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
Anika Hedstrom
MBA, CFP®
Uplevel Wealth
Portland, OR
Specialties: How do I manage my stock options? , When will I have enough to retire?, Am I paying too much in taxes?, How can I set my children up for financial success?, Can I afford to buy a vacation home?, Am I fully maximizing my employee benefits?, How can I maximize my investments?, I've had a big life event. What do I do next?
Guiding high-achieving professionals to financial success in Portland, OR, and across the country
Stacy Dervin
CFA, CFP®
Tailored Financial Planning, LLC
Eugene, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing
Fee-Only financial planner located in Eugene, OR, serving clients locally and across the country
Daniel 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 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.
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.
Gretchen Behnke
CFP®, MBA, RLP®
Pearl Financial Planning LLC
Portland, OR
Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans
Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.
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
Lissa Piper
MBA, CFP®, AWMA®, 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.
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
Nate Baim
MBA, CFP®
Pursuit Planning and Investments, LLC
Portland, OR
Specialties: Retirement Planning, Tax Planning, Investment Planning, Investment Management, Equity Compensation Planning (RSUs, ESPP, NQSOs, & ISOs), Cash Flow & Budgeting, Education Planning, Goal Formation & Accountability, Home Purchase Analysis
I advise working professionals and professionals nearing retirement who want to grow their wealth and live their best lives. My focus is to help you achieve your pursuit. I provide flat fee planning and AUM investment management services.
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Vancouver, WA.
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning
Retirement Planning For Individuals Over Age 50. Located in Portland, OR, serving clients locally and across the country.
Hayley Haslett
M.S., CFP®
Lake Road Advisors
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Portland OR.
Christopher Sittner
CFP®, CPA
CS Wealth Management, LLC
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
Tyler Elliott
JD, MA, 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.
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.
Corey Beal
CFP®
Empowering Finance
Portland, OR
Specialties: LGBTQIA+ Planning, Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Pre-Retirement
Empowering Finance is a holistic, boutique financial planning firm for the bold, the ambitious, and the socially progressive badasses of the world serving clients virtually both locally and across the country.
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
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
James Hindes
CFP®
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
Fred King
CFP®
The H Group, Inc.
Portland, OR
Specialties: Cash Flow Planning, Estate Planning, Investment Planning, Retirement Planning, Risk Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Adam Fein
EP Wealth Advisors
Portland, OR
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
James Sager
CFP®, ABFP™
The H Group, Inc.
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
National Reach, Local Experience - The H Group Inc., is your trusted partner in wealth and investment management. Serving clients locally in WA, OR, NM, and ID and across the country.
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Portland, OR
Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing
As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”
Amanda Harvey
CFP®
Uplevel Wealth
Portland, OR
Specialties: When will I have enough to retire?, How can I maximize my investments?, How can I set my children up for financial success?, Am I paying too much in taxes?, How do I manage my stock options & RSUs?, Can I afford to buy vacation home?, Am I fully maximizing my employee benefits?, I've had a big life event... what do I do next?
Guiding high-achieving professionals to financial success in Portland, Oregon and 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.
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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)
