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Financial Advisors Portland, OR

Latest update: November 3, 2021

Population654,741
State Income Tax9.90%
Median Home Price$536,921
City Sales Tax0.00%

Portland is the second-largest city in the Pacific Northwest and home to roughly half of Oregon residents. While only 650,000 reside in the city itself, the Portland metropolitan area includes 2.4 million people.

Find a financial advisor in Portland, OR

With quickly rising housing prices and many major businesses and industries, Portland is an affluent area with many financial advisors to choose from. This guide seeks to find the best firms in the area by comparing customer reviews, certifications, SEC filings and more.

Find a financial advisor that fits your needs
Trailhead Planners logo

Trailhead Planners

  • Assets Managed: $49.6 Million
  • Minimum Assets: N/A

Trailhead Planners is a fee-only fiduciary firm offering planning services for general finances, retirement, taxes and investments. The firm typically works with high-income professionals and retirees but can support a broad array of financial backgrounds.

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Thompson Advisory Services LLC logo

Thompson Advisory Services LLC

  • Assets Managed: $303 Million
  • Minimum Assets: N/A

Thompson Advisory Services is a fiduciary, fee-only advisor that always works in its clients’ best interests. Service options include comprehensive financial planning, investment advising and tax planning.

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Cascadia Wealth Management logo

Cascadia Wealth Management

  • Assets Managed: $689 Million
  • Minimum Assets: N/A

Cascadia is an independent investment firm specializing in financial planning and investment management. Free consultations or second opinions are available for those looking to retire or build wealth over their lifetime.

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Evergreen Financial Advisors Inc logo

Evergreen Financial Advisors Inc

  • Assets Managed: $75.9 Million
  • Minimum Assets: $500,000

Evergreen Financial Advisors Inc is a small firm with a certified financial planner and investment manager. The firm supports families, professionals and retirees and advances financial literacy in its local area.

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CLS Financial Advisors Inc logo

CLS Financial Advisors Inc

  • Assets Managed: $153.3 Million
  • Minimum Assets: $1 Million

CLS Financial Advisors is a fiduciary firm offering fee-only services. Its advisors are also income tax experts and certified financial planners.

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Raaf Investment Advisors logo

Raaf Investment Advisors

  • Assets Managed: $45.1 Million
  • Minimum Assets: N/A

Raaf Investment Advisors is a fiduciary firm specializing in investment management, financial planning and retirement planning. Schedule a free consultation to learn more about this firm's investment philosophy.

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McGee Wealth Management Inc logo

McGee Wealth Management Inc

  • Assets Managed: $19.9 Billion
  • Minimum Assets: $500,000

McGee Wealth Management works with entrepreneurs, athletes, tech professionals, multigenerational families and others to build wealth. Its service catalog includes wealth management, investment management, financial planning and estate planning.

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Deschutes Investment Consulting LLC logo

Deschutes Investment Consulting LLC

  • Assets Managed: $1.3 Billion
  • Minimum Assets: $250,000

Deschutes is a fiduciary investment firm that provides most major financial services for individuals and businesses. Financial plans are personal and dynamically created to achieve the client's goals.

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Cedar Mountain Advisors LLC logo

Cedar Mountain Advisors LLC

  • Assets Managed: $748.9 Million
  • Minimum Assets: $250,000

Cedar Mountain Advisors is a group of fiduciary wealth advisors and financial planners. These licensed and credentialed advisors create personalized financial plans for clients of every background.

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Financial Investment Team logo

Financial Investment Team

  • Assets Managed: $119.5 Million
  • Minimum Assets: N/A

Financial Investment Team is a financial services firm that helps its clients grow and maintain wealth. Other services include insurance, education saving, retirement planning, estate planning, tax strategy and tax prep.

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Financial Advisor Reviews Portland, OR


Trailhead Planners

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.

Trailhead Planners
Assets Managed $49.6 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Only
Address 975 SE Sandy Blvd
Suite 150
Portland, OR 97214

Thompson Advisory Services LLC

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.

Thompson Advisory Services LLC
Assets Managed $303 Million
Minimum Assets N/A
Number of Advisors 2
Fee Structure Fee-Only
Address 3339 SE Division Street
Suite B
Portland, OR 97202

Cascadia Wealth Management

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.

Cascadia Wealth Management
Assets Managed $689 Million
Minimum Assets N/A
Number of Advisors 16
Fee Structure Fee-Based
Address 8050 SW Pfaffle Street
Suite 100
Portland, OR 97223

Evergreen Financial Advisors Inc

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.

Evergreen Financial Advisors Inc
Assets Managed $75.9 Million
Minimum Assets $500,000
Number of Advisors 1
Fee Structure Fee-Only
Address 10260 SW Greenburg Road
Suite 300
Portland, OR 97223

CLS Financial Advisors Inc

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.

CLS Financial Advisors Inc
Assets Managed $153.3 Million
Minimum Assets $1 Million
Number of Advisors 3
Fee Structure Fee-Only
Address 9700 SW Capitol Highway
Suite 285
Portland, Oregon 97219

Raaf Investment Advisors

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.

Raaf Investment Advisors
Assets Managed $45.1 Million
Minimum Assets N/A
Number of Advisors 1
Fee Structure Fee-Only
Address 2416 SW Vista Ave
Portland, OR 97201

McGee Wealth Management Inc

McGee Wealth Management helps its clients achieve financial independence through wealth management, investment management, financial planning and estate planning. Its clients may be affluent multigenerational families, entrepreneurs, high-earning professionals or retirees. Financial literacy articles are available on the firm’s website, with updates published weekly.

McGee was recently acquired by Mercer Advisors, one of the top wealth management firms in the country. However, the firm is still operated by its founder, Judith McGee.

McGee Wealth Management Inc
Assets Managed $19.9 Billion
Minimum Assets $500,000
Number of Advisors 3
Fee Structure Fee-Based
Address 12455 SW 68th Ave
Portland, Oregon 97223

Deschutes Investment Consulting LLC

Deschutes Investment Consulting serves individuals and businesses who want to achieve long-term financial stability. The firm offers services like retirement planning, financial planning, investment management, fiduciary guidance, retirement plan management and more. Its advisors take a multistep approach to analyze, draft and refine your financial action plan and regularly monitor it after it’s established.

Whether you’re just getting started in your career or planning for retirement, Deschutes can help you achieve your goals. Get started with a free consultation.

Deschutes Investment Consulting LLC
Assets Managed $1.3 Billion
Minimum Assets $250,000
Number of Advisors 7
Fee Structure Fee-Based
Address 200 SW Market Street
Suite 550
Portland, OR 97201

Cedar Mountain Advisors LLC

Cedar Mountain Advisors is a financial firm of wealth management advisors and certified financial planners. These advisors work with clients to understand their goals and perspectives, then include these elements in a dynamic financial plan. Advisory options include financial planning, asset management and retirement planning.

Advisors hold multiple licenses, degrees and accreditations. Schedule a consultation to learn more about account minimums and personalized financial planning.

Cedar Mountain Advisors LLC
Assets Managed $748.9 Million
Minimum Assets $250,000
Number of Advisors 7
Fee Structure Fee-Based
Address 1750 S Harbor Way
Suite 340
Portland, OR 97201

Financial Investment Team

Financial Investment Team has been operating for over 25 years, helping clients achieve financial wellness through personalized methods. After an initial consultation, your advisor may recommend services like wealth management, retirement planning, insurance, education planning, estate planning and tax preparation. All appointments can be scheduled online, including a free 45-minute initial consultation.

This firm follows fiduciary standards and uses a five-step process to ensure all advice is suitable. The advisor will first gather information, then evaluate the available options. A diversified portfolio is created and then formalized and implemented. The portfolio is monitored and adjusted as needed. Call or schedule an appointment online to get started.

Financial Investment Team
Assets Managed $119.5 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Based
Address 15350 SW Sequoia Parkway
Suite 150
Portland, OR 97224

 

Conclusion

 

When choosing a financial advisor it’s important to research your options. Schedule an initial conversation with at least three different firms to get an in-person feel for a firm’s strategy and prepare a list of questions to ensure you have explored all options and know what to expect.

We evaluated the top financial advisors in Portland, OR to compile this list. It includes firms with a variety of asset minimums, experience levels and investment styles to help you find the best fit.

 

Portland, OR Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
Trailhead Planners $49.6 Million N/A Fee-Only
Thompson Advisory Services LLC $303 Million N/A Fee-Only
Cascadia Wealth Management $689 Million N/A Fee-Based
Evergreen Financial Advisors Inc $75.9 Million $500,000 Fee-Only
CLS Financial Advisors Inc $153.3 Million $1 Million Fee-Only
Raaf Investment Advisors $45.1 Million N/A Fee-Only
McGee Wealth Management Inc $19.9 Billion $500,000 Fee-Based
Deschutes Investment Consulting LLC $1.3 Billion $250,000 Fee-Based
Cedar Mountain Advisors LLC $748.9 Million $250,000 Fee-Based
Financial Investment Team $119.5 Million N/A Fee-Based

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