Tax Services
“We've been clients for over 25 years and have never been disappointed in the quality of service we've received.”
Best Financial Advisors in Tigard, OR
16 firms listed · all 16 in Tigard · 2 open weekends · 8 rated 4.5+
Data verified November 7, 2026
Aaron Traxton, CPA
“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”
Tax Matters
“I have been going to this tax person for a number of years because he was recommended by a good friend who lives in Portland when I had just moved here.”
Firenze Wealth Management
“Aimee is like no other financial advisor I've ever met!”
Noreen Spiegel, CPA
“Jeff is helpful and always responds in a timely manner.”
Aspasia Wealth Management
“They made a difficult and emotional experience soothing due to their supreme professionalism and efficiency.”
The 16 firms listed for Tigard, 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: Tigard, OR
All 16 firms we list here are in Tigard itself. We have 18 firms in Tigard on file; this page shows the highest-rated 16. 9 of the firms on this page have a rating, from 4.3 to 5.0 across 34 reviews; 8 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are insurance (2), investment (2), lifestyle (2), money (2) and retirement (2). 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for all 16 of the firms on this page; 15 publish a contact page; 11 list a public email and 2 take bookings online. 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 Tigard take financial planning bookings online?
2 of the 16 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.
Beyond Wealth Management
Inman Financial Services
RAS Group
Tyson Deering Wilson
Next Steps Wealth Management
Lawry | de Freitas Wealth Management
Kruse Woods Financial Partners
Martin Haugh Financial
Security First Advisors
Range Financial Group
Why these companies made our list
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