Financial Advisors
Portland, OR
Brighton Jones is a Portland-based wealth management firm specializing in personalized financial planning for individuals and families. Operating as a fiduciary, the team—including CFP-certified advisors and CPAs—helps clients achieve their financial goals through comprehensive strategies that address tax planning, investment management, retirement planning, and wealth preservation. The firm is known for its community-minded approach and emphasis on understanding each client's values and life goals.
Ideal for: Affluent individuals and families seeking comprehensive wealth management, high-net-worth clients needing tax optimization, retirees planning legacy strategies
Service area: Portland, Oregon and surrounding areas
Fiduciary Standard: Brighton Jones operates under a fiduciary duty, meaning advisors are legally required to put your interests first in all recommendations and decisions.
Integrated Tax & Financial Planning: In-house CPAs work alongside CFP advisors to coordinate tax strategies with overall financial planning, reducing complexity and optimizing outcomes.
Community Commitment: The firm actively supports local Portland organizations including Forest Park Conservatory, Urban League, and Social Venture Partners, reflecting a values-driven approach to wealth management.
Address: 1455 NW Irving St UNIT 590, Portland, OR 97209
Phone: (503) 594-7400
Website: brightonjones.com
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