RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN PORTLAND, OREGON
2021-2022 Ranking of Best Financial Advisors & Planners in Portland, Oregon
Portland, Oregon is an eclectic mix of modern, bohemian, and sustainable. It’s also the state’s largest city and home to many of the best financial advisors and wealth management firms in Oregon.
The past year has been hard on everyone. Not surprisingly, many people who previously never used financial advisory services are now looking to get ahead of their finances and explore the ways to preserve their wealth.
When starting a search for a top Portland financial planner, the number of potential firms can be intimidating at first. Many people ask, “How do I find the best match for myself and my financial future?”
There are a few key factors we’ll go over shortly that will help you differentiate between the many wealth management firms in the Portland area, such as fee structure and specialties. You’ll also want to ensure that their personality type fits your own since you’ll be working closely with them.
Instead of having to search through hundreds of firms, we’ve narrowed down the list of the best Oregon financial advisory firms to the 9 best names you may want to consider.
We’ve rated these firms based upon multiple factors, such as reputation, range of services, and commitment to act in a client’s best interests.
This should help to considerably reduce the time it takes to find the perfect firm to guide you towards future financial success. Since identifying the right firm you can trust to preserve and grow your wealth is typically the hardest step, this guide will take some of the burden off your shoulders and help you get started on the right path much sooner.
Award Emblem: Top 9 Best Financial Advisors in Portland, Oregon
Top 9 Best Financial Advisors in Portland, Oregon | Brief Comparison & Ranking
|Top Wealth Management Firms in Portland||2021-2022 Ratings|
|Becker Capital Management||5|
|Ferguson Wellman Capital Management||5|
|Northwest Capital Management, Inc.||5|
|Springwater Wealth Management||5|
|Vision Capital Management, Inc.||5|
|Vista Capital Partners||5|
|Interactive Wealth Advisors||3|
|New Outlook Financial, LLC||3|
Table: 9 Best Financial Advisors in Portland, Oregon | Above list is sorted by rating
How Do You Choose the Best Portland Financial Advisors?
With many financial planning firms in Portland, Oregon offering similar services, how do you differentiate one from another in order to find the best one for your personal financial needs?
There are a few questions you can ask yourself as you go down this list of the top Portland wealth management firms that will help you identify your best options. These answers can quickly help you highlight which firms you’ll want to take the next step with and set up a “get to know you” meeting.
What’s My Main Financial Objective & Can This Firm Address It?
Are you worried about being ready for retirement? Do you have generational wealth and need a trusted and experienced financial advisor that offers family office services? Are you putting money away for a child’s future education while trying to save for a dream home at the same time?
Portland, OR financial advisors will have different specialties, so you’ll want to see if they mention working with your specific financial needs prominently on their website.
Does My Level of Investable Assets Match Their Requirements?
Another easy differentiator is whether or not you meet a firm’s minimum requirements for wealth level or investable assets. Some firms don’t have any requirements and will work with all asset levels, while others may only work with high-net-worth individuals.
Top-Rated Financial Advisory Firms in Portland, Oregon
Am I Comfortable with Their Fees & Fee Structure?
The top financial management firms in Portland will be completely transparent about their fees upfront, so you’ll know what the cost for their services will be.
It’s also important to know the difference between fee structures. “Fee-Only” Portland financial advisors do not accept outside commissions from the sales of financial products, reducing any conflicts of interest.
“Fee-based” firms do accept outside commissions but will often also be fiduciaries which helps counteract the inherent conflict of interest. A fiduciary is legally bound to always act in their clients’ best interests, no matter their fee structure.
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2021-2022 AdvisoryHQ’s Selection Methodology
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Detailed Review – Best Wealth Management Firms in Portland, Oregon
Below, please find the detailed review of each firm on our list of the 2021-2022 best Portland wealth management firms. We have highlighted some of the factors that allowed these financial advisors in Portland, Oregon to score so highly in our selection ranking.
Click on any of the names below to go directly to the review section for that firm.
- Becker Capital Management
- Ferguson Wellman Capital Management
- Hausman Advisors
- Northwest Capital Management, Inc.
- Springwater Wealth Management
- Vision Capital Management, Inc.
- Vista Capital Partners
- Interactive Wealth Advisors
- New Outlook Financial, LLC
Click below for previous years’ rankings:
- 2019 Review: 9 Best Financial Advisors & Wealth Management Firms in Portland, OR
- 2018 Review: 8 Best Financial Advisors & Wealth Management Firms in Portland, OR
- 2017 Review: Top 8 Best Financial Advisors in Portland, Oregon
- 2016 Review: Top 7 Financial Advisors in Portland, Oregon
Becker Capital Management
Delivering value since 1976, Becker Capital Management is a boutique wealth management firm in Portland that is committed to its clients. The firm provides a wide range of investment management services for high-net-worth individuals, families, institutional investors, and non-profit organizations.
This fiduciary, independent, and employee-owned Portland wealth management firm offers fee-based investment advisory services. Apart from its Portland office, Becker Capital has an additional office in Seattle.
Key Factors That Enabled Becker Capital Management to Rank as One of the Best Wealth Management Firms in Portland
Becker Capital Management is deeply grounded in client-focused values and provides a wide range of investment management services to its clients.
Some of those services are:
- Wealth Management: By combining the flexibility of a boutique firm with the resources of a large independent firm, BCM’s clients benefit from unbiased advice, well-thought-out portfolios, and access to this firm’s broad capabilities.
- Wealth Planning: By using a dynamic and personalized approach, financial advisors at Becker Wealth Management hope to provide peace of mind to their clients – regardless of what important life transition they’re currently going through.
- Non-Profit Management: This Portland wealth management firm is a trusted partner of over 50 non-profit organizations. Becker Capital provides the framework for board members to successfully fulfill their responsibilities.
- Institutional Management: With over 40 years of experience across a range of investment strategies, BCM is seeking to build long-term wealth for its clients.
Becker Capital Management – Investment Program
Strong Community Commitment
In addition to being a team of well-experienced professionals, these Portland advisors are also impressive philanthropists. Becker Capital donates 1% of its gross revenue to various charitable causes, maintains a formal employee matching program, and even gives employees time off to volunteer.
Over the years, they have donated to many worthwhile causes in their community including:
- Children’s Cancer Association
- Deschutes River Alliance
- Friends of the Children
- Medical Teams International
- Oregon Food Bank
- …and many more
Rather than just being focused on your money, Becker Capital Management is committed to enhancing your entire financial well-being. This team of well-experienced Portland wealth managers will always work in your best interests.
With a well-credentialed and experienced team, a wide array of services, and dedication to charitable needs, Becker Capital Management earns a 5-star rating as one of the best financial advisors in Portland, Oregon to consider partnering with this year.
Ferguson Wellman Capital Management
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned investment advisory firm in Portland. For over 40 years, this Portland financial advisor team has been designing and managing customized portfolios for individuals, families, and institutions.
This fee-based investment advisory firm in Portland adheres to a mission statement that gives the team focus and direction for how they serve their clients, as well as how the company evolves and grows: “Investment excellence – Lifelong relationships.”
Key Factors That Enabled Ferguson Wellman Capital Management to Rank as a Top Wealth Management Firm in Portland
Helping Clients Navigate Financial and Life Decisions
Ferguson Wellman has the expertise and resources needed to help its clients grow and preserve their wealth. This team of Portland wealth managers does exactly that through its 8 disciplines:
- Wealth Planning: Taking on a comprehensive approach to understanding client’s goals by leveraging its Wealth Horizon planning program.
- Retirement: Intending to help clients enjoy each phase of their life journey, the team at Ferguson Wellman works hard to help them retire comfortably.
- Life Events: Regardless of where you’re at in life (retirement, marriage, inheritance, divorce, loss of a loved one, etc.), Ferguson Wellman can help you reach your goals.
- Taxes: Structuring and managing portfolios to seek a maximum after-tax return.
- Trusts & Estates: Guiding clients through the process by leveraging education, tools, & referrals they need to get there.
- Philanthropic Strategies: Ferguson Wellman looks to help its clients establish and better understand their philanthropic goals by providing education on basic charitable structures such as donor-advised funds, charitable distributions from IRAs, securities for charitable donations, and more.
- Education Planning & Funding: These Portland wealth managers work with their clients to help them calculate and plan for educational expenses, 529 plans, educational trusts, etc.
- Risk Management: Risk management is a crucial part of wealth protection that includes identifying the potential risks clients may face and taking all the necessary steps to minimize those risks.
With such a wide variety of wealth management services, this Portland wealth manager works to ensure that every part of their clients’ financial journeys is well taken care of.
Best Financial Advisors & Wealth Management Firms in Portland, OR
Octavia Group encompasses a suite of services designed to foster financial peace of mind for Ferguson Wellman’s ultra-high-net-worth individuals and families, busy executives, and other clients who want to guard against unforeseen circumstances.
Octavia group is a service that’s only available for Wellman Capital Management clients who have at least $30 million in investable assets. This service is created to give a holistic view of the entire financial well-being.
Rather than being focused on just your money, Wellman Capital Management is focused on your entire financial well-being. While not many clients will be the right fit for Octavia Group, we always welcome companies that provide niche services.
The wide range of investment and wealth management services, an experienced team of professionals, and unique niche services offered by this wealth management firm in Portland make it a suitable choice for high-net-worth individuals and families.
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Hausman Advisors Review
Dedicated to always doing what’s right for their clients, Hausman Advisors is a wealth management firm that has offices in both Portland and Hood River, Oregon. It offers far-reaching financial advisory services with a special focus on working with families that have more modest planning needs.
While Hausman Advisors may have a smaller team than other Portland financial advisors, we have included them on our list due to the wide range of services they provide. In addition, we appreciate the fact that they are a fee-only firm that’s also a fiduciary that offers local, independent, and objective advice.
Key Factors That Enabled Hausman Advisors to Rank as a Top Wealth Management Firm in Portland
An investor’s worst enemy is often themselves. Emotion-based investment choices often lead to undesirable results. Trying to time and beat the market may work once in a blue moon if you are lucky, but it is not a sustainable long-term strategy if you are trying to grow and preserve your wealth.
This wealth management firm in Portland acts as your “Personal Wealth Engineer” to help you:
- Reduce financial stress
- Clarify financial decision-making
- Gain investing confidence
- Free up your time
Hausman Advisors emphasizes scientific investing built on a strong foundation based upon facts, rather than the emotions of the moment.
This top Portland wealth management firm concentrates on evidence-based planning that helps clients work diligently towards their long-term goals while minimizing the amount of risk involved.
The fundamental tenets of this approach to smart investing include:
- Sound portfolio theory
- Sound portfolio construction
- Sound investment management
Like most wealth management firms in Portland, Hausman Advisors offers comprehensive wealth management services that provide each client with the core services they need to build and protect their wealth. While this approach works for most situations, they are aware that at times flexibility is needed for unique circumstances.
To that end, Hausman Advisors is a wealth management firm in Portland that can work with clients to provide individualized solutions to unique challenges. Sometimes, this unique circumstance is more unexpected than it is complicated, such as the loss of a spouse or a sudden career change.
Whatever financial challenges you may be facing, these Oregon financial advisors come equipped with the expertise needed to adjust your financial strategy according to the following:
- Imminent Issues: An urgent financial concern that has to be addressed before moving on to traditional financial planning and wealth management.
- Family Steward Support: Certain family members may require more concentrated financial planning and support.
- Exploratory Due Diligence: As a top Portland financial advisor, Hausman Advisors understands that everyone has a different method for determining whether their services are a good fit, and they are flexible when matching a client’s desired pace.
Hausman Advisors offers clients a personal touch not often found at larger financial advisory firms. They also specialize in working with clients who have more modest needs, which opens up the benefits of expert financial planning to those that often feel left out of this sector.
The firm is well-credentialed and is a member of several organizations, including The BAM Alliance, a community of independent financial advisors, and NAPFA (National Association of Personal Financial Advisors).
With a dedication to putting their clients’ needs at the forefront with a fee-only fiduciary structure, a client-focused commitment, and completely customized solutions, Hausman Advisors easily solidifies their 5-star rating as one of the best financial advisors in Portland, Oregon to consider partnering with in 2021-2022.
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Northwest Capital Management, Inc. Review
With a foundation of trust, excellence, and communication, Northwest Capital Management, Inc. (NWCM) is a top-rated Portland wealth management firm with an additional office in Seattle, Washington.
The firm works with everyone from private clients to corporations, philanthropic organizations, and retirement plan sponsors.
NWCM is a fiduciary, and their ADV states it is fee-based. However, we also found the following mention on its website: “…compensation that is only paid by you. No company can legally pay us commissions or 12b-1 fees. We do not accept referral fees from third parties.”
Key Factors That Enabled Northwest Capital Management to Rank as a Top Wealth Management Firm in Portland
Certified B Corp
NWCM is a certified B Corporation, meaning they meet the highest verified standards of both social and environmental performance. Clients working with this Portland financial advisor are partnering with a community leader who upholds high standards of public transparency.
Aligning with their commitment to the community is CapitalYOU, a B-Corp resource that NWCM provides to clients and non-clients alike to help boost their education for financial fitness.
Resources provided through CapitalYOU include the following.
- Lunch & Learn: Through a series of Lunch & Learn videos viewers can build their knowledge and financial health.
- FAQ: Access a database of frequently asked questions that include topics like 401(k), IRAs, and taxes.
- Ask an Expert: If you have a question not addressed in their FAQ, you can send it in and get an unbiased answer in about 1 business day.
- Video Library: 2 to 4-minute videos that cover topics like saving for retirement, investment basics, and understanding returns.
- Financial Calculators: 6 different financial calculators that cover factors such as the cost of delay and paying down debt.
- Getting Out of Debt: An in-depth look at topics surrounding credit card debt, student debt, and mortgages.
Top Financial Advisory Firms in Portland, OR
Big Picture Study®
Rather than use some “black box” algorithm, the Portland financial advisors at NWCM prefer a more 1-on-1 approach. They feel that there is no substitute for a thorough conversation about your financial goals, risk tolerance, and resources.
Their Big Picture Study® is designed to help them gain a full understanding of your financial needs so they can create a custom roadmap to your financial freedom.
The process involves:
- Listening to you and learning your concerns, goals, and objectives.
- Collecting information related to your circumstances and resources.
- Translating your dreams and aspirations into quantifiable targets.
- Developing strategies in writing to help you achieve your financial goals.
- Reviewing your plan, adjusting where needed, and including benchmarks.
Northwest Capital Management employs a dedicated team of client-centric financial advisors whose goal is to directly impact their clients’ ability to realize their dreams. The firm takes a hands-on approach to truly learn about each client, ensuring their strategy will match their needs.
Their fiduciary commitment to be completely transparent about all fees and to always put their clients’ best interests first means the client-advisor relationship starts on a solid foundation of trust.
With a team dedicated to financial education and a wide range of services for both individuals and organizations, Northwest Capital Management easily scores a 5-star rating as one of the top Portland, Oregon financial management firms to consider working within 2021-2022.
Springwater Wealth Management Review
Springwater Wealth Management has a mission to empower clients to feel financially comfortable and secure. This top-rated Oregon financial advisor has a Portland office located in nearby Beaverton, OR, and a Bay Area office in Santa Cruz, CA.
The firm is a fee-only wealth management firm in Portland that largely serves women and families while specializing in periods of transition and helping clients minimize their financial fears.
Key Factors That Enabled Springwater Wealth Management to Rank as One of the Best Financial Advisors in Portland, Oregon
Springwater Wealth Management has a detailed process for determining a client’s unique financial goals and building their personal financial strategy. A Portland financial advisor at Springwater will take new clients through the following steps:
- Discovery: Learning what is important to you and how these Portland financial planners can help address those items.
- Modeling: Your Portland financial advisor will create a model of your future, projecting inflation, taxes, returns, and more.
- Scenarios: Clients can consider several alternate “what if” scenarios.
- Stress Testing: Ensures that a retirement plan will be successful through changes like inflation, tax rates, longer lifespans, and more.
- Putting it All into Action: Provides an opportunity to review and plan implementation.
- Keeping It Current: Includes annual check-ins and updates as needed, and unlimited planning advice for wealth management clients.
Not only does this comprehensive process help keep things organized, but it also ensures that clients know exactly what is happening with their money at every stage of the financial planning process.
Divorce Financial Analysis
Going through a divorce is already an emotionally draining experience. It can also be financially chaotic, with many fears and unknowns that only add additional turmoil to an already tense situation.
A Portland wealth management firm can help you pick up the pieces of your financial life before, during, and after your divorce to minimize stress.
Among the staff of Portland financial advisors at Springwater Wealth are professionals with the CDFA™ certification, which stands for Certified Divorce Financial Analyst. With a background in law or finance, they can help individuals save time, money, and energy by providing guidance in:
- Settlement Negotiations
- Retirement Options
- Spousal Support/Child Support
- Tax Implications of Different Scenarios
Springwater is like a shelter in the storm for many of their clients going through significant life changes. These Portland financial planners work to empower clients and help them build a solid plan for the future.
With a fee-only structure, a specialty in life transitions, and a wide range of financial services, Springwater Wealth Management also earns a 5-star rating as one of the best financial advisors in Portland, Oregon to consider partnering with in 2021-2022.
Vision Capital Management, Inc. Review
Founded in 1999 by a mother-daughter team, Vision Capital Management, Inc. is a top Portland wealth management firm built upon client-driven values and customer service that goes a step beyond the norm.
This independent, fee-only financial advisory firm in Portland includes financial planning services with their investment management fee and believes in providing a fully integrated investment strategy.
Key Factors That Enabled Vision Capital Management, Inc. to Rank as One of the Best Financial Advisors in Portland, Oregon
Large, Talented Team
For many clients, an important quality of the best financial advisors in Portland, Oregon, is a firm that is well-qualified to handle a variety of financial challenges.
Throughout a financial planning relationship, needs and objectives are subject to change from one year to the next as life evolves, so having a team that can handle a wide variety of financial challenges is key.
To meet the ever-changing needs of their clients, Vision Capital Management maintains a dynamic team of financial advisors in Oregon that hold industry-leading certifications such as:
- CFP®—Certified Financial Planner
- CFA—Chartered Financial Analyst
- CPA—Certified Public Accountant
- CDFA—Certified Divorce Financial Analyst
- CMFC—Chartered Mutual Fund Counselor
- CPWA®—Certified Private Wealth Advisor
- IACCP®—Investment Advisor Certified Compliance Professional
Additionally, over half of the staff at Vision Capital Management are women, including principals, managers, and Portland financial advisors. In an industry where women are historically underrepresented, Vision Capital Management stands out as a firm committed to a talented and diverse team.
Best Wealth Management Firms in Portland, Oregon
Financial Planning Through Transitions
Whether positive or negative, major life transitions can be extremely disruptive to one’s financial health, especially if they happen without the helpful guidance of a Portland wealth management firm.
The Portland financial planners at Vision Capital Management can help its clients positively navigate through a variety of transitions, including:
- Getting Married
- Starting a Family
- Career Changes
- Blending Families
- Loss of a Loved One
- Selling a Business
- Passing Wealth to the Next Generation
- Selling Real Estate
- Approaching Retirement
- Inheriting Wealth
When developing wealth management strategies for life transitions, Vision Capital Management can easily connect and coordinate with other financial professionals that you may be working with to ensure that all plans are fully integrated.
Vision Capital Management acts as both a partner and advocate for their clients’ financial success. They simply believe that relationships matter and that the needs of their clients should come before all else.
Their talented team of financial advisors comes from a diverse range of backgrounds and holds industry designations and achievements. This ensures clients are working with an educated and talented financial partner.
With a variety of financial education resources, a fee-only structure, and a broad array of services, Vision Capital Management earns a 5-star rating as one of the best financial advisors in Portland, Oregon to consider partnering with in 2021-2022.
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Vista Capital Partners Review
Driven by the question, “What would I do if it were my money?”, Vista Capital Partners is a top Portland, Oregon financial advisory firm that uses academic evidence, rather than hype, to guide their clients’ financial plans.
The firm is an independent fee-only wealth manager in Portland that was founded in 2001. Their unique company culture includes quality people, a strong investment philosophy, and personalized client service.
Key Factors That Enabled Vista Capital Partners to Rank as One of the Best Portland Wealth Management Firms
The Vista Advantage
As a client of this top-rated Portland wealth management firm, you’ll go through a detailed, personalized process called “The Vista Advantage.” This process includes 3 key pillars of their award-winning approach to financial management:
During this stage, your Portland wealth management professional will discuss your goals and any financial questions that you may have about your future. The planning stage covers a variety of financial topics including retirement, education funding, protecting your wealth, diversifying a dynamic portfolio, and philanthropic goals.
Portfolios are constructed based upon Nobel Prize-winning research, focusing on overlooked asset classes that are disciplined, diversified, and low-cost, as well as products that have systematically rewarded investors with higher returns.
In this stage, your Portland financial advisor will help you look at your entire financial picture to ensure that your long-term financial health continues to grow and allow you to live a prosperous life.
Wide Range of Services
Integrated financial management is made easier when your financial advisor provides multiple complementary services.
Financial goals and plans are also subject to fluctuations over time, further stressing the importance of working with a wealth management firm in Portland that can address multiple aspects of your financial life.
To that end, Vista Capital Partners can help their clients address a wide range of financial challenges, including:
- Planning for Business Owners
- Preparing for Retirement
- Leaving a Legacy
- Diversifying a Concentrated Position
- Building a Charitable Legacy
- Sensible Tax Management
All advice that Vista Capital Partners provides their clients with starts from the premise of what they would do if it were their money being invested. This ensures thoughtful financial planning that is optimized according to years of academic research.
This Portland financial planning firm is also community-focused, sponsoring an essay contest that awards a $2,500 college scholarship, donating a percentage of their profits to charitable causes, and volunteering in the community.
With an in-depth investment approach, an experienced team, and a unique approach to financial planning, Vista Capital Partners scores a 5-star rating as one of the best Portland wealth management firms to consider partnering with in 2021-2022.
Interactive Wealth Advisors Review
Committed to helping clients reach financial freedom, Interactive Wealth Advisors is a top-rated financial planning firm that serves clients in Portland and the surrounding areas. The firm’s goal is to help people build, manage, grow, and protect their assets.
The firm is a fee-only Oregon wealth manager that does not accept any outside incentives or commissions, giving clients the security of knowing all their advice is completely objective and without any hidden agendas.
Key Factors That Enabled Interactive Wealth Advisors to Rank as a Top Financial Planner in Portland
People often think that retirement planning is all about accumulating assets, but it’s also about how to properly manage your assets to ensure a retirement that’s comfortable and can last throughout a long lifespan.
These expert financial planners in Portland help you formulate a plan that can address important retirement factors, such as:
- How will your investments perform?
- What types of health care costs will you face?
- Will you need to go into a long-term care facility?
- How drastically will your assets be impacted by inflation?
And perhaps the most difficult question: Will I outlive my retirement funds?
The team of Portland financial advisors at Interactive Wealth Advisors can help you answer all of the above questions and prepare you for a variety of retirement scenarios. Their well-planned strategies for retirement are built around both your current reality and your post-retirement objectives.
Components that they help integrate into your overall financial plan include:
- Tax-Smart Investing
- Sources of Retirement Income (i.e. retirement plans, pension plans, Social Security)
- Spending Plan (that takes into consideration the standard of living you desire and potential market conditions)
- Estate Planning Needs
2021-2022 Best Wealth Management Firms in Portland
Some of the best financial plans are derailed due to unexpected life changes. When your personal life is thrown into chaos, alerting your Portland financial advisor to your life changes as soon as possible can help ensure your financial plan is adjusted accordingly.
The expert advice of a Portland wealth management firm can help you take an honest assessment of your situation before making any catastrophic financial choices.
Interactive Wealth Advisors can help you financially navigate personal life events. Their Oregon financial advisors can assist you with:
- Sudden Changes in Wealth
- Marriage or Divorce
- Birth or Death of a Loved One
- Career Changes
- Other Instances of Personal, Financial, or Professional Upheaval
No matter what kind of transition a client is going through, Interactive Advisors is at their side and ready to help them evaluate, invest, insure, plan, act, and enjoy the life that good financial planning can enable.
Interactive Wealth Advisors provides a comprehensive approach to financial planning that many Portland residents find inviting and easy to understand. Their fee-only, independent status also creates a foundation of trust and transparency.
Although Interactive Wealth Advisors has much to offer clients, we found that the firm’s website is still being served over HTTP which is an insecure protocol. Trust and security are both major factors in any client’s decision, therefore providing a safe HTTPS (SSL certified) website is extremely important for any business.
Because of the website protocol issues, we’ve rated the firm 3-stars.
New Outlook Financial, LLC Review
New Outlook Financial, LLC is an investment advisory firm that specializes in helping individuals, families, and small organizations integrate their finances with their values. This innovative Oregon financial advisor has two offices, one in Portland, Oregon, and one in Missoula, Montana.
The firm is a fee-only financial advisor that offers hourly rates, providing flexibility for clients to utilize their services as much or as little as they need. They enjoy working with clients from “all walks of life” to guide them toward a stable financial future.
Key Factors That Enabled New Outlook Financial, LLC to Rank as a Top Wealth Management Firm in Portland
Financial Planning & Investment Advisory Services
As a top wealth management firm in Portland, New Outlook Financial offers comprehensive personal finance guidance suited to just about anyone. Their approach helps clients identify their goals and challenges and create a financial strategy that is in line with their personal values.
Oftentimes, there’s a fear that successful wealth management has to be separated from a person’s values, but the right wealth manager in Portland can help ensure both are perfectly aligned.
All of this top-rated Portland financial advisor’s services are provided under the umbrella of their fiduciary standard, meaning they’re legally bound to always act in the best interests of their clients.
Additionally, the firm is a member of Garrett Planning Network (GPN) an international network of fee-only financial planners.
You’ll have several financial service options under one roof when working with these Portland financial advisors, including:
- Retirement Planning Strategies
- Cash Flow/Spending Planning
- Debt Management Planning
- College Funding Advice
- Stock Option Advice
- Pension Distribution Advice
- Life and Disability Insurance Needs Analysis
- Second Opinion of Current Financial Plan
- Financial Seminars
Socially Responsible Investing
As a value-driven wealth management firm in Portland, New Outlook offers clients access to socially responsible investing (SRI) techniques. This allows clients to grow their wealth by supporting the success of companies that they are ideologically aligned with.
For clients that wish to invest in companies that they believe are positively contributing to society, socially responsible investing is a great fit. The financial advisors at New Outlook research companies extensively to ensure that clients grow and preserve their wealth in an ethical manner matched with their values.
New Outlook assists clients with engaging in socially responsible investing by focusing on the following factors:
- Research & Screening
- Community Investing
- Shareholder Advocacy
- Social Venture Capital
Clients looking for a Portland financial advisor that’s a little different than the rest and that supports sustainable values will appreciate working with New Outlook Financial. It offers clients a flexible hourly rate, allowing people from all wealth levels to benefit from expert financial guidance.
The team at New Outlook doesn’t only help clients with socially responsible investing, they are also committed to sustainability as a business. The firm incorporates several practices to reduce the size of its footprint on the planet, such as minimizing paper use and commuting by bike or public transportation.
With a planet-friendly style, a welcoming approach, and the ability to handle multiple financial needs, New Outlook Financial is a solid financial advisor in Portland to partner with.
However, due to the firm’s website looking a bit outdated (compared to other Portland financial advisors) and for the fact that at the time of writing this article it’s still being served over the insecure HTTP protocol, we’ve awarded a firm 3-star rating for 2021-2022.
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Conclusion – 9 Best Financial Advisors in Portland, Oregon for 2021-2022
Now that you’ve got a list of these 9 well-respected firms as a jumping-off point, your next step would be to hone the list down further to approximately half. Then you should meet with the firms you consider good contenders to handle your money.
Most of the Portland financial planning firms on our 2021-2022 ranking offer free initial consultations. To make your meeting with the firm as helpful as possible, you’ll want to bring along the following:
- A list of your income and assets
- A list of your expenses and debts
- A list of your future goals and objectives
- A list of questions you have for the Portland financial advisors
After that initial meeting, you should have a better idea of which wealth management firm stands out to you and that you want to work with. Then it’s time for your advisor to take on the heavy lifting when it comes to your financial future and work to make it a prosperous one. Best of luck!
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