Lifelong Wealth Management
“Since he became our financial advisor we truly feel that we have all of our finances managed with personal care and attention to all the facets that affect our retirement lifestyle.”
Best Financial Advisors in Lake Oswego, OR
22 firms listed · all 22 in Lake Oswego · 17 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Aldrich Cpas + Advisors
“It is hard to pick someone to trust with your hard earned money, but Aldrich and specifically Deb have been incredible to work with.”
Health Professionals Alliance
“Their mission aligns well with ours, and it has been a pleasure to work with a team of seasoned healthcare professionals who have real-world experience in healthcare!”
Wealthfactor
“I was delighted to have an in depth conversation with Bill, where he gave his professional insight, personalized recommendations, and no fluff plan for our financial strategy.”
Anderson Wealth Management Group - RJ
“Matt has been my financial advisor for many years now and I have had an excellent experience.”
Onmark Asset Management
“My husband and I have been working with Damon Winter for over 25 years and have been very pleased with his services.”
The 22 firms listed for Lake Oswego, 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: Lake Oswego, OR
All 22 firms we list here are in Lake Oswego itself. We have 41 firms in Lake Oswego on file; this page shows the highest-rated 22. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 100 reviews; 17 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), investment management (2) and retirement planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 49 years. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 22 of the firms on this page; 20 publish a contact page; 15 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lake Oswego offer a free first meeting?
2 of the 22 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Human Investing
“Great financial expertise and modeling to help us get ready for the future.”
Palladio Consulting
CGC Financial Services
Wellstone Wealth Management
Tallus Wealth Management
“In a world where financial decisions can often feel overwhelming and complex, Ramin's expertise, professionalism, and genuine care have truly set him apart.”
SHC Financial
“His many years of experience provide him with the ability to advise each client based on their individual financial goals and retirement plans.”
Tribe Financial Group
“I highly recommend him and enjoy working with him.”
Bridge City Capital
Jensen Investment Management
CWC Advisors
Horst & Graben Wealth Management
“The entire team is incredibly helpful, personable, and thorough, and I would highly recommend.”
WBH Financial Services
Lucas Flores, Lake Oswego Wealth Strategies
“Lucas was very thorough and very helpful with the whole process and with any questions we had.”
Aegis Financial Advisory
John Galt Wealth Solutions
Tony Davidson Comprehensive Financial Management
Why these companies made our list
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