for their needs. All the advisors on this site share the following characteristics: - Registered with the State of Oregon as a Registered Investment Advisors. - We are all fiduciaries, acting in the best interest of our clients at all times. - Operate our business using a fee-only model of compensation. - Provide comprehensive financial planning to our clients, not just investment advice. - We all work and live in the greater Portland metro area. - Own or work at an independent financial planning firm. - We are all NAPFA members, the National Association of Personal Financial Planners. - Maintain our status as CFP® professionals. - We are all highly respected by our peers. This site is “by invitation only” and not a paid directory service.
Address: 6650 SW Redwood Lane, Suite 310 Portland, Oregon. 97224
Phone: 503-406-8977
Willamette Financial Advisors, LLC (WFA) is an Independent Registered Investment Advisory (RIA), firm consisting of CFP professionals and other advisors dedicated to providing financial planning and strategic investment management. WFA Advisors strive to accomplish this with the highest levels of trust, integrity and respect, while always collaborating with other team members. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Clients never pay more than 1% in investment management fees. Click here for a complete breakdown of our fees. Whether you are an individual investor or a 401(k) Plan Sponsor, WFA is your go-to for investment and financial wellness education. Willamette Financial Advisors, LLC is committed to providing our clients with the highest level of client service and support. If you have any questions or concerns about the services or advice you are receiving from our firm or your advisor, please do not hesitate to contact us at: [email protected] or 503.406.8977. One of our Principal Members will contact you within 48 hours. Willamette Financial Advisors, LLC prides itself on offering you advice based on a Fiduciary Standard. No one pays us but you, and we serve no interests but yours. Meeting your financial goals depends on the ability to respond effectively to your current and changing needs, and Willamette Financial Advisors, LLC is committed to helping you do just that.
Clarity Capital Management, LLC was founded on the belief that everyone, regardless of level of wealth, should be entitled to objective financial advice that is free from the typical conflicts of interest that come from commissions and proprietary products. We also believe that a financial plan should not be created only to help an advisor sell a product that may or may not be in the clients best interest. Clarity Capital Management is an Independent fee only financial planning firm located in Southwest Portland, Oregon and founded by Ryan Mohr, CFP® and NAPFA Member. Clarity Capital was founded to help active young professionals, families and businesses achieve financial confidence. Being independent means we work directly for our clients, as opposed to representing a bank, brokerage, or insurance company. This allows us to consider all possible solutions for your planning and investing needs, instead of being restricted to a particular parent company offerings. As a fee-only fiduciary, our clients' best interest always come first, which is something that is of great importance. Ultimately, we are able to provide unbiased advice to the clients we work with. By separating financial product sales from advice, we can reduce conflicts of interest that face most traditional financial services firms, and focus on what is important to you and your goals.
Address: 4380 S Macadam Avenue Suite 350 Portland, OR 97239
Phone: 503-221-5656
Website: https://vcmi.net/
Our collaborative and team-oriented culture started with our founders: Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital in 1999. They established Vision Capital as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients. From the start, our values centered on providing outstanding client service; the kind of service where our clients call us for just about anything on their to-do list. Each and every client relationship represents our values hard at work; we are their partners and driven only by the motivation to provide the best and most transparent investment management and financial planning services. We start by listening. Understanding our client’s vision of their future based on their aspirations. The next step is to put together a plan that will help make these dreams come true and hopes to be fulfilled. Next, it is all about working to the plan. No detail is too small. Our firm is employee-owned and majority female-owned. Not only do we bring expertise and a client-centric focus to the table but we genuinely enjoy what we do for a living. We strongly believe this has something to do with our success and sustainable growth over the years.
Address: 1624 NW Lovejoy Street Portland, OR 97209
Phone: 503-594-7400
World-class wealth management services should be as dynamic as the world you live in. Your Brighton Jones team of financial specialists works on your behalf in pursuit of your goals today and into the future. Wealth management should empower you to reach your big-picture goals, and growing and protecting your wealth is only one part of the equation. That’s why we offer a suite of programs designed to help you network, volunteer, learn, and share your passions in life. We believe that people can accomplish more together than we can on our own. This belief led us to take action that garnered a few raised eyebrows from our peers: financial education for young adults, mindfulness training for advisors, and programs dedicated to helping others reach their big-picture goals. We measure our success by the opportunities we create to help individuals and families achieve their personal and social impact goals. The Brighton Jones Richer Life Foundation serves as a catalyst for our community members by leveraging our collective knowledge, time, and money to drive more purposeful giving.
Address: 310 N State St Suite 208 Lake Oswego, OR 97034
Phone: 877-487-6860
Website: https://www.alliumfinancial.com/
With a passion to ease and enrich our clients’ lives, Allium Financial Advisors was founded in 2016 in Portland, Oregon. Throughout our careers, we learned that there is a disconnect when managing a client’s portfolio without a complete understanding of their financial picture or underlying mission. We are more than an investment management firm. Our team accounts for all of life’s layers. We invest in you so that we can do our best work for you. At the end of the day, our team is your team. We proactively and collaboratively work with you to understand your goals and achieve them. Passion, a positive, entrepreneurial attitude and a deep sense of service are defining characteristics of our team. If this resonates with you, we’d love to talk. As a Senior Wealth Advisor at Allium, you play a critical role in helping our clients navigate their financial life every day; ensuring they understand complexities and providing holistic solutions. Passion, a positive, entrepreneurial attitude and a deep sense of service are pre-requisites to joining the Allium team. If this resonates with you, we’d love to talk.
Address: 1675 SW Marlow Ave., Suite 305, Portland, Oregon
Phone: 503-536-7351
Website: https://www.ipawealthmanagement.com/
We’re here to help align your money with your life and your values. Whether you’re planning for your children’s education, a career change, retirement or another personal dream, our financial planning and investment management services make sure your money is working hard to get you there. You’ve worked hard and saved hard. Now it’s time to make sure your portfolio is doing its job. Are you investing consistently with your risk tolerance and your goals? How much do you need to fund your lifestyle? Our process gives you clarity about what’s most important for you. You have worked hard to position yourself for success. Whether you’re focused on retirement, career transition, saving for education, making a major purchase, or something else, our wealth management services put you in control. Based in Portland, Oregon, we’re a team of fee-only, fiduciary advisors, with a diversity of experience and perspectives that inform every engagement. We help you leverage your time and resources so you can live your best life, and fulfill your life goals. In the process, we make sure you maintain peace of mind by helping to align your goals with your financial reality. Our approach builds around offering sound financial guidance that puts your goals front and center, no matter what’s happening in the market. With us, you never have to worry about taking on more risk than necessary, or spending your time dealing with the details.