Best Financial Advisors in Hillsboro, OR

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Hillsboro area.

Byzick and Company

Byzick and Company

(14)
Quickbooks Consulting/Training, Business Consulting, Bookkeeping
“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 Ste 185, Hillsboro, OR
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Springsource Wealth Advisors

Springsource Wealth Advisors

(2)
“His team is always so helpful and professional, and we always go to them when we have financial questions.”
Free Initial Consultation
In Business Since 2021
4660 NE Belknap Ct Ste 221, Hillsboro, OR
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Silver Bridge Retirement

Silver Bridge Retirement

(2)
  • Annuity
“She recommended -- and secured for me -- an annuity product with built-in guarantees that will also provide increased benefits if home health/nursing home care are in my future.”
9620 Northeast Tanasbourne Dr Suite 300, Hillsboro, OR
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Optima Capital

Optima Capital

In Business Since 2019
1915 NE Stucki Ave STE 400, Hillsboro, OR
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Watters Accounting

Watters Accounting

“We are a boutique accounting firm located in Helvetia, Oregon just minutes away from Tanasbourne, Orenco and Intel in North Hillsboro. We can work on your taxes and accounting needs digitally or in person where you will be greeted by our therapy cat ...”
In Business Since 2014
13376 NW Logie Trail, Hillsboro, OR
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Pace Financial Advisors

Pace Financial Advisors

Financial Planning
“Zachary grew up enjoying sports and played baseball at the collegiate level. He attended and graduated from Embry-Riddle Aeronautical University with a Bachelor of Science in Aeronautics and a Master of Science in Safety Science. He had an early inte...”
In Business Since 2020
111 SE 3rd Ave, Hillsboro, OR
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Gratke Wealth

Gratke Wealth

“Even the most patient investor may begin to question their current investment plan. We know because we've been working with investors just like you for over twenty-five years. We've seen markets come and go, rise and fall. And we can empathize with y...”
In Business Since 2011
1915 NE Stucki Ave 4th floor, Hillsboro, OR
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Law Offices of Nay & Friedenberg

Law Offices of Nay & Friedenberg

(46)
Trust Administration, Estate Planning, Living Trusts
“Great people and very knowledgeable about all the law you would need Tim Nay attorney has helped me with some very important questions about old pioneer property and much more he is great...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1990
6500 S Macadam Ave #300, Portland, OR
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Silkin Management Group

Silkin Management Group

(47)
  • Dental
  • Tools
  • Policy
“They have a vast amount of tools and materials that can be adapted to suite each individual business model to provide clarity for your teams and efficient streamlining.”
Licensed, BBB Rating: A+
In Business Since 1986
7100 SW Hampton St #115, Tigard, OR
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CPA Service

CPA Service

(47)
  • Tax Laws
  • Financial
  • Reviews
“He is very kind and patient; I feel so well taken care of when I'm submitting my taxes and he always adds such a friendly personal touch, which is very hard to find these days.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2003
4470 SW Hall Blvd, Beaverton, OR
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NW Premier - Creative Financial Solutions

NW Premier - Creative Financial Solutions

(49)
Bookkeeping, Financial Consulting, Business Planning
“I made the switch to NW Premier based on their stellar reputation for expertise in real estate, which is exactly what I needed in an accountant and bookkeeper.”
In Business Since 2019
3306 NE 49th St Suite B, Vancouver, WA
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Sommers Financial Management - a Wealthcare Company

Sommers Financial Management - a Wealthcare Company

(1)
Estate Planning, Tax Preparation, Financial Planning
“If you are wanting to find someone to help you accomplish your financial dreams they are the team.”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2007
Serving Hillsboro Area
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Bridgetown Wealth Management

Bridgetown Wealth Management

(40)
  • Questions
  • Confidence
  • Healthcare Professional
“We have been clients of Bridgetown Wealth Management for the past 15 or so years, We have been extremely happy with their services and they have done very well for us.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Somerset Wealth Strategies

Somerset Wealth Strategies

(50)
  • Products
  • Understand
  • Questions
“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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Lifelong Wealth Management

Lifelong Wealth Management

(30)
Financial Planning For Physicians, Retirement Financial Advisor, Family Financial Planners
“I have had Jason Gong as my financial advisor for over 10 years and besides being a great guy I can say he has done an amazing job with my investments.”
Free Initial Consultation
Licensed
In Business Since 2010
Serving Hillsboro Area
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True Path Capital Strategies

True Path Capital Strategies

(50)
  • Savings
  • Income
  • Understand
“Amy was working hard behind the scenes and helping me prepare claim forms and other documents, creating shipping labels, update beneficiaries, send certificates, etc.”
In Business Since 2017
Serving Hillsboro Area
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Appel CPA

Appel CPA

(5)
  • 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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2008
1225 NW Murray Rd #111, Portland, OR
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CLT Accounting & Taxes

CLT Accounting & Taxes

Innocent Spouse Relief, Bankruptcy, Non-Filed Tax Returns
“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...”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2012
10216 NE 13th Ave, Vancouver, WA
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Tax Services

Tax Services

(4)
Innocent Spouse Relief, New Business Formation, Why Quickbooks
“We love the professionalism, staff, and the reputation for excellence.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1992
7352 SW Durham Rd, Tigard, OR
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Aaron Traxton, CPA

Aaron Traxton, CPA

(5)
  • 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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2014
12725 SW 66th Ave #202, Tigard, OR
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Geffen Mesher & Co

Geffen Mesher & Co

(4)
Forensic & Integrity Services, Asia Pacific Practice, Litigation Support
“Geffen Mesher was able to reverse engineer the numbers and find where the IRS made their mistake.”
Licensed, BBB Rating: A+
In Business Since 1995
888 SW 5th Ave #800, Portland, OR
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Pure Portfolios

Pure Portfolios

(28)
  • Team
  • Understand
  • Blog
“Learning from them set my personal expectations for financial advisors and their passion for building their business with an emphasis on the client had a huge impact on me as a student looking to build a career.”
In Business Since 2003
Serving Hillsboro Area
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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
Family Business
Licensed, BBB Rating: A+
In Business Since 2008
8625 SW Cascade Ave #602, Beaverton, OR
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Isler Northwest

Isler Northwest

(10)
Estate Planning, Tax, Business Advisory
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2010
1300 SW 5th Ave #2600, Portland, OR
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Retirement Planning and Investment Management Services in Hillsboro, OR Cost Estimates

Minimum cost
$1173
Maximum cost
$9966
National Average
$3518
Avg Per Hour Rates
$352
$2345
$6449
Typical price range is based on 391 cost profiles
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Average Cost $3518
Minimum cost $1173
Maximum cost $9966
Avg Per Hour Rates $352

Typical range $2345 to $6449 is based on 391 cost profiles.

Why these companies made our list

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