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Law Offices of Nay & Friedenberg

(46)

Settlement Services, Probate, Elder Law

“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.”

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Somerset Wealth Strategies

(50)

Retirement
Company
Team

“Dereck and Meagan provided excellent service, were very informative, offered several investment options, responded quickly, and best of all we felt like we were part of the family.”

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Bridgetown Wealth Management

(40)

Future
Trust
Retirement

“I was looking for a trusted financial advisor as I recently entered retirement after 40 years with Kaiser Permanente and was LUCKY enough to find Bridgetown Wealth Management and Phil Jasso.”

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Appel CPA

(5)

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.”

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Geffen Mesher & Co

(4)

Data & Analytics, Employee Benefit Plans, High Net Worth Individuals

“Doug's knowledge of the tax system is amazing and he does a really good job dumbing it down for a guy who got a C in tax law.”

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Isler Northwest

(10)

Tax | International, Financial Reporting Services, Business Advisory

“Chris has been a great asset, providing ideas and always keeping me up to date with all the changes in the accounting world and how those changes affect my business and personal taxes.”

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Ponderosa Investment Group Ll:c

(1)

“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”

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Interactive Wealth Advisors

(7)

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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PDX Money Coaching

(18)

Feel
Relationship
Budget

“While we used to cringe at the thought of not only devising a budget, but sticking to it, Emily gave us the tools we needed to make budgeting (dare I say it?) fun!”

Featured

You can successfully be 'on top of your money' no matter what system you use for managing your cash flow or spending. However, the bigger-picture-plan you are trying to accomplish with that tool is what is going to determine your success. Simply tracking spending can be great for having data to work with (if you ever look at it). And/but, what's going to change your relationship with money is actually stepping back and thinking, 'what do I want money to be doing for me right now in my life? What do I want to be different 3, 6, or 12 months from now?' Then, however you track or manage your cash is simply a necessary action toward getting the results or end-goal you want.

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Finity Group

(13)

Student Loans, Stock Options, Financial Planning

“They don't promise miracles or anything fancy, but do provide solid financial planning that has helped me develop a sound financial plan for major expenses, debt management, budgeting, insurance coverages, educational saving for kids, and financial p...”

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Equity Advantage

(12)

Questions
Exchange
1031

“This is our second exchange and though we are a bit familiar with the process, it was nice that the folks at Equity Advantage were always there to answer our questions.”

FAQs

After buying a rental home, how long do I have to hold it before I can move into it?

There is no designated amount of time that you must hold a property before converting its use, but the IRS will look at your intent. You must have had the intention to hold the property for investment purposes. This could include, but does not require, renting the property out at a fair market value. Since the government has twice proposed a required hold period of one year, we would recommend seasoning the property as investment for at least one year prior to moving into it. A final consideration on hold periods is the break between short- and long-term capital gains tax rates at the year mark.

Is it possible to do an exchange with a property that is being auctioned off?

While it is a bit more complicated, it is possible to use exchange funds to purchase a property being auctioned off. The IRS requires the Exchangor to provide an unambiguous property description if the property is not acquired prior to the 45th day of the exchange. For this reason, the auctioned property must be purchased prior to the 45thth day unless property descriptions are available prior to the auction.

Is it possible to use all of the proceeds from an exchange to pay down a mortgage on a property already owned?

To fully defer all taxes in a 1031 Exchange it is necessary to carry all equity from the relinquished property forward into a new replacement property. If, through the exchange, some or all of the proceeds from the relinquished property sale are used merely to pay down an existing mortgage, the Exchangor would have tax exposure on the funds received. Even if the Exchangor acquires new replacement property meeting the necessary value and debt requirements, the funds pulled out of the exchange to pay off the unassociated debt would have tax exposure.

Can oil, gas, minerals, water and timber rights be exchanged?

A successful 1031 Exchange requires that property be exchanged. Contractual rights and obligations pertaining to real property may or may not be characterized as a property interest and may or may not be eligible for an exchange.

What is the difference between Section 1031 and Section 1033?

Although IRC 1033 and 1031 both allow for the deferment of capital gain on property, the code sections operate and impact the taxpayer differently. IRC 1031 may provide more flexibility on the type of replacement property that can be acquired. IRC 1033 offers more flexibility on time constraints and receipt of funds.

This information can be found on the FAQ page on our website.

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Empirical Wealth Management

(5)

Business Owner, Tailored Investment Management, Retirement Planning

“It also explains some of the reviews from unhappy people who don't understand why they might get new advisors from time to time… Because an advisor who learns a lot unfortunately might leave to go run an office at another firm for a quick promotion o...”

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Infinite Heights Wealth Management

(13)

Information
Goals
Team

“Sierra and her team have organized Pers Oregon retirement, Medicare, Medicare supplement advice, social security and given me extra web-based apps for help with budgeting.”

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Lakeside Financial Group

(1)

Business Services, Tax Services, Quickbooks Services

“Melanie jumped right in, reviewed prior years, prepared my estimates and my tax returns.”

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Downing & Company

(3)

Accounting Services, Estate Planning, Tax Planning

“We were so impressed with her kindness and knowledge, we wouldn't hesitate to use them again or highly recommend them.”

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Deschutes Investment Consulting

(7)

401k
Company
Team

“As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for the team.”

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Cross Financial

(9)

Team
Owner

“As my life took some serious turns back and forth, in and out of the state of Oregon, and acquiring a business while starting another, BGO has faithfully supported us and continues to be a rich source of reliable council and services.”

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Duell Wealth Preservation

(8)

Educated
Retirement
Confidence

“In addition to financial planning and making sure that I am not making any major missteps, Gary provides ongoing emotional support and perspective during volatile economic times.”

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JGP Wealth Management

(3)

Retired
Advisor

“In most recent years, Kevin Sanger and Jake Withnell have been my "go to" team on personal investments, advised me on changing financial needs, referred me to great legal counsel when needed and assisted me as I navigated the economy and family requ...”

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Cable Hill Partners

(1)

Personalized Wealth Management, Workplace Retirement Solutions

“Positive Responsiveness, Quality, Professionalism, Value”

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Willamette Financial Advisors

(1)

Individuals & Families, Small-Mid Sized Business Owners / Entrepreneurs, State and Federal Employees and Retirees

“I know my "money" is safe with them.”

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IRA Advantage

(5)

Self-Directed Ira

“Tom and the team spent the time to explain all the considerations and make sure I understood the ins and outs of how it works, and how to stay compliant with the rules and regulations.”

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Trust Tax Service

(1)

Payroll Services, Tax Planning, Bookkeeping

“Great customer service Positive Quality”

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Preisz Financial

(1)

Group Retirement Plans, Planning, Investment Management

“Gave us confidence in our plans and highlighted the risks for action.”

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Average Cost	$3728
Minimum cost	$1243
Maximum cost	$10562
Avg Per Hour Rates	$373

Best Financial Advisors in Portland, OR

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Portland area.

Law Offices of Nay & Friedenberg

Somerset Wealth Strategies

Bridgetown Wealth Management

Appel CPA

Geffen Mesher & Co

Isler Northwest

Ponderosa Investment Group Ll:c

Interactive Wealth Advisors

PDX Money Coaching

Finity Group

Equity Advantage

Empirical Wealth Management

Infinite Heights Wealth Management

Lakeside Financial Group

Downing & Company

Deschutes Investment Consulting

Cross Financial

Duell Wealth Preservation

JGP Wealth Management

Cable Hill Partners

Willamette Financial Advisors

IRA Advantage

Trust Tax Service

Preisz Financial

Retirement Planning and Investment Management Services in Portland, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Portland

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