Fee-Only Financial Advisors in Lake Oswego, OR

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Lake Oswego, OR area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Lake Oswego, OR Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Peter De Graff

CFA®, CFP®

Taurus Capital Management

Lake Oswego, OR

Specialties: Intergenerational Estate Planning, Trust Investment Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA®, CEPA, AIF

Three Oaks Wealth

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Julie Connor

Taurus Capital Management

Lake Oswego, OR

Specialties: Holistic Financial Planning, Fiduciary Investment Management, Company Retirement Plans (401(k) and SIMPLE IRA plans), Retirement Income Planning, College Education Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®, RSSA®

Aegis Financial Advisory, LLC

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

Joe Bautista

CFP®, MBA

Bautista Planning and Analytics, LLC

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Oswego, OR, serving clients locally and across the country

Gregory Saliba

AIF

Taurus Capital Management

Lake Oswego, OR

Specialties: Business Advisory Services, Tax Savings Strategies, Comprehensive Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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