Best Financial Advisors in Aloha, OR

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Aloha area.

Law Offices of Nay & Friedenberg

Law Offices of Nay & Friedenberg

(29)
Guardianships & Conservatorships, Medicaid, Trust Administration
“Since then, I have used their services to update my own documents such as will, power of attorney and have found the experience to be very clear and easy.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1990
6500 S Macadam Ave #300, Portland, OR
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CPA Service

CPA Service

(29)
  • Educate
  • Knowledge
  • Information
“His expert consultation, personability and transparent communication gave me peace of mind and helped educate on my future responsibilities as a taxpaying citizen.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2003
4470 SW Hall Blvd, Beaverton, OR
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True Path Capital Strategies

True Path Capital Strategies

(30)
  • Interests
  • Investment
  • Confidence
“Over the course of the next three months, I got to know Josh very well, as my wife and I explored different options for reinvesting all of our retirement savings.”
Licensed, BBB Rating: A+
In Business Since 2020
Serving Aloha Area
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NW Premier - Creative Financial Solutions

NW Premier - Creative Financial Solutions

(29)
Financial Consulting, Bookkeeping/Payroll, Business Planning
“When my Real Estate business grew faster than I anticipated, my taxes began to feel overwhelming, considering all of the complex write-offs and Tax strategies available to Realtors.”
In Business Since 2019
1610 C St Suite 103, Vancouver, WA
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Appel CPA

Appel CPA

(4)
  • Tax
“Also, the Appel team does a great job of quickly analyzing your specific situation and making recommendations for both short term tax strategies and long term estate planning.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2006
1225 NW Murray Rd #111, Portland, OR
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CLT Accounting & Taxes

CLT Accounting & Taxes

Quickanswers, Estate Planning, Payroll
“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2012
Offers Financing Options
10216 NE 13th Ave, Vancouver, WA
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Tax Services

Tax Services

(3)
Buy Quickbooks and Save, Small Business Accounting, New Business Formation
“We have been a customer for roughly 10 years and these folks are always professional.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1992
7352 SW Durham Rd, Tigard, OR
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Silkin Management Group

Silkin Management Group

(29)
  • Office Manager
  • Learned
  • Implement
“I replied to an email sent to me from Ken offering a no obligation free of charge 1 hour phone call evaluation on how to motivate staff, increase new patient numbers, and improve your presence on social media.”
In Business Since 2008
6950 SW Hampton St, Tigard, OR
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Sunny Tax Service

Sunny Tax Service

(29)
Business Valuations, Business Tax Returns, Payroll Services
“I have been going to this place since I moved to the state of Oregon back in 2015 Sonny has always been great to me and is very genuine and remembers me by voice on the phone when I call to set up my appointment overall Sonny is a great tax agent and...”
In Business Since 2016
Serving Aloha Area
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Aaron Traxton, CPA

Aaron Traxton, CPA

(3)
  • Number
“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2012
12725 SW 66th Ave #202, Tigard, 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...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2006
Family Business
10220 SW Greenburg Rd # 210, Portland, OR
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Isler Northwest

Isler Northwest

(9)
Business Advisory, Other Value-Added Services, Estate Planning
“My company is not some faceless invoice to Isler; their thoughtful care of our accounting needs has made me understand an excellent accountant is a valuable trusted partner.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2010
1300 SW 5th Ave #2900, Portland, OR
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Indigo Wealth Management

Indigo Wealth Management

(22)
Investments, Financial Planning
“I would trust him with my future and that of my family, and I don't trust many people due to the types of people who write the comments you see trying to destroy a person's reputation.”
In Business Since 2017
900 Washington St Suite 8001, Vancouver, WA
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Somerset Wealth Strategies

Somerset Wealth Strategies

(30)
  • Questions
  • Products
  • Understand
“I have chosen to use his service because his support is superb, and I could not have been more pleased to have the opportunity of his support and service.”
In Business Since 2008
4600 S Kelly Ave, Portland, OR
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Bridgetown Wealth Management

Bridgetown Wealth Management

(19)
  • Investment
  • Future
  • Sound
“It's without reservation that I highly recommend anyone looking for a financial advisor and wealth management company to consider Phil and Bridgetown Wealth Management.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Mariner Wealth Advisors

Mariner Wealth Advisors

(2)
Services For Businesses, Services For Individuals
“Sandra was extremely helpful and kind.”
Licensed, BBB Rating: A+
In Business Since 2001
8050 SW Pfaffle St # 100, Portland, OR
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Lifelong Wealth Management

Lifelong Wealth Management

(17)
  • Investing
“We didn't have much to start with but over time and with focused attention to our long-term goals, we've been able to save significantly through smart investing than we would have ever been able to on our own.”
Licensed
Free Initial Consultation
In Business Since 2010
Serving Aloha Area
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Empirical Wealth Management

Empirical Wealth Management

(6)
Retirement Planning, Tax Planning, Business Owner
“This simple fact, combined with the strong investment/portfolio management we received for years, allowed us to continue the relationship easily and know we were protecting our foundation's assets.”
Free Initial Consultation
In Business Since 2012
805 SW Broadway Suite 2400, Portland, OR
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Byzick and Company

Byzick and Company

(14)
Bookkeeping, Quickbooks Consulting/Training, Tax Preparation
“I have worked closely with Lindsay who is very personable on the one hand, while providing potentially beneficial tax strategies to consider on the other.”
In Business Since 2010
1925 NE Stucki Ave #185, Hillsboro, OR
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Sendit Financial

Sendit Financial

(5)
Merchant
“The time and energy he put into getting us approved, after being declined by another company, the hoops he jumped through and strings he was able to pull to make everything, is just unbelievable.”
Free Initial Consultation
In Business Since 2020
4317 NE Thurston Way #200, Vancouver, WA
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PDX Money Coaching

PDX Money Coaching

(12)
  • Honest
  • Budget
“Emily helped us not only organize with an amazing app called YNAB, but also helped us to map out our future financial plans so that we could start really saving our money for the things we wanted.”
In Business Since 2016
A, Portland, OR
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Pure Portfolios

Pure Portfolios

(27)
  • Manage
  • Investment
  • Understand
“Although I didn't get back to him right away because I was comfortable with Fidelity, all my online accounts were linked, Nik never pressured me or called me over and over like other financial advisers have in the past.”
In Business Since 2003
Serving Aloha Area
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Rogers Financial Services

Rogers Financial Services

(1)
Business Services, Tax Services, Industries
“Everyone there is friendly and they are very helpful with questions and explanations of things.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2011
Serving Aloha Area
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Cross Financial

Cross Financial

(9)
  • Owner
  • Team
“Understanding my complete financial picture, listening to my needs, and putting all that into strategies is what I have been looking for from an advisor for many years.”
In Business Since 2007
1500 NE Irving St UNIT 440, Portland, OR
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Retirement Planning and Investment Management Services in Aloha, OR Cost Estimates

Minimum cost
$1045
Maximum cost
$8879
National Average
$3134
Avg Per Hour Rates
$314
$2090
$5745
Average price range is based on 321 cost profiles
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Average Cost $3134
Minimum cost $1045
Maximum cost $8879
Avg Per Hour Rates $314

Average range $2090 to $5745 is based on 321 cost profiles.

Why these companies made our list

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