Areas served: Portland, OR and surrounding Multnomah, Washington, and Clackamas Counties
Portland's financial advisory landscape includes over 400 registered investment advisors serving clients across the metro area. The city's advisors range from large national firms with local offices in the Pearl District and downtown to independent fee-only planners in neighborhoods like Lake Oswego and Beaverton. Portland clients can choose between commission-based brokers, fee-only fiduciaries, and hybrid advisors, with specializations including retirement planning for Intel and Nike employees, sustainable investing aligned with the region's environmental values, and wealth management for the area's growing tech sector.
Somerset Wealth Strategies specializes in retirement income planning and financial independence strategies for clients in the Portland area. With over 30 years of experience, they help clients design custom retirement plans through their proven discovery, evaluation, and planning process. They focus on reducing risk to maximize growth, building asset protection strategies, and providing personalized guidance they'd recommend to their own families.
Bridgetown Wealth Management is an independent financial advisory firm serving Portland and the surrounding Oregon communities. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to individuals and families. Their independent status means they work in clients' best interests without conflicts of interest from product commissions.
Lifelong Wealth Management is an independent registered investment advisory firm in Lake Oswego serving clients across Oregon and beyond. They provide comprehensive wealth management and financial planning services including retirement planning, estate planning, portfolio management, tax strategies, college savings, business finances, insurance planning, and mortgage strategy. Their philosophy centers on understanding each client's personal values and life goals before developing tailored financial strategies, distinguishing them from commission-based advisors.
Elevate Wealth Advisors is an independent financial advisory firm in Oregon City specializing in comprehensive wealth management and protection. They work with clients to maximize investment returns, reduce financial risks, and organize their complete financial household including goals, estate planning, insurance, taxes, and social security strategy. Operating through LPL Financial as a registered investment advisor, they focus on delivering predictable outcomes with guaranteed investment protections and helping clients preserve wealth through market volatility.
Infinite Heights Wealth Management is a Portland-based financial advisory firm specializing in personalized wealth planning, investment management, and financial education. Founded on the principle that financial guidance should align with your values and life vision, they work with clients to develop comprehensive strategies tailored to individual goals and circumstances. Their advisors emphasize a consultative approach, taking time to understand your complete financial picture before recommending strategic solutions.
Independent Investment Advisors is a fee-only, fiduciary wealth management firm based in Hillsboro serving busy technology professionals, small business owners, corporate executives, and families throughout Northwest Oregon. Founded by Goran Ognjenovic, the firm provides comprehensive financial planning, investment management, retirement planning, tax planning, equity compensation strategies, and small business financial solutions with a focus on personalized service and low advisor-to-client ratios. As an independent advisor, they can recommend any financial product without conflicts of interest and operate on transparent, capped-fee pricing rather than assets under management.
True Path Capital Strategies is an independent financial planning and investment management firm in West Linn specializing in retirement planning, asset protection, and sustainable wealth strategies for individuals and families. Founded on the philosophy of enabling a "work optional" lifestyle, they provide comprehensive financial planning, investment management, annuities and long-term care planning, and retirement income strategies designed to help clients enjoy more time and memories in their later years.
Harlow Wealth Management is a family-owned financial advisory firm in Vancouver specializing in retirement planning and wealth management. Their team brings decades of experience across insurance, investments, legacy planning, and tax strategy to help clients transition from their working years into retirement. They emphasize personalized guidance grounded in their core values of truth and authenticity, offering comprehensive financial solutions designed to address each client's unique retirement goals and lifestyle.
Horst & Graben Wealth Management is an independent, fiduciary-bound wealth management firm serving families, businesses, and charitable institutions across Portland, the Columbia River Gorge, and Astoria. Their team of expert planners provides comprehensive financial planning and investment management tailored to each client's personal vision of financial well-being. As fiduciaries legally bound to put client interests first, they offer transparent, compassionate guidance through market volatility and life changes.
Indigo Wealth Management is an independent financial advisory firm based in Vancouver, WA, specializing in comprehensive wealth planning and investment management for individuals and families. They provide personalized financial guidance to help clients build and preserve wealth through strategic planning and disciplined investment strategies.
JGP Wealth Management is an independent financial advisory firm based in downtown Portland serving individuals and families throughout Oregon. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy tailored to each client's goals. The firm emphasizes personalized service and long-term relationships to help clients build and preserve wealth.
Anderson Wealth Management Group is a financial advisory firm serving Lake Oswego and the greater Portland area. Operating under Raymond James, they provide comprehensive wealth management, investment planning, and financial advisory services to help clients build and preserve wealth. Their team combines personalized service with institutional resources to address clients' financial goals.
Interactive Wealth Advisors is an independent financial advisory firm in Portland specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. The firm takes a personalized approach to help clients build and preserve wealth through tailored investment portfolios and long-term financial planning.
Momentous Wealth Management is a financial advisory firm in Vancouver, WA, dedicated to helping clients achieve their financial goals through personalized financial planning and investment management. With over 20 years of combined professional experience, their team creates comprehensive financial plans tailored to each client's life stage and aspirations, from retirement planning to major life milestones. They prioritize a client-first approach, offering free initial consultations to discuss your financial future.
BPG Wealth Management is an independent financial advisory firm serving Clackamas and the greater Portland area. They provide comprehensive wealth management, financial planning, and investment management services tailored to help clients build and protect their financial futures. With a focus on personalized service and fiduciary principles, BPG Wealth Management works directly with individuals and families to develop strategies aligned with their long-term goals.
Deschutes Investment Consulting, LLC is an independent financial advisory firm located in downtown Portland specializing in personalized investment management and financial planning for individuals and families. Founded by advisors with deep expertise in portfolio construction and wealth management, they focus on understanding each client's unique financial goals and creating customized strategies to help build and preserve wealth.
Blueprint Financial Advisors is an independent financial advisory firm in Portland serving clients throughout the region with comprehensive financial planning and investment management services. They work with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Their fee-based approach prioritizes client interests without commission-driven product sales.
Modernist Financial is a progressive, fee-only wealth management firm and certified B Corp in Portland specializing in values-aligned financial planning and investment management. Founded to help clients structure their wealth around their values, they offer investment services, comprehensive financial planning, tax strategy coordination, charitable giving guidance, and cash flow planning for individuals and businesses. Their evidence-based approach combines professional portfolio management with personalized financial planning that integrates clients' values and long-term goals.
Oswego Wealth Management is an independent financial advisory firm serving affluent families and business owners in the Portland area. They provide comprehensive wealth management and 401(k) planning services, guiding clients through a structured process to define and pursue their financial goals. The firm works with a limited number of clients to ensure personalized, focused attention to each family's unique financial situation.
Empirical Wealth Management is an independent, employee-owned fiduciary firm specializing in comprehensive wealth management and financial planning for high-net-worth individuals. Founded in 2006 and managing over $9 billion in assets, the firm takes a holistic, multi-disciplinary approach that addresses income, taxes, fees, investment strategy, and life goals rather than chasing short-term market returns. Led by CFP-certified professionals with an average of 20+ years of experience, Empirical helps clients simplify financial complexity and achieve ambitious long-term goals with a 97% client retention rate.
Adina Flynn is a Financial Advisor with Ameriprise Financial Services in Portland, specializing in comprehensive wealth management, retirement planning, estate planning, and investment management. With credentials including JD, BFA, AAMS, AWMA, AEP, and multiple other professional designations, Flynn offers holistic financial planning services tailored to individuals, retirees, small business owners, and high net worth clients. Her expertise spans asset allocation, tax planning, insurance products, and specialized planning for life transitions including divorce and senior living.
Andrew Pollack is a financial advisor with Ameriprise Financial Services in Portland, offering comprehensive financial planning and investment management services. He works with clients to develop personalized strategies for retirement planning, wealth management, and long-term financial goals. As part of the Ameriprise network, Pollack provides access to a broad range of financial products and advisory services tailored to individual client needs.
Drew Watkins is a CFP® and Certified Exit Planning Advisor® at Edward Jones in Portland, offering comprehensive financial advisory services including investment management, retirement planning, estate and legacy strategies, and business succession planning. He specializes in working with entrepreneurs, business owners, and high-net-worth individuals ($1M+) on intergenerational planning, inheritance guidance, employee stock options, and business retirement plans. As part of Edward Jones, he provides personalized financial strategies and ongoing portfolio management to help clients achieve their long-term financial goals.
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.
Point Forward Wealth Advisors is an Ameriprise Financial Services office located in Lake Oswego, offering comprehensive wealth management and financial advisory services. The team provides investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. As part of Ameriprise Financial, they combine local expertise with the resources of a nationally recognized financial services firm.
Wellstone Wealth Management is an independent financial advisory firm based in Lake Oswego serving clients throughout the Portland metro area. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategy for individuals and families. The firm focuses on delivering fiduciary-level advice tailored to each client's long-term financial goals.
Ambassador Wealth Management is an independent, fiduciary financial advisor serving individuals, families, business owners, and executives in the Vancouver area. Founded on the principle of putting clients first, they offer comprehensive financial planning, retirement planning, tax and estate strategy, investment management, business consulting, and family concierge services. Their team brings global investment expertise from firms like Merrill Lynch and Morgan Stanley while maintaining local ownership and personalized service.
Brandon Wooters is a CFP® and ChFC® certified financial advisor at Edward Jones in Portland, specializing in comprehensive financial planning including estate and legacy strategies, special needs financial considerations, intergenerational planning, charitable giving, and LGBTQ+ finances. He works with clients across a range of investment levels to develop personalized financial strategies and is currently accepting new clients.
Meyer Wealth Management is an independent financial advisory firm in Portland serving clients with comprehensive wealth planning and investment management. They provide personalized financial guidance tailored to individual client goals, helping with retirement planning, investment strategy, and overall wealth management.
Thimbleberry Financial is a Portland-based financial advisory firm specializing in hyper-personalized financial planning for healthcare and technology professionals. Founded by Amy, the firm offers comprehensive services including retirement planning, investment management, estate planning, and end-of-life care decisions delivered through virtual consultations. They take a collaborative, non-judgmental approach—asking thoughtful questions, listening carefully, and explaining complex financial concepts clearly so clients can make informed decisions about reaching financial independence.
Springwater Wealth Management is an independent, fee-only financial advisory firm in Lake Oswego specializing in comprehensive financial planning and investment management. Their advisors hold CFP® certifications and operate as fiduciaries, meaning they're legally obligated to act in clients' best interests without selling products or earning commissions. They focus on helping women navigating life transitions, independent women, pre-retirees, and retirees achieve peace of mind through robust planning built on financial science principles.
Lesley Tylczak is a financial advisor with Edward Jones in Portland, specializing in retirement savings strategies, estate and legacy planning, sustainable investing, and specialized financial guidance for LGBTQ+ clients and those with special needs. The practice also handles charitable giving strategies and offers personalized financial planning through introductory consultations, strategy reviews, and account opening assistance.
Phillips and Company is a financial consulting firm based in Portland offering comprehensive financial advisory services to individuals and businesses. Located in downtown Portland, they provide personalized financial guidance and planning to help clients achieve their financial goals.
RBC Wealth Management's Portland branch is a full-service investment firm offering comprehensive financial services including portfolio management, retirement planning, estate planning, education funding, and company stock option planning. Led by Managing Director and CFP® Patrick Cummings, the branch combines RBC's global financial expertise and Wall Street reputation with personalized local service. They emphasize fiscal strength, integrity, and putting client needs first in managing and growing wealth.
Raaf Investment Advisors is an independent financial advisory firm based in Portland, OR, serving clients with comprehensive investment management and financial planning services. The firm focuses on helping individuals and families develop personalized investment strategies tailored to their unique financial goals and circumstances.
Somerset Wealth Strategies is the top-ranked financial advisor in Portland with a Lantern Score of 84.50/100 and a 5★ rating based on 89 reviews. They specialize in retirement income planning and financial independence strategies, making them ideal for pre-retirees and retirees seeking retirement income planning and asset protection strategies.
Lifelong Wealth Management (Lantern Score: 83.51/100) and Horst & Graben Wealth Management (Lantern Score: 77.70/100) both specialize in serving business owners. Lifelong Wealth Management is particularly strong for business owners with complex estates, while Horst & Graben serves families, businesses, and charitable institutions across the Portland area.
Independent Investment Advisors (Lantern Score: 80.65/100) is specifically designed for technology professionals and is a fee-only, fiduciary firm based in Hillsboro. They also serve small business owners, corporate executives, and high-net-worth families, and maintain a 5★ rating with 20 reviews.
Multiple top-ranked advisors specialize in retirement planning: Bridgetown Wealth Management (Lantern Score: 83.94/100) serves retirees planning retirement strategy, True Path Capital Strategies (Lantern Score: 80.64/100) specializes in comprehensive retirement planning for pre-retirees and retirees, and Harlow Wealth Management (Lantern Score: 79.93/100) focuses on retirement planning and wealth management for pre-retirees and recent retirees.
Modernist Financial (Lantern Score: 67.15/100) is a progressive, fee-only wealth management firm and certified B Corp in Portland specializing in values-aligned financial planning and investment management. Additionally, Lesley Tylczak at Edward Jones (Lantern Score: 60.43/100) specializes in sustainable investing for socially conscious investors.
Infinite Heights Wealth Management (Lantern Score: 82.15/100) specializes in individuals with complex financial situations and maintains a 5★ rating with 30 reviews. Empirical Wealth Management (Lantern Score: 66.11/100) also serves high-net-worth individuals and executives with complex financial situations as a fee-only advisory firm.