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Financial Advisors in Oregon

Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of planning and investing.

Highlights: Retirement Income Planning, Estate Planning, Charitable Planning, Fiduciary, Wealth Management, Middle Income, Professional Wealth Management, MBA, ETFs, Advisory And Investment Management, Sustainability, Financial Planning, Retirement Planning, Investment Services, 401K Consulting, Investment Consulting, Stocks, Special Needs Planning, Business Planning, College Planning
Visit Pacific Northwest Advisory (PNWA)

Douglas Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial guidance to business owners, executives and individual investors.

He founded PNWA after compiling a remark... See More

Highlights: Legacy Planning, Investment Management, Business Planning, Divorce Planning, IRA, Retirement Planning, Independent Investment Advisor, Registered Investment Advisor, Investment Consulting, Asset Protection, Estate Planning, Corporate Bonds, Fee Only, Passive Investment Strategies, Fiduciary, Debt Management, Rollover Of 401k Or IRA, Professional Wealth Management, Annuities & Life Insurance, ETFs
Dan Retzlaff
Beaverton, OR
Visit Dan Retzlaff

Wealth Management & Retirement Income Planning in the Portland, OR area.

Insight Advisors NW, LLC
Beaverton, OR
Visit Insight Advisors NW, LLC

Jody Duncan, CFP
At Insight Advisors NW, LLC we work as trusted advisors, helping our clients recognize opportunities, resolve problems, and better utilize their resources so that they can best manage their financial future.
Financial planning is on... See More

Visit Encompass Financial Advisors, Inc.

Patricia Passon, CFP, MBA

Visit Shultz Financial Planning

Kathy Shultz
Shultz Financial Planning is an independent, fee-only investment advisory firm providing financial advice to people from all walks of life. We specialize in fulfilling the advisory needs of Pre-retirees and First Generation American/Immi... See More

Visit Independent Progressive Advisors, LLC

Ann Garcia, CFP
We provide comprehensive financial planning and investment management designed to help you achieve your life goals. Whether that means starting a business, sending children to college or a financially-secure retirement, our process is... See More

Visit Erlandson Wealth Management

David Erlandson, CFP
We specialize in providing custom advice and friendly service for investments and retirement planning. Please visit our website by using the link on the left!

Hausman Advisors LLC
Portland, OR
Visit Hausman Advisors LLC

Jason Smith, CFP
Hausman Advisors is an independent, fee-only Registered Investment Advisory firm with offices in Portland and Hood River, Oregon. We are devoted to helping people achieve their most important goals. We meld personalized financial l... See More

Visit Portland Financial Advisors, Inc.

Gabriel Markiz, CFP, CPA/PFS, MSFP
Portland Financial Advisors is an Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services. We offer a high level of personal attention that only a... See More

Visit Interactive Wealth Advisors, Inc.

Christopher Winn, CDFA, CFP, MBA
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help... See More

Visit Koch Financial Partners, LLC

Shawn Koch, CFP, JD
Koch Financial Partners, LLC provides comprehensive financial planning and investment advisory services. We are a fee-only firm, and act as a fiduciary for our clients. We operate on an hourly or flat fee basis. Shawn Koch, Pri... See More

Visit Halcyon Financial Planning

Will Kaplan, CFP
Halcyon Financial Planning is a registered investment advisory firm offering financial planning and investment management services.
We specialize in assisting individuals and families working toward financial independence, whether t... See More

Todd Brundage
Portland, OR

Pacific Capital Works is an independent-fee-only Registered Investment Advisor that works with a team of experts to optimize finances for entrepreneurs, executives, key employees and institutions. For private clients we provide a complete financial s... See More

Highlights: Financial Planning Advice And Services, Professional Wealth Management, Asset Protection, Income Tax Planning, Annuities & Life Insurance, Comprehensive Financial Planning, Business Planning, MBA, Registered Investment Advisor, Disability Income & Long Term Care Insurance, Rollover Of 401k Or IRA, NAPFA Member, Family Financial Planning, Retirement Planning, Fee-Only, 401k Rollover, Advisory And Investment Management, Passive Investment Strategies, Legacy Planning, Financial Planning
Jeff Schultz
Scappoose, OR

Providing investment and financial services to Scappoose, St. Helens, and Rainier since 1999. Retirement income specialist.

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA, SIPC. Cetera is under separate ownersh... See More

Highlights: CFP ®, Certified Financial Planner, Retirement Planning., Investment Planning, Strategic Tax Planning, Goal Setting, High Net Worth Planning, Socially Responsible Investments, Investment Services, Roth IRA, 401K Consulting, Mutual Funds, Middle Income, Sustainability, Goal Planning, Comprehensive Financial Planning, Asset Protection, Legacy Planning, Financial Planning For Physicians, Professional Wealth Management

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