Explore Financial Advisors Serving Portland, OR

Finity Group delivers specialized financial advisory services to medical professionals, combining industry-specific expertise with personalized planning. We address unique challenges including student loan management, disability insurance, practice transition strategies, and tax-efficient wealth preservation. Our fiduciary approach ensures clients receive objective advice aligned with their professional and personal financial goals.

Trailhead Planners provides strategic wealth management services for high-achieving women, entrepreneurs, and retirees. Our fee-only fiduciary advisors specialize in tax-efficient financial planning, investment advisory services, and legacy building strategies. We help clients transform professional success into purposeful, lasting wealth through personalized guidance aligned with individual values and life transitions.

Willamette Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and businesses nationwide. Specializing in retirement planning, estate strategies, and wealth management, we operate as independent fiduciaries committed to transparent, client-first advisory solutions.

Advanced Wealth Management provides personalized financial planning and wealth management services, helping clients navigate complex financial decisions with tailored strategies. Our family-owned firm combines fiduciary responsibility, 30+ years of experience, and a holistic approach to address diverse financial goals. We serve individuals and organizations nationwide, prioritizing transparency, sustainability, and community engagement.

Modernist Financial is a Certified B Corporation specializing in values-aligned wealth management. We provide investment management and financial planning services that help clients structure their resources around progressive values while maintaining fiduciary responsibility. Our evidence-based approach combines portfolio strategy, tax planning coordination, and educational resources to create sustainable financial solutions.

Clarity Capital Management is an independent fee-only financial advisory firm in Portland, Oregon, specializing in fiduciary-driven investment management and comprehensive financial planning. We serve mid-career professionals, families, and businesses nationwide through virtual relationships, offering evidence-based strategies for retirement, tax optimization, and wealth preservation. Our conflict-free model prioritizes client interests through transparent fee structures and socially conscious investment approaches.

Sloy Dahl & Holst is a registered financial advisory firm specializing in personalized investment portfolio management, retirement planning, and fiduciary services for individuals and corporations. Since 1986, we have delivered transparent, fee-based solutions grounded in decades of market experience and a commitment to client education. Our expertise in Qualified Plan administration and objective investment strategies positions us as trusted partners in achieving long-term financial success.

Samara Capital provides personalized financial planning and investment advisory services, helping clients achieve long-term financial goals through customized strategies. Our team of certified professionals combines decades of experience with a commitment to transparent, relationship-driven service. We specialize in navigating complex financial landscapes to deliver solutions that align with individual client needs.

Ascent Financial Advisors offers fee-only financial planning and investment management services in Portland, Oregon. Specializing in retirement, estate, tax, and college planning, the firm prioritizes fiduciary responsibility and personalized strategies. Founded in 2000, it serves individuals and small businesses with transparent, conflict-free advisory solutions.

Pilot Wealth Management provides strategic capital management, retirement planning, and personalized investment solutions for families and business owners. Our value-driven approach focuses on undervalued assets, disciplined risk management, and long-term wealth preservation. We combine market expertise with ethical stewardship to deliver client-centric financial strategies.

Encompass Wealth Advisors provides comprehensive financial planning and wealth management services, focusing on retirement, estate, and investment strategies. Our fiduciary-driven approach prioritizes client needs, combining personalized service with decades of industry expertise. We empower clients to achieve long-term financial security through tax-efficient, customized solutions.

Skyline Financial provides fiduciary financial planning and wealth management services, specializing in personalized strategies that align client values with financial resources. Our fee-only model ensures unbiased advice through comprehensive processes like retirement planning, tax optimization, and investment management. We maintain long-term client relationships to adapt strategies as life circumstances evolve.

Amerisal Financial provides personalized financial planning and coaching services for individuals and small businesses in Oregon. Specializing in life transitions, divorce, and retirement planning, we offer tailored strategies to manage assets, reduce debt, and achieve long-term financial goals. With decades of experience and a client-centric approach, we empower clients to navigate financial challenges with confidence.

Blue Water Wealth provides sustainable financial planning and SRI investment services that align clients' wealth with their values. Specializing in holistic wealth management and retirement strategies, we prioritize fiduciary responsibility and environmental stewardship. Our team's decades of expertise ensure clients receive transparent, commission-free advice tailored to evolving life circumstances.

CLS Financial Advisors offers comprehensive financial planning and investment management services. We specialize in tax-efficient strategies, retirement planning, and estate coordination, serving clients in Portland, Oregon. Our fiduciary approach ensures personalized solutions aligned with individual goals.

David Beck Financial Services offers independent, fee-only financial planning in Portland, Oregon. Specializing in retirement, tax, and college financial planning, we use consumption smoothing to create sustainable living standards. As a fiduciary CERTIFIED FINANCIAL PLANNER, we prioritize client interests with transparent, conflict-free advice.

Somerset Wealth Strategies is a financial advisory firm specializing in retirement planning, offering personalized strategies to reduce risk and maximize growth. With over 30 years of experience, we help clients protect assets from market volatility while creating customized retirement solutions. Our client-centric approach combines proprietary processes and partnerships with trusted financial institutions to deliver comprehensive advisory services.

Cordant Wealth provides specialized financial advisory services for technology professionals, focusing on equity compensation optimization and comprehensive wealth management. Our fiduciary advisors help clients maximize RSUs, ESPPs, and deferred compensation while developing tax-efficient investment strategies. We deliver personalized financial planning solutions tailored to the unique needs of tech industry employees.