Best Financial Advisors in Beaverton, OR

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Beaverton area.

CPA Service

CPA Service

(47)
  • Reviews
  • Confident
  • Tax Preparation
“After weeks of trying to find someone to assist with complicated taxes, his willingness to help, explain what needed to be done, and setting realistic expectations was far more than I had anticipated.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2003
4470 SW Hall Blvd, Beaverton, 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...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Family Business
In Business Since 2008
8625 SW Cascade Ave #602, Beaverton, OR
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ROI Financial Advisors

ROI Financial Advisors

(2)
Retirement Services, Financial Planning, The Future of ROI
“They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments.”
In Business Since 2011
14675 SW Millikan Way, Beaverton, OR
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Main Avenue Financial Services

Main Avenue Financial Services

(1)
Retirement Planning, Investment Management, Financial Planning
“Highly recommend using Main Avenue for your Financial Services.”
In Business Since 2009
4900 SW Griffith Dr #210, Beaverton, OR
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Graystone Partners

Graystone Partners

(1)
“Greystone Partners is a Top tier collections company”
Transparent Fees & Pricing
Licensed
Free Initial Consultation
In Business Since 2007
3720 SW 141st Ave UNIT 204, Beaverton, OR
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Bennington & Moshofsky

Bennington & Moshofsky

“Thank you for visiting our website. We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1989
4800 SW Griffith Dr #350, Beaverton, OR
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Evergreen Financial Advisors

Evergreen Financial Advisors

“A: We begin each prospective new client engagement with a discovery meeting. The purpose of the meeting is for you to get to know us and understand our philosophy and process. While at the same time, it is an opportunity for us to get to know you bet...”
Licensed, BBB Rating: A+
In Business Since 2008
8625 SW Cascade Ave Ste 310, Beaverton, OR
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Optimum Capital Strategies

Optimum Capital Strategies

“At OCS we are not purist but pragmatic investors. We like to think of our investment strategies as an "all of the above" approach. In other words, if it works, lets do it. We believe buy and hold is the main way to build lasting wealth but we recogni...”
Licensed, BBB Rating: A+
In Business Since 2012
4900 SW Griffith Dr #105, Beaverton, OR
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Springwater Wealth Management

Springwater Wealth Management

“I made mad bread here ngl”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2013
6600 SW 105th Ave Suite 155, Beaverton, OR
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Ritrovare Financial & Insurance Solution

Ritrovare Financial & Insurance Solution

Qualifications
“I invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calen...”
Licensed
In Business Since 2022
4900 SW Griffith Dr Suite 121, Beaverton, OR
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Gabriel Capital

Gabriel Capital

Financial Planning, Investment Management
“As a “fee-only” investment fiduciary, we are charged with the obligation to put client interest first and act in a prudent fashion for your benefit. We work with you for a negotiated asset based fee. No commissions. No sales charges. No insurance. Ou...”
In Business Since 2005
500 SW 116th Ave, Beaverton, OR
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Erlandson Wealth Management

Erlandson Wealth Management

“Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our advisors are Dave Erlandson, CFP and Patrick Steers, CRPC. We provide financial planning, investmen...”
Transparent Fees & Pricing
Licensed
In Business Since 2011
14780 SW Osprey Dr #320, Beaverton, OR
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Consolidated Financial Management

Consolidated Financial Management

Investment Management, Financial Independence Analysis, Comprehensive Financial Planning
“Consolidated Financial Management Corporation is a Registered Investment Adviser firm in the states of Oregon, California and Texas. Prior to any advisory work conducted outside OR and CA, Consolidated Financial Management Corporation would become re...”
In Business Since 2003
1915 NE Stucki Ave #150, Beaverton, OR
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TMG Wealth Advisors

TMG Wealth Advisors

Nitrogen
“TMG Wealth was born with a goal of helping individuals and families make better, smarter financial decisions. In doing so, they can be empowered to live life focused on what's most important to them. When people are freed from the worry of money to l...”
In Business Since 2020
14631 SW Millikan Way #68, Beaverton, OR
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North Ridge Wealth Advisors

North Ridge Wealth Advisors

“Fantastic working with Adam & Brian!”
In Business Since 2011
8285 SW Nimbus Ave #155, Beaverton, OR
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Capitol Family Office

Capitol Family Office

“You've worked hard to achieve success in your life. Most likely that success has also increased the complexity of your finances. When you consider all of theimportant decisions you need to maketo achieve your goals including; investments, retirement ...”
In Business Since 2011
1500 NW Bethany Blvd Suite 200, Beaverton, OR
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Retzlaff Wealth Management

Retzlaff Wealth Management

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”
In Business Since 2015
16100 NW Cornell Rd, Beaverton, OR
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Eldon Reese Advisory Group

Eldon Reese Advisory Group

“Duane Bolinger is a registered investment adviser registered with the states of Oregon and Washington. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United S...”
Transparent Fees & Pricing
In Business Since 2022
4900 SW Griffith Dr #103, Beaverton, OR
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Cedar Financial Advisors

Cedar Financial Advisors

Expat Services, Executive Services, Family Office
“Cedar Financial Advisors, LLC became part of The Mather Group, LLC (“TMG”) on October 1, 2022. TMG is a fee-only fiduciary registered investment adviser. Along with providing comprehensive financial planning and investment management in a transparent...”
In Business Since 2009
3853 SW Hall Blvd, Beaverton, OR
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Thales Tax & Wealth Management

Thales Tax & Wealth Management

“We understand that managing your tax burden is an essential part of managing the overall performance of your assets. Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insur...”
In Business Since 2000
3720 SW 141st Ave #200, Beaverton, OR
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De[fi]ned Wealth Management

De[fi]ned Wealth Management

“Our blog in October 2022 discussed the market noise of a declared bear market and its impact on the investor psyche. In that post we discussed the definition of a bear market and possible causes (and listed the post bear markets performance of the S&...”
CFP, CFP Certified
In Business Since 2019
8625 SW Cascade Ave Suite 410, Beaverton, OR
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Portland Financial Advisors Network

Portland Financial Advisors Network

“Even though each of us is an independent business owner, we believe that helping individuals find the right advisor for their needs should be our ultimate priority. This network is dedicated to helping individuals and families in and around the great...”
In Business Since 2012
6107 SW Murray Blvd #103, Beaverton, OR
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Law Offices of Nay & Friedenberg

Law Offices of Nay & Friedenberg

(46)
Guardianships & Conservatorships, Special Needs Planning, Estate & Inheritance Tax Planning
“We met with Sam, who with incredible pace and patience, walked us through all of the details and definitions of how a living trust works and all the things we would want to consider as we cement our final wishes.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1990
6500 S Macadam Ave #300a, Portland, OR
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The Bookkeeping Company

The Bookkeeping Company

(49)
CFO Services, Tax Preparation, Payroll Services
“I have a general contracting business and they handle everything from my new hire paperwork, invoicing and more importantly accounting guidance that works best for my business.”
Free Initial Consultation
In Business Since 2017
18523 NE 65th St, Vancouver, WA
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Retirement Planning and Investment Management Services in Beaverton, OR Cost Estimates

Minimum cost
$1161
Maximum cost
$9866
National Average
$3482
Avg Per Hour Rates
$349
$2322
$6384
Typical price range is based on 389 cost profiles
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Average Cost $3482
Minimum cost $1161
Maximum cost $9866
Avg Per Hour Rates $349

Typical range $2322 to $6384 is based on 389 cost profiles.

Why these companies made our list

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