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Byzick and Company
- Questions
“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.”
Best Financial Advisors in Hillsboro, OR
24 firms listed · 6 in Hillsboro · 1 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Springsource Wealth Advisors
“His team is always so helpful and professional, and we always go to them when we have financial questions.”
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Silver Bridge Retirement
- 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.”
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Optima Capital
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Pace Financial Advisors
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Gratke Wealth
The 24 firms listed for Hillsboro, 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: Hillsboro, OR
Of the 24 firms we list here, 6 are in Hillsboro itself and 18 come from towns including Portland (7, 14 mi), Lake Oswego (3, 14 mi) and Vancouver, WA (3, 18 mi). 21 of the firms on this page have a rating, from 4.2 to 5.0 across 462 reviews; 3 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (88%) and quality (73%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), tax preparation (3), back taxes owed (2), bankruptcy (2) and buy quickbooks and save (2). 1 shows a license on its website and 8 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 49 years. 1 offers payment plans; 3 offer a free initial consultation; 3 are family- or locally-owned and 1 lists coupons or special offers. 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.
Do firms listed for Hillsboro take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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NW Premier - Creative Financial Solutions
- Strategies
- Plan
- Expertise
“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.”
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Sommers Financial Management - a Wealthcare Company
“If you are wanting to find someone to help you accomplish your financial dreams they are the team.”
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Bridgetown Wealth Management
- 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.”
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Somerset Wealth Strategies
- 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.”
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Lifelong Wealth Management
- Questions
- Portfolio
- Interests
“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.”
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True Path Capital Strategies
- 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.”
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Tax Services
“We love the professionalism, staff, and the reputation for excellence.”
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CLT Accounting & Taxes
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Aaron Traxton, CPA
- 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.”
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Pure Portfolios
- 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.”
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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 opport...”
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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.”
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Ponderosa Investment Group Ll:c
“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”
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Aldrich Cpas + Advisors
“We feel so fortunate to be working with Mike, and we plan to continue this relationship for the lifetime of our company (and for our personal taxes/finances as well)!”
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Indigo Wealth Management
- Sound
- Name
- Solid
“My husband and I are both in the financial industry and have numerous options to refer our friends and family and there is no better/other reference we give than Mike Colvin.”
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Interactive Wealth Advisors
- Team
“He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year.”
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Finity Group
- Residency
- Education
- Retirement
“He's been wonderful to work with - he listens, looks at whole picture, is transparent, works with me, helps with education, is willing to jump on meetings and very is responsive.”
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Infinite Heights Wealth Management
- Future
- Knowledge
- Income
“I really appreciate the time Sierra takes to make me feel valued and how she is able to break down complex financial information into digestible terms for me.”
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
Why these companies made our list
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