Financial Advisors Portland, OR

Financial Advisor Reviews Portland, OR

Trailhead Planners is a team of fiduciary financial advisors based in Portland and Minneapolis, Minnesota. Its services include financial planning, retirement planning, tax planning, investment management and socially responsible investments. The firm typically works with retirees and high-income professionals, like doctors, retirees and executives, but can support a broad range of clients at each of its locations.

Pricing is transparent, with wealth management and financial planning starting at $1,500 per quarter. The firm offers free intro calls to get started, plus an ongoing open-door policy if clients ever have any concerns or questions.

Thompson Advisory Services offers financial planning through a series of 90-minute meetings that address all aspects of financial life. Services may include comprehensive planning, investment advising and tax preparation. Clients have five of these meetings in the first year of the partnership, then three in each following year.

As a fiduciary firm, Thompson always makes recommendations in your best interest. Annual fees are paid in quarterly installments and based on an individual’s income, assets and tax situation. Fee quotes are available after a review of your financial documents.

Cascadia focuses on wealth planning and portfolio management to help its clients grow their wealth. Financial plans are customized to each client’s goals, whether the client is an individual or a business. The firm takes a “client first” approach that combines technology, admin support, research and experience to provide comprehensive financial planning or investment management services.

Cascadia’s team of 16 wealth advisors has an average of 18 years of experience, with many holding advanced degrees and qualifications. This independent firm prioritizes transparency in all of its client relationships. Cascadia offers free one-time consultations or second opinions.

Whether a client is starting a family, planning a career or transitioning into retirement, Evergreen can provide financial planning and investment management services. Evergreen has a minimum account requirement of $500,000, but this minimum may be reduced when appropriate. Complete a confidential questionnaire online to take the first step with this firm.

Evergreen promotes financial literacy in its community and supports a financial wellness non-profit in the area. This firm has a history extending back into the 1950s and operates as a fiduciary to cater to the best interests of its clients.

CLS Financial Advisors Inc is a fee-only financial firm that follows a philosophy of diversified investing to grow wealth. Custom financial plans typically include services like investment strategy, tax planning, retirement planning, estate planning, executive services, insurance and other financial needs. CLS advisors are also income tax experts and certified financial planners.

CLS follows fiduciary standards and only recommends products that objectively benefit the client. Schedule a consultation to discuss your financial circumstances and how this firm might help achieve your goals.

Raaf is a fee-only advisor that provides objective advice to help clients achieve their goals. Its team provides investment management, financial planning and retirement planning. The firm’s advisor has over 24 years of experience in the investment industry, but may collaborate with other professional advisors like attorneys or CPAs. Financial plans are highly customized and centered on the client’s best interests.

The firm has an investment philosophy of long-term investment options and disciplined diversification. Schedule a consultation to see if your financial goals align with this firm’s approach and experience.

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