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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Portland, Oregon, has a robust economy driven by technology, manufacturing, and a growing green energy sector. The city's thriving tech industry, robust job market, and no state sales tax make it an appealing destination for professionals and retirees alike. However, navigating financial decisions-whether for retirement, investments, or estate planning-can be complex, making the guidance of an experienced financial advisor in Portland invaluable.
With over 1,200+ financial advisors in Portland, OR, finding the right professional to meet your specific needs can prove to be a difficult task. WiserAdvisor makes this process easier by matching you with 2-3 vetted Portland financial advisors who can create a personalized financial plan for your specific needs. Whether you're looking for a certified financial planner in Portland for retirement planning, wealth management, or long-term financial strategies, we can help you find a suitable match.
We have maintained a trusted directory of fiduciary advisors who meet strict industry standards over the past two decades. Every financial advisor in Portland, Oregon, within our network, is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a suitable financial planner in Portland who understands your unique financial situation and can help you build, protect, and grow your wealth for long-term success.
Portland
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Portland,
Oregon
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Portland,
Oregon
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Portland, Oregon.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 22 Years | Not Specified | $500,000 | Fee-Only | |
|
Edelman Financial Engines, LLC
203 SE Park Plaza Drive, Park Tower II, Suite 115, Vancouver, WA 98684 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
1601 Officers Row,
Vancouver,
WA
98661
Phone Number
360-823-0477
Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S. Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor. On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.
As an independent, fee-only Registered Investment Advisor (RIA), we offer customized financial solutions that help you maintain your lifestyle throughout life's transitions, personal and professional milestones, retirement, legacy goals, and more. All our wealth management services are rooted in making recommendations that serve your best interests, not ours. Our proactive, high-touch approach is a good fit if you're seeking to optimize your life's opportunities and avoid the mishaps that interfere with progressing toward your personal goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
203 SE Park Plaza Drive, Park Tower II,
Suite 115,
Vancouver,
WA
98684
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 112 | 126310 | $34,385,256,113 | A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT) |
|
| 9 | 73 | $25,897,235,362 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 60 | 4068 | $8,394,137,837 | A percentage of AUM |
|
| 142 | 19 | $5,283,396,280 | A percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.) |
|
| 40 | 27667 | $5,001,681,150 | A percentage of AUM, Fixed fees |
|
| 33 | 1893 | $4,613,776,609 | A percentage of AUM, Hourly charges |
|
| 706 | 9871 | $4,513,584,910 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 28 | 3 | $2,986,840,963 | A percentage of AUM |
|
| 12 | 340 | $2,474,201,625 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
|
| 32 | 2900 | $2,445,045,898 | A percentage of AUM |
|
| 23 | 8 | $2,159,591,898 | A percentage of AUM, Performance Based |
|
| 29 | 2982 | $1,977,399,614 | A percentage of AUM, Fixed fees |
|
| 15 | 68 | $1,883,200,000 | A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMENT) |
|
| 20 | 1514 | $1,657,763,372 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 22 | 1384 | $1,410,908,388 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
Portland financial planners have to consider the city's housing market when devising a financial plan for the local residents due to significant increase in housing prices, making real estate investment and housing affordability key considerations. They also have to take into account urban growth boundaries which affect property values and development opportunities, impacting long-term investment strategies. Further, since Portland is home to robust technology, manufacturing, and craft beer industries, these industries offer unique investment opportunities to the local residents.
Financial advisors in Portland, Oregon develop retirement strategies that consider Portland's rising housing costs and overall living expenses to ensure sufficient retirement income. They also help navigate Oregon's tax policies, including income and property taxes, to optimize retirement savings. In addition, a financial planner in Portland will help leverage local investment opportunities to further boost your investment portfolios.
Fees typically vary based on the experience, services and credentials of financial advisors in Portland:
Financial advisors in Portland, OR, must comply with Oregon's regulatory requirements for financial professionals and abide by SEC and Department of Labor guidelines, including fiduciary responsibilities.
To ensure compliance, verify your advisor's credentials using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure tool. You may corroborate the advisor's employment history, licenses, qualifications, and any disciplinary actions.
You may also find a qualified advisor by using WiserAdvisor's free match tool. This tool connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and hold clean records with FINRA and the SEC.
WiserAdvisor is a trusted platform that maintains a directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in your area based on your financial needs.
When choosing a top Portland financial advisor, look for qualifications that demonstrate expertise and ethical standards.
Portland financial advisors assist businesses by ensuring compliance and adherence to federal, state, and local tax laws. They also help identify deductions, credits, and incentives to minimize tax liabilities. Additionally, they advise on business structures and transactions to optimize tax outcomes.
Certified financial planners in Portland typically provide detailed portfolio performance reports that contain exhaustive analyses of investment returns and asset allocations. They also offer comprehensive overviews of financial statements, including income, expenses, assets, and liabilities. Further, the advisor also provides tax reports containing summaries of taxable events and guidance for tax filings.
Regular communication with your financial advisor is crucial to ensure your financial plan remains aligned with your goals and adapts to any life changes. While the frequency of meetings can vary based on individual needs, ensure that you schedule a comprehensive review of your financial plan once a year to assess performance and make necessary adjustments, if needed. You may also schedule semi-annual or quarterly meetings based on the complexity of your financial situation or if any significant life events (e.g., retirement, inheritance, career changes), have taken place
