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Financial Advisors in Lake Oswego, Oregon (Clackamas County)

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

Carlton Advisors, LLC
West Linn, OR

Phyllis Carlton, CFP
Phyllis Carlton has helped families and businesses meet their financial goals for 30 years. Carlton Advisors provides objective and independent consulting services. Because Carlton Advisors does not charge a fee based upon asset... See More

Portland Financial Advisors, Inc.
6 miles from Lake Oswego, OR

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

Interactive Wealth Advisors, Inc.
6 miles from Lake Oswego, OR

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

Koch Financial Partners, LLC
6 miles from Lake Oswego, OR

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

Hausman Advisors LLC
6 miles from Lake Oswego, OR

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

Todd Brundage
6 miles from Lake Oswego, 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
Confluence Wealth Management LLC
6 miles from Lake Oswego, OR

Marilyn Bergen, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Wealth Management, Physicians Advisers, Fee-Only, Financial Planning, Retirement Planning, Estate Planning,

Independent Progressive Advisors, LLC
8 miles from Lake Oswego, OR

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

Encompass Financial Advisors, Inc.
8 miles from Lake Oswego, OR

Patricia Passon, CFP, MBA

Insight Advisors NW, LLC
8 miles from Lake Oswego, OR

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

Shultz Financial Planning
8 miles from Lake Oswego, OR

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

Erlandson Wealth Management
8 miles from Lake Oswego, OR

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!

Jeff Schultz
25 miles from Lake Oswego, 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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