Explore Financial Advisors Serving Lake Oswego, OR

Summit Financial Advisors provides personalized financial planning and investment management services. We specialize in retirement strategies, tax planning, and insurance solutions, focusing on client education and long-term financial success. Our team partners with LPL Financial to deliver disciplined, goal-oriented financial advice.

Eugenio Financial is a fee-only financial advisory firm in Lake Oswego, Oregon, specializing in portfolio management and personalized financial planning. Since 1990, we have provided fiduciary-driven services to pre-retirees, retirees, and investors seeking professional guidance. Our comprehensive approach addresses retirement planning, estate management, tax strategies, and risk-controlled investment solutions.

FP Transitions specializes in strategic consulting, succession planning, and valuation services for independent financial advisors. We help advisors build and realize equity value through data-driven insights and a proprietary M&A marketplace. With 25+ years of experience, we support firms in protecting and growing their businesses through tailored solutions.