The Portland Financial Advisors Network (PDXFAN) is a group of Portland-local financial planning experts who are passionate about helping their clients reach their goals. Even though each of us is an independent business owner, we believe that helping individuals find the right advisor for their needs should be our ultimate priority.
This network is dedicated to helping individuals and families in and around the greater Portland area find an advisor who's an exact match for their unique goals. We hope that, through our network, you'll be able to find the expert who best meets your unique needs. As members of the network, we are united by our commitment to provide clients with the highest quality advice and service.
This network is dedicated to helping individuals and families in and around the greater Portland area find an advisor who's an exact match for their unique goals. We hope that, through our network, you'll be able to find the expert who best meets your unique needs. As members of the network, we are united by our commitment to provide clients with the highest quality advice and service.
Services
The Portland Financial Advisors Network is a group of independent, fee-only financial planners located in Portland, Oregon. This site is a resource for individuals looking for a financial advisor in and around the Portland area. We know finding the right advisor can be intimidating - and we believe it's important to connect clients with an advisor who's an ideal fit for their goals and needs.
The truth is that the ways financial advisors are compensated plays a significant role in their ability to provide objective advice. All members of the Portland Financial Advisors Network are fee-only and that isn't a happy accident. It's a big part of who we are and a core belief about how to serve clients well.
All members of the Portland Financial Advisors Network must operate as fiduciary advisors in all aspects of their practice at all times. The fiduciary standard of care requires that a financial adviser act solely in the client's best interest when offering personalized financial advice. All advisors of the Portland Financial Advisor Network are proponents of the fiduciary rule and act as true advocates for their clients' financial best interests.
Independent advisors don't represent banks, brokerage companies, insurance companies, or other financial corporations. All advisors in the Portland Financial Advisors Network are independent. Fee-only financial planning firms, like those listed on this website, have a fiduciary duty to act in the best interests of their clients.
We operate our businesses here, raise our families here, and participate actively in our communities here. Consequently, we know and love this region, understand its wonderful benefits, and unique challenges. Your financial life includes a host of other professionals, such as accountants, attorneys, insurance agents, realtors, and mortgage brokers.
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