Financial Advisors in Lake Oswego, Oregon (Clackamas County)

LifeLong Wealth Management Group is Trusted Financial Expert

We believe in challenging the financial norm. That happiness is not synonymous with the money we have. We shoot to create a comprehensive plan that bridges your relationship with money and values.
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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 that means an eventual retirement or the start of their next great adventure. The defining characteristic of our clients is their desire to make more informed financial decisions that better align with their own values, goals, and lives. Using a comprehensive approach we provide the framework they can use to evaluate their options, align their resources, and tackle the hard decisions as they come.... See More

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 remarkable track record over 25 years as one of the country’s leading financial advisors at Morgan Stanley, the global leader in wealth management and financial services. He became the firm’s top advisor in Oregon by assets under management and revenue -- recognition which extended outside the company. Barron’s chose Doug for its annual “Top Advisor Rankings” over four straight years, ranking him second among all financial advisors in 2012. The Financial Times selected Doug among the “FT 400 Top Financial Advisers,” one of only two advisors in Oregon in 2013. Doug’s work on behalf of his clients also came to the attention of Forbes who chose him for its annual “Best in State” listing of the top wealth advisors in Oregon.... See More

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 assets under management, you will only pay for services when you need them. This will save you considerable money, which you can invest to meet your goals. We also work in cooperation, not in competition, with your other professional advisors such as CPA's, attorneys, bankers, other financial advisors. ... See More

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 an independent, locally-owned company can provide. Principal Gabriel J. Markiz is both Certified Financial Planner™ Professionals and Certified Public Accountants each with over 30 years of experience in the financial services industry.... See More

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 clients build, manage, grow, and protect their assets through life's transitions.Our clients are busy, highly skilled professionals. They want unbiased advice and one firm to help them on a wide range of issues from investment management and insurance to retirement planning and taxes.... See More

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, Principal, is a former attorney and retirement plans manager. Her practice specialty is retirement planning for people planning for and making decisions around retirement issues.

Retirement planning - includes decisions on Social Security and pensions; cash-flow projections for retirement; how to draw down your retirement assets; estate planning issues.
Investment planning - hourly advising on what types of investments suit your needs and risk tolerance.
Same sex and unmarried couples - helping individuals, gay and lesbian couples with their financial planning needs.
Women's financial issues - helping women who have unique lifestyle and economic issues.
Client education and coaching - helping you develop the knowledge and skills to be empowered to make sound financial decisions.
We are conveniently located in the Sellwood neighborhood of Portland, with plenty of parking. Call for a complimentary "Get Acquainted" meeting today.
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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 life planning with evidence-based investment strategy to create a secure environment to freely communicate about your financial realities. By doing what's best and doing what's right right for our clients, we believe we'll achieve more together.... See More

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 solution and specialize in certain industries and clients who have concentrated equity stakes.
For institutions we provide retirement plans and advise foundations. The firms’ services are authentic, individualized and holistic with key qualities that are structured to benefit the client. We specialize in several client markets: (1) Creative, Outdoor & Athletic (2) Emerging Companies (3) Food & Beverage (4) Medical (5) Software (6) Advisors (Consultants, Investment Advisors, Investment Banks & Venture Capital Firms)... See More

Marilyn Bergen, CFP
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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 designed to enable you to approach your future with confidence and clarity. Please contact us to schedule a complimentary initial consultation. ... See More

Patricia Passon, CFP, MBA

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 one of the most important strategies used by successful people to create an extraordinary life. As an ongoing, dynamic process, this discipline provides a system that enables you to identify and reach your most important goals. In working with you to achieve financial independence, what matters most is helping you clarify your goals and identifying the best solutions and opportunities uniquely available to you.... See More

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/Immigrant Families.
The needs of financial planning varies in nature, complexity and the levels of client involvement. Shultz Financial Planning is committed to meeting your unique needs by offering three different kinds of services, including: General real-time Financial Consultation. Modular or Comprehensive Financial Project. Ongoing Financial Planning and / or Investment Advisory Services.

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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!