Portland, OR

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Best Financial Advisors in Portland, OR

The highest-rated Financial Planning & Wealth Management firms out of 344 vetted & reviewed in the Portland area.

Bridgetown Wealth Management

Bridgetown Wealth Management

Best of 2022
(18)
  • Health
  • Sound
  • Future
“They explain their advice clearly, and will go over things more than once to make sure a client understands the ramifications of an action before getting a signature.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Advanced Wealth Management

Advanced Wealth Management

(2)
“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”
Family Business
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2005
10220 SW Greenburg Rd # 210, Portland, OR
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Parker Butte & Lane

Parker Butte & Lane

(6)
  • Lawyer
“He goes above and beyond, is very knowledgeable and respected.”
In Business Since 1949
1200 NW Naito Pkwy Ste 200 200, Portland, OR
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Somerset Wealth Strategies

Somerset Wealth Strategies

(10)
  • Understand
  • Information
  • Retirement
“Somerset has helped me understand various investment options from Annuities to Alternative Investments and how to position them in the overall retirement planning strategies.”
In Business Since 2008
4600 S Kelly Ave, Portland, OR
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Cedar Creek Financial Group

Cedar Creek Financial Group

(1)
“My financial advisor Lucas has been incredibly professional, knowledgeable, and goes the extra mile to help me get paperwork completed, understand with confidence the investment options I am selecting work for my family needs and future goals.”
Licensed
In Business Since 2020
4800 S Macadam Ave Suite 307, Portland, OR
i
PDX Money Coaching

PDX Money Coaching

(8)
  • Honest
  • Budget
“While we used to cringe at the thought of not only devising a budget, but sticking to it, Emily gave us the tools we needed to make budgeting (dare I say it?) fun!”
In Business Since 2016
A, Portland, OR
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JGP Wealth Management

JGP Wealth Management

(3)
“Not only did I know Jake personally from our time playing college football together, but I also felt I could trust him the most when it came to innovative and forward-thinking strategies.”
Transparent Fees & Pricing
In Business Since 2017
760 SW 9th Ave. Suite 2350, Portland, OR
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Finity Group

Finity Group

(2)
Stock Options, Student Loans, Wealth Management
“Nice group of people!”
Licensed
In Business Since 2011
4380 South, S Macadam Ave # 245, Portland, OR
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MP Townsend Financial

MP Townsend Financial

(1)
Life Insurance Planning, Roth IRA Conversions, Wealth Management
“Great experience, took extra time.”
In Business Since 2012
11010 SE Division St, Portland, OR
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Lifestyle Wealth Management

Lifestyle Wealth Management

(4)
“Great company of knowledgeable, professional, personal and if your looking to retire from the federal government it's worth the time to see if this can help you make your retirement more successful.”
In Business Since 2021
2175 NW Raleigh St Suite 110, Portland, OR
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Financial Investment Team

Financial Investment Team

(3)
“Rachel Gustafson invited me to the meeting on Social Security and I learned so much!”
Below Average Price Tag
In Business Since 2011
15350 SW Sequoia Pkwy #150, Portland, OR
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Frazier Wealth Management

Frazier Wealth Management

(2)
“I have known Andrew Frazier for twelve years and never had questionable service from him or recommendations that do not make sense to me or my husbands situation.”
In Business Since 2016
4020 NE Fremont St # B, Portland, OR
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Blueprint Financial Consultants

Blueprint Financial Consultants

(1)
“Teddy usually responds to emails within hours, He is skilled at really listening to his clients and distilling their wants, fears and needs into a flexible financial plan.”
In Business Since 2015
2750 NE 30th Ave, Portland, OR
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Deschutes Investment Consulting

Deschutes Investment Consulting

(1)
“Laura is very responsive to my needs and also goes over my investments once a year to re-balance my portfolio.”
In Business Since 2011
200 SW Market St #550, Portland, OR
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Independent Progressive Advisors

Independent Progressive Advisors

(1)
“They have been very helpful with all the details and have provided great service to Pro Focus at the corporate level as well as working with individual employees to answer their questions, etc.”
In Business Since 2016
1675 SW Marlow Ave #305, Portland, OR
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Stangier Wealth Management

Stangier Wealth Management

(1)
“She proactively educates her clients regularly on market events before you read them in the news which serves as a reminder of the strategies in place to maximize your gains and isulate you from corrections.”
Average Price Tag
In Business Since 2012
9955 SE Washington St, Portland, OR
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Tailwind PDX

Tailwind PDX

(1)
“Colleen and Tailwind have been instrumental in taking my small business to the next level.”
In Business Since 2019
25 NW 23rd Pl, Suite 6 PMB #175, Portland, OR
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Interactive Wealth Advisors

Interactive Wealth Advisors

(6)
  • Team
“While our portfolio is not always increasing we seem to always be doing better than the markets as a whole.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2012
121 SW Morrison St #905, Portland, OR
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Retirement Planning and Investment Management Services Estimated Cost in Portland, OR 2022

Minimum cost
$1060
Maximum cost
$9010
National Average
$3180
Avg Per Hour Rates
$318
$2120
$5830
Fair price range based on 219 cost profiles
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Average Cost $3180
Minimum cost $1060
Maximum cost $9010
Avg Per Hour Rates $318

Average range $2120 to $5830 is based on 219 cost profiles.

Why these companies made our list

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