Lake Oswego, OR

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Lake Oswego, OR
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Best Financial Advisors in Lake Oswego, OR

24 firms listed · 23 in Lake Oswego · 1 open weekends · 19 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

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Lifelong Wealth Management

Lifelong Wealth Management

(30)
  • Needs
  • Financial Advisor
  • Fund
“I also love that Jason gives back his knowledge to the community - offering an internship program to college students interested in a financial career.”
In Business Since 2010
Free Initial Consultation
Licensed
5 Centerpointe Dr, Lake Oswego, OR
Featured

Each year, I am amazed by the talent of students that come through our summer internship program. nn2023 brings no exception. Jasmine and Alexi will make a lasting impact in whatever endeavors they wish to pursue. Their presence will be missed in the office. nnI want to thank them for spending their 2023 summer with our group. In addition, I want to personally thank a few of our clients for helping to enhance their experience in our program.

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Pure Portfolios

Pure Portfolios

(28)
  • Knowledge
  • Fees
  • Sunday
“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
FAQs
What is your mission?
Pure Portfolios wants to offer individuals and families an alternative to high-cost traditional advisors. We provide a personalized, low-cost wealth management experience.
Do you have an account minimum?
We do not have a minimum. We will take a client on if we can add value to the relationship. If it's not the right fit, we can point you in the right direction.
Do you offer financial planning?
Pure Portfolios has partnered with eMoney to offer best in class financial planning software. Planning is included as part of our management fee. We also offer a flat fee planning service.
How often do you meet with clients?
We can meet as often as needed. This is driven by client preference. In between reviews, we share educational content via email, video and through our podcast, Blind Spots.
How do you protect my information?
Your data is encrypted in transit and at rest and no one has access to your data without proving their identity using multiple forms of authentication. It is backed up around the clock, and a copy kept in an entirely different region.
You can find more info on the FAQ page of our website.
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Aldrich Cpas + Advisors

Aldrich Cpas + Advisors

(3)
“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 1977
Family Business
BBB Rating: A+
5665 Meadows Rd #200, Lake Oswego, OR
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Health Professionals Alliance

Health Professionals Alliance

(7)
  • Patients
  • Healthcare
  • Wealth
“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
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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.”
155 B Ave #100, Lake Oswego, OR
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Anderson Wealth Management Group - RJ

Anderson Wealth Management Group - RJ

(5)
  • Financial Advisor
  • Team
“Thank you for taking such good care of us!”
In Business Since 1998
4949 Meadows Rd #620, Lake Oswego, OR
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The 24 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

Of the 24 firms we list here, 23 are in Lake Oswego itself and 1 comes from Salem (37 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 131 reviews; 19 are rated 4.5 or higher. 1 is open on weekends. 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+. 18 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 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 6 take bookings online. 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 Lake Oswego take financial planning bookings online?

6 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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Onmark Asset Management

Onmark Asset Management

(3)
“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
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Human Investing

Human Investing

(5)
  • Questions
  • Tax
  • Goals
“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
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Palladio Consulting

Palladio Consulting

(1)
In Business Since 2016
Transparent Fees & Pricing
525 3rd St Suite 200, Lake Oswego, OR
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CGC Financial Services

CGC Financial Services

In Business Since 2010
Accepts All Major Credit Cards
BBB Rating: A+
5 Centerpointe Dr # 550, Lake Oswego, OR
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Wellstone Wealth Management

Wellstone Wealth Management

In Business Since 2014
Free Initial Consultation
5800 Meadows Rd #210, Lake Oswego, OR
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Tallus Wealth Management

Tallus Wealth Management

(2)
  • Financial Advisor
“In a world where financial decisions can often feel overwhelming and complex, Ramin's expertise, professionalism, and genuine care have truly set him apart.”
In Business Since 2017
16865 Boones Ferry Rd #102, Lake Oswego, OR
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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
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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
Salem, OR · 37 mi from Lake Oswego
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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
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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 2012
One Centerpointe Dr #565, Lake Oswego, OR
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Jensen Investment Management

Jensen Investment Management

In Business Since 1999
5500 Meadows Rd #200, Lake Oswego, OR
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CWC Advisors

CWC Advisors

In Business Since 2011
5800 Meadows Rd, Lake Oswego, OR
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Horst & Graben Wealth Management

Horst & Graben Wealth Management

(10)
  • Pay
  • Goals
  • Accounts
“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
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WBH Financial Services

WBH Financial Services

In Business Since 2018
CFP Certified
4500 Kruse Way #105, Lake Oswego, OR
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Lucas Flores, Lake Oswego Wealth Strategies

Lucas Flores, Lake Oswego Wealth Strategies

(3)
  • Life Insurance
  • Insurance Policies
“Simple, understandable language and putting his clients actual needs at the front of the equation are what makes Lucas different.”
In Business Since 2019
5885 Meadows Rd #850, Lake Oswego, OR
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Aegis Financial Advisory

Aegis Financial Advisory

In Business Since 2004
Remote Consultations Available
Transparent Fees & Pricing
5200 Meadows Rd #150, Lake Oswego, OR
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John Galt Wealth Solutions

John Galt Wealth Solutions

In Business Since 2016
5775 Jean Rd #210, Lake Oswego, OR
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Tony Davidson Comprehensive Financial Management

Tony Davidson Comprehensive Financial Management

In Business Since 2005
9 Monroe Pkwy #295, Lake Oswego, OR
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HomeWealth Management AdvisorsOregonLake Oswego, OR

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