Adam Cornwell
CFA®, CFP®
North Ridge Wealth Advisors
Wealth Advisor & Partner
Adam Cornwell
CFA®, CFP®
North Ridge Wealth Advisors
Wealth Advisor & Partner
Live a story worth telling. - Adam Cornwell, CFA®, CFP®
Fee-Only financial planner located in Portland, OR, serving clients locally and across the globe
Adam Cornwell is a Portland, OR fee-only financial advisor serving clients locally and across the country. North Ridge Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Cornwell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Adam Cornwell is a Portland, OR wealth advisor and Partner at North Ridge Wealth Advisors.
Here is Adam's Story...
Why am I a financial advisor?
From a young age, I knew I was going to be an architect. I love designing and building things. That all changed on August 14, 1993.
That day I crawled out of a mangled car with a broken back after a head-on collision on the highway. An insurance settlement prompted me to learn about investing. I read everything I could on the subject, and in the process, I discovered Wall Street's scheme to fleece investors.
So, I decided to fix it from the inside. I earned a degree in finance while also earning two of the most prestigious credentials (CFA & CFP). Now I'm on a mission to engage, educate, and empower investors so they don't become victims of Wall Street.
Who is my typical client?
I help busy professionals and other high net worth individuals with $1M+ in investable assets grow, protect, spend, and pass their wealth so they can focus on what they enjoy most.
What services do I provide?
I provide holistic financial planning, including the following areas of expertise:
- Investment Management (based on Nobel Prize-winning academic research)
- Tax Reduction Strategies
- Retirement Income Planning
- Insurance Analysis & Recommendations
- Estate Planning
- Philanthropy
- Education Funding
- Options Strategies
To ensure your success, I only provide ongoing wealth management. That means I do NOT do one-off financial plans, project work, or hourly work. Your financial plan is an ongoing collaboration.
How am I paid?
My clients pay me a percentage of the assets I manage or advise on. My fee starts at 0.90% on the first $1M and drops as your assets rise. My minimum annual fee is $9,000/yr.
This fee is all-inclusive of my services. There is no extra charge or hourly rate to ask questions, build models, or talk about anything. This is to encourage you to pick up the phone or email me with questions, no matter how silly they may seem, without fear of being nickeled and dimed to death. I'm here to help you tackle your toughest financial challenges and make you a success.
How do I live a story worth telling?
In the summer, I guide grizzly bear expeditions in Alaska. Safely guiding photographers deep into the Alaskan bush in search of 1,000-pound grizzly bears takes careful planning, behavioral knowledge, and years of experience. Those same traits help me guide clients on their path to financial independence.
I'm also an avid hiker, backpacker, kayaker, and all-around outdoor adventurer. Many of my wealth management clients have joined me on once-in-a-lifetime adventures. Will you be one of them?
Adam Cornwell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
North Ridge Wealth Advisors is an independent wealth management firm in Portland, Oregon dedicated to helping you grow, protect, spend, and pass your wealth so you can focus on what you enjoy most. Investments, tax strategy, retirement income, estate planning, risk mitigation, charitable giving...we've got you covered.
We serve busy professionals and other high net worth individuals with $1M+ in investable assets who value an ongoing relationship. To ensure our clients' success, we do not do hourly or one-off financial planning. Whatever financial challenges you face, we're going to be there to guide you step-by-step on your journey.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Busy Professionals
- Business Owners and Executives
- Retirees and Near Retirees
- Financial Windfalls
- Stock Options
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Cornwell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Cornwell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Cornwell is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Adam Cornwell is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Adam Cornwell
Office Locations:
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8285 SW Nimbus Ave
Beaverton, OR 97008
