RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN PORTLAND, OREGON
2018 Ranking: Finding the Best Financial Advisors in Portland, Oregon
Finding a top financial advisor in a city as diverse and broad-based as Portland can be a daunting undertaking – especially if you are unfamiliar with the wealth management and financial advisory landscape.
Portland financial planners can offer a wide range of services. One top Portland wealth management firm alone may offer financial planning, retirement advice, investing strategy, and more. Parsing through all of these firms and services to find the best company for you can feel overwhelming.
Even one simple questions like, “Who is the best financial advisor in Portland?” raises several other follow-up questions, like:
- Which Portland advisor should you choose?
- Where do you find a top wealth management firm in Portland?
- What do Portland financial planners charge? What services do they provide, and what can they do for you?
And overall, what criteria should you apply to finding a top financial advisor in Portland, Oregon that’s just right for you?
While we cannot recommend “THE” advisor for you, this review has been carefully crafted to provide you with enough information so that you can commence your search for the right financial advisor in Portland, Oregon.
Award Emblem: Top 8 Best Financial Advisors in Portland, Oregon
Top 8 Best Financial Advisors in Portland, Oregon | Brief Comparison & Ranking
|Top Wealth Management Firms in Portland||Highlighted Features||Ratings|
|Confluence Wealth Management||Wealth Lifecycle Planning||5|
|Hausman Advisors||Evidence-based investing||5|
|Interactive Wealth Advisors||Comprehensive retirement planning||5|
|New Outlook Financial, LLC||Socially responsible investing||5|
|Springwater Wealth Management||Divorce financial analysis||5|
|Vision Capital Management, Inc.||Diverse, talented team of Oregon financial advisors||5|
|Vista Capital Partners||The Vista Advantage||5|
|Beacon Rock Partners||Specialized consultations for specific financial concerns||3|
Table: Top 8 Best Financial Advisors in Portland, Oregon | Above list is sorted by rating
Tips for Selecting the Best Portland Financial Advisors
When it comes to choosing the best Portland financial advisor, there are plenty of firms to choose from. With so many options to consider, how can you narrow the search?
First, take a close look at what each financial advisor in Portland, Oregon has to offer, and match those services up with your own personal financial goals.
Are you planning for retirement? Have you recently changed jobs? Do you have a recent inheritance or an impending divorce that will affect your financial future?
As you will see in the following reviews for Portland financial planners, each Portland financial advisor specializes in varying areas of financial planning and wealth management.
If your needs are of a broader nature and you wish to have peace of mind through simple yet comprehensive financial planning, you may be well-suited with a Portland financial planner that offers a broader range of services.
Once you’ve narrowed down your choices to a select few of these top-ranking Portland wealth management firms, see if any of your selected advisors offers an introductory consultation session.
Whether it’s a free or paid consultation, this can be a good way to “feel out” a prospective financial advisor in Portland, Oregon before committing to their services.
Best Wealth Management in Portland
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 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.
- Beacon Rock Partners
- Confluence Wealth Management
- Hausman Advisors
- Interactive Wealth Advisors
- New Outlook Financial, LLC
- Springwater Wealth Management
- Vision Capital Management, Inc.
- Vista Capital Partners
Click below for previous years’ rankings:
- 2016 Review: Top 7 Financial Advisors in Portland, Oregon
- 2017 Review: Top 8 Best Financial Advisors in Portland, Oregon
Beacon Rock Partners Review
Beacon Rock Partners, an independent wealth management firm in Portland, Oregon, specializes in personal financial planning, investment advisory, consultations, and investment counseling services.
Beacon Rock Partners is only a team of two, but we have included them on our list for the range of services they provide and the fact that they are a fee-only Portland wealth management firm.
Key Factors That Enabled Beacon Rock Partners to Rank as a Top Wealth Management Firm in Portland
While the team of Portland financial advisors at Beacon Rock Partners may be small, they bring an impressive range of industry experience to the table. The team includes:
- Eric R. Lochner, CFP®—Over two decades of experience in financial planning, asset management, marketing, consulting, and product planning
- Brian W. Hicks, J.D., CFP®—Nearly a decade of experience in estate planning and tax counsel
Both financial advisors carry the CFP® designation, which comes with strict fiduciary and ongoing education requirements, demonstrating a firm commitment to industry excellence.
Range of Services Offered
As a top Portland wealth management firm, Beacon Rock Partners offers a variety of financial planning and wealth management services:
- Personal Financial Planning—Features attention to detail, personalized attention, no minimum amount of investable assets, and fixed fee or hourly basis payment
- Investment Advisory Services—Portfolio management services and strategies customized for risk tolerance, liquidity needs, income needs, and financial objectives
- Specialized Consultations on Specific Issues—Provides guidance and expertise for financial concerns like education funding and real estate transactions
- Financial Education and Investment Counseling for Retirement Plans—Education, advice, and assistance for employees regarding investment options, retirement goals, and strategies
Although Beacon Rock Partners may be smaller than competing firms offering wealth management in Portland, this insular size can be beneficial for many clients.
Boutique firms often offer personalized, one-on-one attention that larger firms cannot match, making Beacon Rock Partners ideal for those seeking to maintain long-term relationships with their Portland financial planners.
In terms of how their services are communicated to clients, however, our review found that Beacon Rock Partners provides substantially less detail on their financial capabilities than competing firms, which could make it challenging for new clients to fully evaluate the firm.
By adding more information about specific financial services—particularly when it comes to Personal Financial Planning—Beacon Rock Partners could easily improve both their value proposition to new clients and their rating as a top financial advisor in Portland, Oregon.
Confluence Wealth Management Review
The firm boasts decades of experience, personalized solutions, and non-stop support to help their clients succeed in a variety of goals and challenges for wealth management in Portland.
Key Factors That Enabled Confluence Wealth Management to Rank as a Top Portland Wealth Management Firm
Wealth Lifecyle Planning
Confluence’s wealth planning process is based on what is known as “the wealth lifecycle,” which is divided into three stages: acquiring, growing, and securing wealth.
These Portland financial planners help individuals protect every aspect of their personal wealth lifecycle.
Whether you have just come into wealth or are trying to grow wealth that has already been established, it’s a huge mistake to think that it means you will be wealthy forever.
There is serious work involved in protecting and securing your wealth, which is why most high-net-worth individuals secure the services of a Portland wealth management firm.
Areas where the Portland financial advisors at Confluence can help you include:
- Financial Planning
- Investment Management
- Tax Planning
- Risk Management
- Retirement Planning
- Estate Planning
- Charitable Gifting
Comprehensive Wealth Management
A Portland financial advisor at Confluence can help clients set up a robust wealth management strategy. This strategy will depend on your goals for your money and where you stand in the wealth lifecycle.
Since Confluence offers a collection of diverse services, your advisor will help you determine what combination will best suit your needs and goals.
The great thing about this wealth management firm in Portland is that they are happy to work alongside any professionals that are currently advising you. They are committed to ensuring all elements of your wealth management strategy can work together smoothly.
Individual services offered by this Portland wealth management firm include:
- Asset Allocation/Investment Strategy
- Cash Flow Management
- Charitable Gifting
- Education Planning
- Estate Planning
- Financial Planning
- Income Distribution
- Investment Management
- Retirement Planning
- Risk Management
- Tax Planning
Best Portland Wealth Management Firms
This Portland financial advisor is also invested in supporting and improving communities in the area. Some of the organizations they support include:
- Asian Health & Service Center
- Beaverton High School Fundraising Committee
- Boy Scouts of America
- OSU Alumni Association
- Legacy Health Foundation
- William Temple House
They are also involved in a number of organizations and initiatives within the local business, sports, and arts industries.
As an independent, fee-only advisor, Confluence Wealth Management provides clients with a solid foundation of trust and transparency—two key elements of any successful financial planning relationship.
With a large, experienced team, a wide range of services, and a client-centric approach, Confluence Wealth Management is one of the best financial advisors in Portland, Oregon to consider partnering with this year.
Hausman Advisors Review
Hausman Advisors is a Portland wealth management firm that is dedicated to bringing financial clarity to clients’ lives. Their mandate is to reduce financial stress, help their clients build confidence about their finances, and make financial decision making clearer and easier to understand.
Hausman Advisors is only a team of two, but we have included them on our list for the range of services they provide and the fact that they are a fee-only wealth management firm in Portland.
Key Factors That Enabled Hausman Advisors to Rank as a Top Wealth Management Firm in Portland
Hausman Advisors strives to be your “Personal Wealth Engineer.” It’s a fitting name, since these Oregon financial advisors are responsible for puzzling out how to support your wealth and secure it so that it is preserved for both yourself and your family.
Their Portland financial advisors take the time to get to know you and your family, and come up with a detailed financial plan that can help you:
- Enhance your wealth through strategic investments
- Protect your wealth through targeted risk management
- Transfer wealth through legacy planning
- Donate wealth through tax-favored charitable giving
These financial planners in Portland also work together with other experts and even your own financial consultants, including accountants and attorneys, to make decisions that work in you and your family’s best interests.
An investor’s worst enemy is often themselves. Emotion-based investing decisions often lead to catastrophic 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.
Scientific investing is what Hausman Advisors emphasizes when helping their clients.
This wealth management firm in Portland concentrates on evidence-based planning that helps clients work steadily towards their long-term goals while minimizing the amount of risk involved. The fundamental tenets of this approach to smart investing are:
- 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 preserve their wealth. While this approach works for most situations, they are aware that sometimes there are 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 problems. Sometimes, this unique circumstance is more unexpected than it is complicated, like the death of a spouse or a career change.
Whatever the case may be, these Oregon financial advisors come equipped with the expertise needed to help adjust a financial plan with the following specialized services:
- Imminent Issues—A pressing 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 it may take time to determine whether their services are a good fit, and can be flexible when matching a client’s desired pace
Although the team of these Portland financial advisors may be small, Hausman Advisors offers clients the unique benefit of a boutique approach, ensuring individualized attention and the opportunity to create a long-term, personal relationship with a wealth management firm.
For many clients, this personalized approach is a great way to ensure that concerns are heard, questions are addressed, and communication stays open throughout the advising relationship.
With a fee-only structure, a client-centric commitment, comprehensive service, and an engaging website, Hausman Advisors is one of the best financial advisors in Portland, Oregon to consider partnering with this year.
Interactive Wealth Advisors Review
As a fee-only Registered Investment Advisor (RIA), Interactive Wealth Advisors is legally required to always act in its clients’ best interests and does not get compensated through the products it offers.
Most importantly, you’ll always know upfront exactly what you’re paying the firm and don’t have to worry about hidden fees.
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 putting away enough money for when they finish working. While this is a large part of the picture, it is by no means the entire picture. Exclusively focusing on this aspect can lead to difficulties in retirement.
The other important factor is how you will be spending this money in retirement. Figuring this out is easier said than done, because there are so many factors that are difficult to plan for, like:
- How will your investments perform?
- What kind of health care costs will you face?
- Will you need to go into a long-term care facility?
- How drastically will your assets be affected by inflation?
And perhaps the most difficult question: Will I outlive my retirement funds?
The team of Portland financial planners at Interactive Wealth Advisors can help you answer all these questions and prepare for a variety of retirement scenarios. They can also help you with:
- 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
Some of the best financial plans are derailed due to dramatic life changes. When your personal life is thrown into turmoil, alerting your Portland financial advisor to your life changes as quickly as possible can ensure your financial life isn’t thrown into chaos as well.
The expert advice of a Portland wealth management firm can help you make a sober 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 help you deal with:
- Sudden changes in wealth
- Marriage or divorce
- Birth or loss 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 ready to help them Evaluate, Invest, Insure, Plan, Act, and Enjoy their finances.
Best Financial Advisors in Portland, Oregon
As a fee-only Portland financial advisor with a strong commitment to independence, Interactive Wealth Advisors provides clients with the benefits of transparency and integrity—two key components of any successful financial planning relationship.
With comprehensive planning for investments, retirement, and life transitions, Interactive Wealth Advisors is one of the best financial advisors in Portland, Oregon to consider partnering with this year.
New Outlook Financial, LLC Review
New Outlook Financial, LLC is a wealth management firm in Portland that works with individuals, families, and small organizations to craft financial plans to meet their personal or business goals.
As a fee-only firm offering wealth management in Portland, New Outlook provides objective, independent advice that puts your best interests above any sales quota.
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 to individuals from all walks of life. Their approach helps clients identify their goals and create a financial plan that is in line with their personal values.
Oftentimes, there’s a fear that successful wealth management has to be divorced from a person’s values, but the right wealth manager in Portland can help you make sure these two things work in tandem.
A few of the services provided by this Portland financial advisor include:
- 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 your current financial plan
- Financial Seminars
Socially Responsible Investing
As a value-driven wealth management firm in Portland, New Outlook provides clients with access to socially responsible investing (SRI) techniques. This allows clients to grow their wealth without profiting from the success of companies that they are ideologically opposed to.
For clients that want 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 can conduct research to ensure that clients grow and preserve their wealth in an ethical manner.
New Outlook helps clients engage in socially responsible investing by focusing on the following factors:
- Research & Screening
- Community Investing
- Shareholder Advocacy
- Social Venture Capital
Commitment to Sustainability
It’s only natural that a firm committed to helping clients invest in socially and environmentally responsible companies would be those things as well.
New Outlook is a financial advisor in Portland that has provided a detailed outline of its commitment to sustainability. They have made details of their action plan available on their website, and it includes:
- Using 100 percent recycled or FSC paper
- Minimizing the use of paper
- Bicycling or using public transportation
- Using Energy Star rated office machines
- Encouraging digital document exchange when appropriate
- Choosing sustainable vendors and suppliers where possible
For clients that want a value-driven financial planner in Portland, New Outlook Financial is a great fit.
Not only does the firm demonstrate a value-centric proposition through a fee-only, transparent structure, but they also support socially conscious investing and business practices throughout all stages of financial planning.
Springwater Wealth Management Review
The Portland financial planners at Springwater provide comprehensive wealth management and financial planning services for families and women, with a specialty in helping clients who have gone through a recent transition that may affect their financial situation.
Key Factors That Enabled Springwater Wealth Management to Rank as One of the Best Financial Advisors in Portland, Oregon
Springwater Wealth Management has a specific process for determining a client’s financial goals and building their financial plan. A Portland financial advisor at Springwater will take a new client through the following steps:
- Discovery—Learning what is important to you and how a Portland financial planner can help
- Modeling—Your Portland financial advisor will build a model of your future, projecting inflation, taxes, returns, and more
- Scenarios—Clients can consider alternative “what if” scenarios
- Stress Testing—Ensures that a retirement plan will work through changes like inflation, tax rates, longer lifespans, and more
- Putting It All Into Action—Provides an opportunity for review and plan implementation
- Keeping It Current—Includes annual check-ins and revisions, and unlimited planning advice for wealth management clients
Not only does this process keep things organized, it also ensures that clients know exactly what is going on at every stage of the financial planning process.
Divorce Financial Analysis
Going through a divorce is already an emotionally traumatic experience. It can also be financially chaotic, and that only adds additional turmoil to an already unpleasant situation.
A Portland wealth management firm can help you pick up the pieces of your finances before, during, and after your divorce.
Among this staff of Portland financial planners 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
Top Portland Wealth Management Firms
As a top Portland financial advisor, Springwater Wealth Management offers comprehensive financial services and a transparent, fee-only structure, laying a strong foundation for long-term financial planning relationships.
Additionally, the team of Portland financial advisors is highly credentialed, bringing an array of highly recognized industry certifications to each wealth management engagement.
With a fee-only structure, an experienced team, and a wide range of services, Springwater Wealth Management is one of the best financial advisors in Portland, Oregon to consider partnering with this year.
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Vision Capital Management, Inc. Review
Vision Capital Management, Inc. is an independent, majority female-owned Portland financial advisor offering financial planning and investment management to individuals and institutions.
As a fee-only firm, the Portland financial planners at Vision Capital Management are not incentivized to recommend certain investments, allowing for a wider range of low-cost, diversified options.
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, part of finding the best financial advisors in Portland, Oregon, is finding a firm that is well-qualified to handle a variety of financial challenges.
Over the course of a financial planning relationship, goals are needs are subject to change from year to the next, emphasizing the importance of finding a Portland financial planner with a wide range of skills and capabilities.
To meet the ever-changing needs of their clients, Vision Capital Management maintains a dynamic team of financial advisors in Oregon, carrying industry-leading certifications like:
- 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
Additionally, nearly 60 percent 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 maintaining a talented, diverse team.
Financial Planning Through Transitions
Whether good or bad, major life transitions can be extremely disruptive to one’s financial health—especially without the guidance of a Portland wealth management firm.
The Portland financial planners at Vision Capital Management can help their clients effectively navigate through a variety of transitions, including:
- Getting married
- Starting a family
- Changing careers
- Blending families
- Death of a loved one
- Selling a business
- Passing wealth to the next generation
- Selling real estate
- Approaching retirement
- Inheriting wealth
When creating wealth management strategies for life transitions, Vision Capital Management can easily connect and coordinate with other financial professionals to ensure that clients can confidently move forward.
As an independent, fee-only firm, Vision Capital Management provides clients with the peace of mind to know that their financial health, needs, and objectives will always come first and foremost.
Not only does this promote transparency, but it also instills trust, both key elements in creating and maintaining successful long-term financial planning relationships.
With a talented, diverse team of financial advisors in Oregon and a comprehensive range of financial capabilities, Vision Capital Management is one of the best financial advisors in Portland, Oregon to consider partnering with this year.
Vista Capital Partners Review
The Portland financial advisors at Vista provide retirement planning, investment management, and tax strategies to individuals, trusts, estates, corporations, and more.
Key Factors That Enabled Vista Capital Partners to Rank as One of the Best Portland Wealth Management Firms
The Vista Advantage
As a top Portland wealth management firm, Vista Capital Partners provides all clients with a detailed, personalized process that they call “The Vista Advantage.” This includes:
During this stage, your Portland wealth management professional will discuss your goals and any financial questions that you may have about your future. This includes retirement, education funding, protecting your wealth, diversifying an exciting portfolio, and philanthropic goals.
Portfolios are constructed based on Nobel Prize-winning research, focusing on overlooked asset classes that are disciplined, diversified, and low-cost.
In this stage, your Portland financial advisor will help you look at your complete financial picture to ensure that your long-term financial health continues to grow and allow you to live a prosperous life.
Vista Capital Partners – Portland, Oregon
Wide Range of Services
Financial goals and plans are subject to fluctuate over time, stressing the importance of partnering with a wealth management firm in Portland that can address multiple aspects of your financial health.
To that end, Vista Capital Partners can help their clients address the following financial challenges:
- Planning for business owners
- Preparing for retirement
- Leaving a legacy
- Diversifying a concentrated position
- Building a charitable legacy
- Sensible tax management
As an independent, fee-only investment advisory firm, Vista Capital Partners provides their clients with transparency and trust, two key elements in any successful financial planning relationship.
With additional benefits like comprehensive services, a large team, and an in-depth approach, Vista Capital Partners is one of the best Portland wealth management firms to consider partnering with this year.
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Conclusion – Top 8 Best Financial Advisors in Portland, Oregon
Here are a few tips on how you can leverage the information in this publication to find the Portland financial planner, wealth manager, or financial advisory firm that is right for you:
- Assess your financial goals and objectives and consult with family members if need be.
- Review your list of financial goals and identify the three most important services that you would like to be offered by your ideal Portland financial advisor.
- Review this list of the top financial advisors in Oregon to identify which firms offer the services that are most important to you for effective wealth management in Portland.
- Once you have a short list of 1-3 financial planners in Portland that meet your criteria, the next step is to reach out and schedule a brief consultation to determine whether the relationship will be a good fit.
Finding the right Portland financial planner, wealth manager, or financial advisory firm for you may take time, but improving your financial health will be well worth the effort.
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