Find financial planners in Portland

As fiduciary financial advisors, we started Trailhead Planners with a simple mission: To provide comprehensive, tax-focused financial expertise to career-focused professionals and retirees. We believe in fair and transparent pricing, which is why we choose to be fee-only advisors who never sell products for commission. Together, we are the trusted

Finity is more than just a great name, it's an always present reminder of what we're in business to deliver. In every effort, Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial world. Every member of Finity Group believes in a business built on trust, integrity, and service. We work tirelessly

Brian, who co-founded PFPG with Thomas Rogers in 1998, is a Certified Financial Planner(R) practitioner and holds the Chartered Financial Analyst(R) designation. His specialties include investments and retirement planning. Brian belongs to the CFA Institute and the Maine Estate Planning Council. He is also active in the National Association of Personal

At Lunaria Financial we focus on what you can control while developing a deeper awareness of what matters most to you and your family. Are you ready to engage in an innovative process of financial planning that will increase your confidence, self-awareness, and savvy while creating a unique roadmap to reach your dreams?. Do you like the idea of aligning

We believe that everyone deserves competent and objective advice strictly in their own best interest. This requires complete unapologetic transparency. We hope to inspire clients to make informed decisions that guide them on a path of financial success. We have the time, discipline and knowledge to prepare and implement custom financial plans and investment

Clarity Capital Management is an Independent Fee-Only Financial Planning and Investment Management Firm Located in Portland, Oregon. Clarity Capital Management was founded on the belief that no matter your income or net worth, everyone should be entitled to clear objective financial advice that is free from conflicts of interest that come from commissions

Modernist Financial is a progressive wealth management firm founded to help people structure their wealth around their values. We use evidence-based insights to empower our clients and communities to use their wealth to enjoy today while investing in our common future. Our services include: Investment Management and Financial Planning for individuals