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.
SmartAsset Financial Advisors
- Advisors Near You
- No-Fee Options
SmartAsset's award-winning resources help millions of people manage money and get matched with up to three financial advisors. The website provides free, detailed money management advice, personalized financial calculators and financial product comparisons. SmartAsset charges nothing to help you find a financial advisor to answer your questions and create a plan, whether you need a budget or wealth management.
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WiserAdvisor
- Free matching and initial consultation
- Pre-screened FINRA/SEC registered advisors
WiserAdvisor is a matching tool that helps connect you to local, high-quality registered financial advisors. The website pairs you with up to three pre-screened advisors—from fortune 500 companies and small independent firms—and then allows you to interview them before selecting the right professional for you. It's free to match and interview on the secure and private platform. WiserAdvisor’s website also has a blog that offers timely investment advice and financial calculators that you can leverage in your money management journey.
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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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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.
Read ReviewFinancial 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 |
