Tax Minimizers of Oregon
“They took the time to understand our operations, providing tailored, expert service.”
Best Financial Advisors in Gresham, OR
15 firms listed · 4 in Gresham · 1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Davis & Graves CPA
“I am so thankful for the Davis & Graves team being willing to work with me on behalf of our mutual clients.”
Green Line NW
Sanstrum & Associates
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The Bookkeeping Company: Tax Strategies & Planning
“We just moved to Vancouver and are very happy to have found Maya, we will certainly be coming back to her next year!”
Finity Group
“He is able to communicate complex financial jargon to laymen's terms, which allows me to feel comfortable asking questions.”
The 15 firms listed for Gresham, 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: Gresham, OR
Of the 15 firms we list here, 4 are in Gresham itself and 11 come from Portland (6, 10 mi), Vancouver, WA (4, 12 mi) and Oregon City (1, 13 mi). 14 of the firms on this page have a rating, from 1.0 to 5.0 across 673 reviews; 6 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "price". 1 is open on Saturdays. 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 13 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 1 is 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 4 take 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.
Why are financial advisers outside Gresham listed here?
4 of the 15 firms are located in Gresham. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Bridgetown Wealth Management
“Phil Jasso has done an outstanding job of managing my retirement portfolio over the years and has made it possible for me to retire early and with confidence.”
Opsahl Dawson - Vancouver
“I work with Justin Jenks he is defiantly and expert at what he does and so helpful”
Harlow Wealth Management
“They have also taken very good care of my financial planning needs for many years.”
Somerset Wealth Strategies
“Their service and expertise are impeccable, and Brian Hamlin and the rest of the team always performed "beyond the call of duty.”
Book onlineBook
Infinite Heights Wealth Management
“She truly cares about educating each and everyone one of her clients which gives us ability for financial success.”
Elevate Wealth Advisors
“They have taken the time to understand our family's goals and priorities and helped us to develop a plan that we feel confident in.”
Isler Northwest
“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.”
Silver Oak Advisory Group
Indigo Wealth Management
“I have always been impressed with his candor and ability to point me in a successful direction with my personal investments.”
Why these companies made our list
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