Best Financial Advisors in Lake Oswego, OR

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Lake Oswego area.

Lifelong Wealth Management

Lifelong Wealth Management

(30)
  • Needs
  • The Future
  • Goals
“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.”
In Business Since 2010
Free Initial Consultation
Licensed
5 Centerpointe Dr, Lake Oswego, OR 97035
i
Pure Portfolios

Pure Portfolios

(28)
  • Knowledge
  • Fees
  • Investment
“Far too often “advisors” are graded and paid based on “sales” rather than the “financial advising performance” we are actually trying to hire them for.”
In Business Since 2003
1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035
i
Aldrich Cpas + Advisors

Aldrich Cpas + Advisors

(3)
Transaction Advisory Services, Audit + Assurance, Private Wealth Tax
“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)!”
In Business Since 1978
Family Business
Licensed, BBB Rating: A+
5665 Meadows Rd #200, Lake Oswego, OR
i
Realty Yield

Realty Yield

(8)
Advisory Services, Apartment / Commercial Financing & Mortgage, Brokerage Services
“Mike is as comprehensive as they come for his clients, with expertise around all areas of commercial real estate investing from sales brokerage, finance and lending as well as tax and long-term strategies.”
In Business Since 2011
Offers Financing Options
5200 SW, Meadows Rd #150, Lake Oswego, OR
i
Health Professionals Alliance

Health Professionals Alliance

(7)
  • Healthcare
“We as members gain access to HPA's countless resources to help fun and grow our practices, all while maintaining 100% ownership of our businesses, but also capture incredible financial opportunities through stock in a company that is growing by the d...”
In Business Since 2018
Transparent Fees & Pricing
8 N State St Ste 101, Lake Oswego, OR
i
Wealthfactor

Wealthfactor

(9)
“For the 15 years that I have known him, these characteristics have led him to generate laser focused, transparent, results driven processes that are not often, if ever, duplicated at most typical investment firms.”
In Business Since 2019
155 B Ave #100, Lake Oswego, OR 97034
i
Anderson Wealth Management Group - RJ

Anderson Wealth Management Group - RJ

(5)
Retirement Planning, Investment Management, Services
“Thank you for taking such good care of us!”
In Business Since 1998
4949 Meadows Rd #620, Lake Oswego, OR
i
Onmark Asset Management

Onmark Asset Management

(3)
Professional Memberships, Strategic Alliances, Professional Designations
“My husband and I have been working with Damon Winter for over 25 years and have been very pleased with his services.”
In Business Since 2013
525 3rd St Suite 200, Lake Oswego, OR 97034
i
Human Investing

Human Investing

(5)
“They take the time to understand my goals, both personally and financially, explaining the process so I understand, making sure I am comfortable with the options and have executed plans to keep me on track for retirement while exceeding expectations ...”
In Business Since 2008
6000 Meadows Rd #105, Lake Oswego, OR
i
Palladio Consulting

Palladio Consulting

(1)
In Business Since 2016
Transparent Fees & Pricing
525 3rd St Suite 200, Lake Oswego, OR
i
Human Investing

Human Investing

(5)
“Incredible service and uniquely personal advice you can trust.”
In Business Since 2008
Parking, lot 525 3rd St Suite 200, Lake Oswego, OR 97034
i
Clemans Glen

Clemans Glen

Lifestyle, Tax, Retirement
“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 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5 Centerpointe Dr # 550, Lake Oswego, OR 97035
i
Wellstone Wealth Management

Wellstone Wealth Management

“Since opening in 1990, Wellstone Wealth Management has focused on providing the type of exceptional partnership, transparency, education and client service needed to inspire clients and help them make wise choices about their wealth.”
In Business Since 2014
Free Initial Consultation
5800 Meadows Rd #210, Lake Oswego, OR 97035
i
SHC Financial

SHC Financial

(2)
“His many years of experience provide him with the ability to advise each client based on their individual financial goals and retirement plans.”
In Business Since 2005
4800 Meadows Rd #300, Lake Oswego, OR 97035
i
Johnstone Financial Advisors

Johnstone Financial Advisors

(1)
“You could never ask for more caring people.”
In Business Since 2007
334 3rd St, Lake Oswego, OR 97034
i
Tribe Financial Group

Tribe Financial Group

(1)
“I highly recommend him and enjoy working with him.”
In Business Since 2013
4248 Galewood St Suite 17, Lake Oswego, OR 97035
i
Bridge City Capital

Bridge City Capital

(1)
“My man Murad pick me up after work with such an energy it made my night!”
In Business Since 2010
One Centerpointe Dr #565, Lake Oswego, OR
i
Freedom Spending Plans

Freedom Spending Plans

(1)
“George gave me some amazing info to help me get my budget back on track!”
In Business Since 2019
6120 Lake Labish Rd NE, Salem, OR
i
Jensen Investment Management

Jensen Investment Management

“Joined the firm in 2023. Andy conducts fundamental research. He joined Jensen from Janus Henderson Investors, where he provided equity research as a technology and industrial technologies analyst focused on international markets. Andy started his car...”
In Business Since 1999
5500 Meadows Rd #200, Lake Oswego, OR 97035
i
Horst & Graben Wealth Management

Horst & Graben Wealth Management

(10)
  • Goals
  • Retirement
“Jamieson and his staff made setting up an account for our sister, who is residing in assisted living care, effortless, with as much of his staff's time as was necessary for a smooth transition.”
In Business Since 1999
3 Centerpointe Dr #410, Lake Oswego, OR 97035
i
FP Transitions

FP Transitions

(2)
Consulting, Succession Planning, Valuation
“Everyone I've ever interacted with has always been professional, knowledgeable and kind.”
In Business Since 1999
4900 Meadows Rd, Lake Oswego, OR 97035
i
WBH Financial Services

WBH Financial Services

Women in Transition, Wealth Management, Financial Planning
“After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. While attending college, Brent assisted in his father's income tax preparation business. This experience provid...”
In Business Since 2018
CFP Certified
4500 Kruse Way #105, Lake Oswego, OR 97035
i
Aegis Financial Advisory

Aegis Financial Advisory

Investment Approach, Services, Investment Management
“Joseph Alfonso, Founder and Principal of Aegis Financial Advisory, a CA and OR Registered Investment Adviser, is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune,Time and U.S. News & ...”
In Business Since 2004
Remote Consultations Available
Transparent Fees & Pricing
5200 Meadows Rd #150, Lake Oswego, OR 97035
i
Neve Ronald a CPA

Neve Ronald a CPA

“We are a full-service Accounting firm licensed in OR. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 2014
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
5285 Meadows Rd Suite 378, Lake Oswego, OR 97035
i

Retirement Planning and Investment Management Services in Lake Oswego, OR Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 504 cost profiles
Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 504 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top