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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
Questions
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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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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Bridgetown Wealth Management

(26)

Advisor
Sound
Retirement

“They explain their advice clearly, and will go over things more than once to make sure a client understands the ramifications of an action before getting a signature.”

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Isler Northwest

(9)

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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PDX Money Coaching

(20)

Feel
Future
Budget

“The preparation work itself was helpful, and then Emily wove everything together in a way that left us feeling more empowered about our finances than we have in a long time!”

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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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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

(12)

Team
Retirement
Information

“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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Deschutes Investment Consulting

(8)

Retirement

“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)

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)

“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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Finity Group

(1)

Contract Review, Financial Planning, Wealth Management

“Finity Group has the forward thinking advisers, time tested backers and creative personnel that I am looking for.”

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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)

“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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Cable Hill Partners

(1)

Personalized Wealth Management, Workplace Retirement Solutions

“Keep up the good work!”

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Trust Tax Service

(1)

Payroll Services, Tax Planning, Bookkeeping

“Great customer service”

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MP Townsend Financial

(1)

Social Security Optimization, Life Insurance Planning, Guaranteed Income Planning

“Great experience, took extra time.”

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Callan

Strategic Planning, Performance & Risk Monitoring, Manager Evaluation & Selection

“Helping you protect and grow your plan's assets is our solemn duty. We leverage deep subject matter expertise, proprietary research, and rigorous, peer-reviewed processes to support clients like you.”

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Clarity Capital Management

Overview, Investment Management, Financial Planning

“Clarity Capital Management is an independent fee-only financial planning and Investment Management firm in Portland, Oregon serving clients both locally and across the nation through virtual planning relationships. Clarity Capital Management was foun...”

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Silver Oak Advisory Group

“We believe that a fee-only approach is the best way to mitigate the inherent conflicts of interest that plague the industry. Our client relationships are built on a foundation of trust earned through working to understand the goals, values and circum...”

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Cathy Kemnitz Consulting

Cash Flow Management, Budgeting, Forecasting

“I started my career in public accounting and progressed to leadership roles in start-up, hyper-growth, and mature companies (both publicly traded and privately held). Over the course of three decades, I've worn many hats and supported all types and s...”

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LPL Financial. / U.S. Investors International

“Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work to...”

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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

Appel CPA

Bridgetown Wealth Management

Isler Northwest

PDX Money Coaching

Interactive Wealth Advisors

Empirical Wealth Management

Infinite Heights Wealth Management

Deschutes Investment Consulting

Cross Financial

Duell Wealth Preservation

JGP Wealth Management

Finity Group

Willamette Financial Advisors

IRA Advantage

Cable Hill Partners

Trust Tax Service

MP Townsend Financial

Callan

Clarity Capital Management

Silver Oak Advisory Group

Cathy Kemnitz Consulting

LPL Financial. / U.S. Investors International

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

Why these companies made our list

Wealth Management Advisors near Portland

Popular in Portland