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 Portland, 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 Portland, OR Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Christopher Winn
CFP®, MBA
Interactive Wealth Advisors, Inc.
Portland, OR
Specialties: Retirement Income Replacement, Tax Strategies - Pre & Post Business Sale, Active Investment Management, Business Owner Planning
Fee Only Financial Planner and Investment Advisor in downtown Portland
Peggy Kessinger
CFP®, MBA
The Mather Group
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country
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.
Tyler Elliott
JD, CFP®
Watershed Wealth Planning LLC
Portland, OR
Specialties: Comprehensive Financial Life Planning, Socially Responsible Investing, Cash Flow Planning for Couples, Travel Budgets, Employee Benefit Planning
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
Ryan McClung
CFP®, CPA, CEPA®
Crossroads Advisory
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
Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.
Natalie Slagle
CFP®
Fyooz Financial Planning
Portland, OR
Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients locally and virtually across the country.
Amanda Harvey
CFP®
Uplevel Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Incorporating Giving Back into Financial Plan, Tax Planning & Tax Efficient Investments, Retirement Income Planning
Mission-driven, fee-only financial planner located in Portland, OR. Serving progressive clients locally and across the country.
Courtney Ranstrom
CFP®, MBA
Trailhead Planners, LLC
Portland, OR
Specialties: Socially Responsible Investing, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Tim Kober
CFP®
The Mather Group
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country
Andrew Gray
CFP®, CRPC®
Gray Wealth Strategies LLC
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving retirees and pre-retirees virtually from Bend, OR
Ryan Mohr
CFP®
Clarity Capital Management
Tigard, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country
Craig Nelson
CFP®, CPA
Red Sky Financial Planning, LLC
Wilsonville, OR
Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management, College Education Planning, Managing Employer Stock
Fee-Only financial planner with offices in Wilsonville, OR and Bend, OR - providing financial planning, investment, and tax services to clients locally and beyond.
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning
Hayley Haslett
M.S., CFP®
Lake Road Advisors
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Lissa Piper
MBA, EA
Money Blossoms, LLC
Beaverton, OR
Specialties: Comprehensive Financial Planning, Cash Flow & Debt Management, Tax Preparation & Planning, Investment & Asset Management, Work Optional & Retirement Planning, Legacy & Estate Planning
Independent, fee-only financial planner located just west of Portland, Oregon, we are a virtual practice and can work with you nearly anywhere you have an internet connection.
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Portland, OR
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.
Anika Hedstrom
MBA, CFP®
Uplevel Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Corey Beal
CFP®
Empowering Finance
Portland, OR
Specialties: Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner working with clients throughout the country
James Hindes
Enow Financial
Portland, OR
Specialties: Comprehensive Financial Planning, Employer Equity (Options, RSUs, ESPP), Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
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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)
