Fee-Only Financial Planners in:
Lake Oswego, Oregon

These Lake Oswego, Oregon Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Lake Oswego, Oregon Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Dave Welty, CFP®
Avier Wealth Advisors
Bellevue WA, Lake Oswego OR, Portland OR, Seattle WA
Fee-Only Financial Planner serving the Bellevue, WA area.
Joseph Alfonso, CFP®, ChFC®, EA, RICP®
Aegis Financial Advisory, LLC
Lake Oswego OR, Cupertino CA, Portland OR, San Francisco CA, San Jose CA, Lake Oswego OR, West Linn OR, Bend OR
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Grant Bledsoe, CFP®, CFA
Three Oaks Capital Management
Lake Oswego OR, Gold River CA, Tualatin OR, Happy Valley OR, Portland OR, Beaverton OR, Hillsboro OR, West Linn OR, Sherwood OR, Sacramento CA, Folsom CA, El Dorado Hills CA, Roseville CA, Rancho Cordova CA, Shingle Springs CA, Placerville CA, Cameron Park CA
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.
Ryan Mohr, CFP®
Clarity Capital Management
Tigard OR, Portland OR, Beaverton OR, Tualatin OR, West Linn OR, Sherwood OR, Salem OR, Hillsboro OR, Lake Oswego OR, Corvallis OR
Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country