Lifelong Wealth Management
“Seriously, if you want a respectful team mate that's in it for you, give Jason and his team a call - they'll definitely take care of you”
Best Financial Advisors near Aloha, OR
There are no firms listed in Aloha itself yet; the 15 below are the closest options, from towns including Portland (8, 11 mi), Lake Oswego (4, 10 mi) and Tigard (2, 6 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Finity Group
“He has been so amazing, not just in managing my finances but also in educating me and now my husband about investing and financial literacy.”
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Bridgetown Wealth Management
“I have a lot more confidence in when and how to retire after working with him - highly reccommended!”
Somerset Wealth Strategies
“Overall I had a very positive experience with Somerset Wealth Strategies and highly recommend them.”
Vista Capital Partners
“Vista Capital has been an excellent company to work with for 25 years now!”
Tax Services
“We have been a customer for roughly 10 years and these folks are always professional.”
The 15 firms listed for Aloha, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Aloha, OR
The 15 firms on this page are rated from 4.3 to 5.0 across 492 reviews; 5 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 8 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
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Infinite Heights Wealth Management
“Going through their collaborative process and utilizing the many resources they have available gave us the confidence we needed in our retirement strategy, including estate and tax planning services.”
Human Investing
“Human investing has been a value-add partner in the financial space for our business for more than a decade.”
Aaron Traxton, CPA
“Love this group, they took me in late when my CPA died -and took on a complex inheritance issue.”
Advanced Wealth Management
“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 opportunity.”
CGC Financial Services
“CGC has been providing me with expert and personal financial guidance for years, much to my benefit.”
Isler Northwest
“Chris has been a great asset, providing ideas and always keeping me up to date with all the changes in the accounting world and how those changes affect my business and personal taxes.”
Silver Oak Advisory Group
Aldrich Cpas + Advisors
“She has provided exceptional professional service and knowledge and I highly recommend Aldrich.”
Ponderosa Investment Group Ll:c
“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”
Why these companies made our list
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