Portland, OR

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Portland, OR
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Best Financial Advisors in Portland, OR

24 firms listed · all 24 in Portland · 1 open weekends · 20 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

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Bridgetown Wealth Management

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.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Somerset Wealth Strategies

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.”
In Business Since 2008
4600 S Kelly Ave, Portland, OR
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Isler Northwest

Isler Northwest

(10)
“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.”
In Business Since 2011
BBB Rating: A+
Accepts All Major Credit Cards
1300 SW 5th Ave #2600, Portland, OR
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Ponderosa Investment Group Ll:c

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.”
In Business Since 2010
BBB Rating: A+
4804 NW Bethany Blvd suite i-2, Portland, OR
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Interactive Wealth Advisors

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.”
In Business Since 2012
Transparent Fees & Pricing
Free Initial Consultation
Family Business
121 SW Morrison St #905, Portland, OR
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PDX Money Coaching

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!”
In Business Since 2016
A, Portland, OR
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The 24 firms listed for Portland, 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: Portland, OR

All 24 firms we list here are in Portland itself. We have 78 firms in Portland on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 242 reviews; 1 has 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 (91%), responsiveness (83%) and quality (66%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), estate planning (2), 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+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. 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 firms listed for Portland take financial planning bookings online?

5 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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Finity Group

Finity Group

(13)
  • Meeting
  • Retirement
  • Financial Advisor
“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...”
In Business Since 2011
5550 S Macadam Ave #120, Portland, OR
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Lakeside Financial Group

Lakeside Financial Group

(1)
“Melanie jumped right in, reviewed prior years, prepared my estimates and my tax returns.”
In Business Since 2007
Below Average Price Tag
Transparent Fees & Pricing
Offers Financing Options
16037 SW Upper Boones Ferry Rd Ste 150, Portland, OR
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Infinite Heights Wealth Management

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.”
In Business Since 2007
2175 NW Raleigh St Ste 110, Portland, OR
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Empirical Wealth Management

Empirical Wealth Management

(5)
  • Company
  • CPA
  • Attorney
“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...”
In Business Since 2009
Free Initial Consultation
805 SW Broadway #2400, Portland, OR
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Deschutes Investment Consulting

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.”
In Business Since 2011
Free Initial Consultation
200 SW Market St #550, Portland, OR
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Downing & Company

Downing & Company

(3)
“We were so impressed with her kindness and knowledge, we wouldn't hesitate to use them again or highly recommend them.”
In Business Since 2022
Free Initial Consultation
5933 NE Win Sivers Dr #102, Portland, OR
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Cross Financial

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.”
In Business Since 2007
65 SW Yamhill St #400, Portland, OR
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JGP Wealth Management

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...”
In Business Since 2017
Transparent Fees & Pricing
1140 SW Washington St Suite 640, Portland, OR
Featured

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Willamette Financial Advisors

Willamette Financial Advisors

(1)
“I know my "money" is safe with them.”
In Business Since 2014
6650 SW Redwood Ln #310, Portland, OR
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IRA Advantage

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.”
In Business Since 2008
10300 SW Greenburg Rd Suite 465, Portland, OR
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Preisz Financial

Preisz Financial

(1)
“Gave us confidence in our plans and highlighted the risks for action.”
In Business Since 1998
CFP Certified
4525 SW Condor Ave, Portland, OR
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Cable Hill Partners

Cable Hill Partners

(1)
“Keep up the good work!”
In Business Since 2014
1155 SW Morrison St #400, Portland, OR
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Trust Tax Service

Trust Tax Service

(1)
“Great customer service”
In Business Since 2014
Licensed
3215 NE Broadway, Portland, OR
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Silver Oak Advisory Group

Silver Oak Advisory Group

In Business Since 1994
BBB Rating: A+
Transparent Fees & Pricing
1130 SW Morrison St Suite 312, Portland, OR
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Financial Investment Team

Financial Investment Team

(4)
“She demonstrates excellent listening and compassion for life's situations that have lead someone to opening to the need for assistance with achieving their financial goals.”
In Business Since 2011
15350 SW Sequoia Pkwy #150, Portland, OR
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Clarity Capital Management

Clarity Capital Management

In Business Since 2017
7307 SW Beveland St Suite 200, Portland, OR
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Illuminate Financial Group

Illuminate Financial Group

(2)
“The team at IFG are serious about ensuring their customers are taken care of and are available to answer any question regarding financial planning as you approach retirement.”
In Business Since 2016
1616 SW Sunset Blvd, Portland, OR
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Thimbleberry Financial

Thimbleberry Financial

(1)
“In conclusion, I highly recommend Thimbleberry Financial for anyone seeking comprehensive, responsive, and genuinely caring financial advisory services.”
In Business Since 2016
650 NE Holladay St #120, Portland, OR
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HomeWealth Management AdvisorsOregonPortland, OR

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

Minimum cost
$1243
Maximum cost
$10562
National Average
$3728
Avg Per Hour Rates
$373
$2485
$6834
Fair price range is based on 488 cost profiles
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Average Cost $3728
Minimum cost $1243
Maximum cost $10562
Avg Per Hour Rates $373

Fair range $2485 to $6834 is based on 488 cost profiles.

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