Financial Advisors in or around Portland, Oregon

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Oregon >   Portland 

Premium Financial Advisors Listing

Alan Benson, Financial Advisor from Portland, Oregon

Alan Benson

Distance: 4 miles

Our Firm's philosophy-"Serve First, Last and Always"- was conceived over 60 years ago by legendary manager Stuart Smith and still drives out business today. As part of this philosophy:* We provide solutions and alternatives, but each client makes the final decisions about their own financial future* Each financial plan is systematically reviewed to...

Greg Bowen, CFP®, ChFC®, Financial Advisor from Portland, Oregon

Greg Bowen, CFP®, ChFC®

Distance: 5 miles

My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to generate strong returns while reducing the level of risk that is found in most stock a...

Jeff Vass, Financial Advisor from Portland, Oregon

Jeff Vass

Distance: 5 miles

The investment climate may never have been more exciting or more challenging than it is today. To take advantage of all available opportunities, I feel investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding...

Kerry Poulson, Financial Advisor from Portland, Oregon

Kerry Poulson

Distance: 5 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Christian D'Urso, Financial Advisor from Portland, Oregon

Christian D'Urso

Distance: 6 miles

Our mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust. We will always deliver the highest quality service as we help our clients secure their financial future. Our code of values will always place our client’s best interests ahead of our own....

Kerry Poulson, Financial Advisor from Portland, Oregon

Kerry Poulson

Distance: 12 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Ed Heissler, CFP®, ChFC®, CFEd®, Financial Advisor from Portland, Oregon

Ed Heissler, CFP®, ChFC®, CFEd®

Heissler Financial, LLC

Retirement Planning is the process of meeting your desire of financial independence throught the proper management of your finances. The process consists of six steps that help you understand where y...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only