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 #185, Hillsboro, OR
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Jones & Roth Cpas and Business Advisors

Jones & Roth Cpas and Business Advisors

(1)
Accountants
“I needed advice getting my small business off the ground and the people here were extremely helpful and friendly.”
Family Business
In Business Since 1996
5635 NE Elam Young Pkwy #100, 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 Suite 221, Hillsboro, 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
1915 NE Stucki Ave Suite 400, Hillsboro, OR
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Silver Bridge Retirement

Silver Bridge Retirement

(2)
“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 NE Tanasbourne Dr Suite 300, Hillsboro, OR
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Lomas Accounting Services

Lomas Accounting Services

(1)
“Kimberlee Lomas is an excellent financial advisor who looks out for your best interest.”
210 SE 4th Ave, 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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Brayshaw Financial Group

Brayshaw Financial Group

“Brayshaw Financial maintains offices across the country, servicing the continental US, Alaska and Hawaii. Our financial advisors have a wealth of experience, with a strong foundation built upon integrity and trust. We value excellence and set the bar...”
In Business Since 2005
4660 NE Belknap Ct, Hillsboro, OR
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Optima Capital

Optima Capital

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”
In Business Since 2019
1915 NE Stucki Ave Suite 400, 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

(29)
Trust Administration, Estate Planning, Living Trusts
“I was very nervous walking into my first meeting with Brett Callahan to seek legal advice for a very stressful family situation, however, it only took a couple of minutes for me to feel very comfortable discussing my concerns.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1988
6500 S Macadam Ave #300, Portland, OR
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Sommers Financial Management - Now in Scappoose Office Only

Sommers Financial Management - Now in Scappoose Office Only

(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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CPA Service

CPA Service

(29)
  • Tax Laws
  • The Irs
  • Educate
“I called to see if they could help me with my self employment taxes (specifically figuring out my quarterly state taxes), and Cameron answered all of my questions on the phone to save me a trip into his office!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2003
4470 SW Hall Blvd, Beaverton, OR
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True Path Capital Strategies

True Path Capital Strategies

(30)
  • Income
  • Meeting
  • Interests
“His recent phone call regarding the opportunity for me (and many of his other clients) to exercise stock warrants will increase our personal savings by several thousand dollars.”
Licensed, BBB Rating: A+
In Business Since 2022
Serving Hillsboro Area
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NW Premier - Creative Financial Solutions

NW Premier - Creative Financial Solutions

(29)
Bookkeeping/Payroll, Financial Consulting, Business Planning
“They are absolute top notch at what they do and they helped save me thousands, more importantly they are invested in making the community they serve in a better place.”
In Business Since 2019
1610 C St Suite 103, Vancouver, WA
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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 2014
10216 NE 13th Ave, 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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2006
1225 NW Murray Rd #111, Portland, OR
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Tax Services

Tax Services

(3)
Innocent Spouse Relief, New Business Formation, Why Quickbooks
“Staff are always professional and I have never had a poor experience.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1990
7352 SW Durham Rd, Tigard, OR
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Silkin Management Group

Silkin Management Group

(29)
  • Dental
  • Tools
  • Office Manager
“It takes time to make big changes, but these are changes that will help you run an efficient, business and also put you in a better position of leverage when trying to sell your business and retire.”
In Business Since 2008
6950 SW Hampton St, Tigard, OR
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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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
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...”
Accepts All Major Credit Cards
Family Business
Licensed, BBB Rating: A+
In Business Since 2008
10220 SW Greenburg Rd # 210, Portland, OR
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Isler Northwest

Isler Northwest

(9)
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 2012
1300 SW 5th Ave #2900, Portland, OR
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Indigo Wealth Management

Indigo Wealth Management

(22)
Investments, Financial Planning
“From the excellent customer service to Mikes extensive knowledge in financial advising, I would not only recommend investing with Indigo I personally will never go anywhere else!”
In Business Since 2017
900 Washington St Suite 8001, Vancouver, WA
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Somerset Wealth Strategies

Somerset Wealth Strategies

(30)
  • Team
  • Annuity
  • Questions
“When I enquired about the actions, I was told, by an account manager, that I needed to seek guidance elsewhere, as they only manage the Trust to insure funds reach my bank account.”
In Business Since 2008
4600 S Kelly Ave, 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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