Find financial advisors in Portland

We utilize a "Rules-based" investment approach, reducing human emotion and behavioral biases. By connecting our management fees with investment performance, we draw a clear line between our compensation and client outcomes. We use cutting edge technology and embrace a culture of innovation aimed at improving the client experience. Pure Portfolios believes

We work with clients across the country who are intellectually curious, resourceful, and engaged with their money. They aspire to self-manage their investments, understanding that ultimately they will have more wealth this way. Over the course of your life, there may be times when you are confident and eager to manage your own investments and other

Sloy, Dahl & Holst, Inc. carefully tailors investment portfolios for each of its clients. Wealth building, capital preservation, retirement planning and pension fund management are all accomplished with one idea in mind: to help our clients expect more, then exceed their expectations. The information on this website does not constitute investment advice

Columbia Financial Advisors is a nationally recognized business appraisal and financial advisory firm, primarily serving privately held companies and their shareholders. Columbia Financial Advisors provides business valuation, financial advisory services, and litigation support to clients throughout the country. We serve small, closely held companies

Helping employees of technology companies maximize their equity compensation, employer benefits and accelerate their financial progress. We help technology employees gain the confidence they're on track to reach their financial goals. Are you a Tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation

Focused on helping financial advisors value, protect, grow, and transition their businesses from one generation to the next, our team includes an in-house legal department, financial analysts, certified valuation specialists, and seasoned business consultants-all spanning nearly a century of combined experience. Using a full-service, concierge approach

Our story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm built by women where relationships matter and clients' needs come before all else. Today, we are an established, independent, women-owned financial advisor with an unwavering commitment to our clients and their assets

Willamette Financial Advisors, LLC honors and celebrates diversity. We welcome persons of every race, language, ethnicity, origin, ability, sexual orientation, gender expression, marital status, and life situation. Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term

A financial advisor should do more than just manage your investment portfolio - an advisor should seamlessly integrate your finances with your life. At CLS Financial Advisors, we provide holistic and proactive financial advice to grow your wealth and support your financial well-being. We are fee-only financial advisors specializing in tax, investment

After observing the challenges colleagues were having understanding their investment options as public school employees, David Hackett started helping his fellow teachers invest in the early 1980s. Dave continued to grow his financial advisory practice over the last thirty-five years with a reputation as a thoughtful investor and a no nonsense financial

You have worked hard to position yourself for success. Whether you're focused on retirement, career transition, saving for education, making a major purchase, or something else, our wealth management services put you in control. Based in Portland, Oregon, we're a team of fee-only, fiduciary advisors, with a diversity of experience and perspectives that

The firm is an independent fee-only financial planning and investment management firm based in Portland, Oregon. The firm provides comprehensive fee-based financial planning and investment management services to individuals and small businesses. If you would like to know more about Ascent Financial Advisors, please send us an email. Ascent Financial

There is a critical need for practical ways to structure efficient retirement income plans. At Denk Financial Advisors, addressing this need is at the heart of the retirement strategies that we create for our clients. An effective retirement income plan incorporates resiliency, simplicity, and transparency. We enjoy life-long relationships with our

Amerisal Financial offers various services to individuals and small business clients; Lucia has 39 years of financial advisor, corporate IRS auditor, and Credit and Mortgage lending experience. Amerisal Financial strives to empower clients to take control, plan and manage their finances with a qualified financial advisor. We assist clients to help

As a team, we work in partnership with our clients to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help you meet your financial goals. Our mission is to develop a trusted financial relationship with our clients by providing professional guidance, and solutions