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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Beaverton
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
22
non-vetted advisors in your local area. These financial advisors in
Beaverton, Oregon
have an average of
28
years of experience.
NOTE: The list of financial
advisors in
Beaverton, Oregon
mentioned below do 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
Beaverton, Oregon.
| Qualified Financial Advisors in Beaverton, Oregon | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Greg Bowen
CFP®, ChFC® MARINER WEALTH ADVISORS 8050 SW Pfaffle St. #100, 503-620-5236, Portland, OR 97223 |
28 | 150000 | Not Specified | Fee-Based |
Qualifications
CRD# 2328903
Firm CRD# 10299
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR
97223
Phone Number
503-620-5236
Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals. Prior to joining Mariner Wealth Advisors, he was a financial advisor and a managing principal for Cascadia Wealth Management. Greg is a member of the Financial Planning Association. He is also a registered representative with MSEC Personal Interests Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.
Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Beaverton, Oregon (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| NBC CAPITAL ADVISORS
8625 Sw Cascade Ave., , Suite 410, Beaverton, OR 97008 |
$516,048,784 | 1651 |
A percentage of AUM Fixed fees Commision Based |
| CROSS FINANCIAL ADVISORS
16100 Nw Cornell Road #240, Beaverton, OR 97006 |
$339,791,825 | 2295 |
A percentage of AUM Hourly charges Fixed fees |
| SPRINGWATER WEALTH MANAGEMENT, LLC
6600 Sw 105th Avenue , Suite 155, Beaverton, OR 97008 |
$190,904,191 | 507 |
A percentage of AUM Hourly charges Fixed fees |
| DEFINED WEALTH MANAGEMENT, LLC
8625 Sw Cascade Ave. , Suite 410, Beaverton, OR 97008 |
$173,439,394 | 385 |
A percentage of AUM Fixed fees |
| CAPITOL FAMILY OFFICE, INC.
1500 Nw Bethany Blvd. , Suite 280, Beaverton, OR 97006 |
$150,553,422 | 630 |
A percentage of AUM Fixed fees |
| GRANGE CAPITAL, LLC
6600 Sw 105th Ave, , Suite 220, Beaverton, OR 97008 |
$139,575,000 | 516 |
A percentage of AUM |
| ROI FINANCIAL
14675 Sw Millikan Way, Beaverton, OR 97003 |
$137,668,107 | 715 |
A percentage of AUM Hourly charges Fixed fees |
| NORTH RIDGE WEALTH ADVISORS, INC.
8285 Sw Nimbus Avenue , Suite 155, Beaverton, OR 97008 |
$130,177,138 | 442 |
A percentage of AUM |
| CEDAR FINANCIAL ADVISORS, LLC
3853 Sw Hall Boulevard, Beaverton, OR 97005-2049 |
$121,385,291 | 420 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Gail Harrower Inquire with Gail |
9665 SW Allen Blvd, Ste 115, Beaverton, OR 97005 | 503-619-4600 |
| Matthew Brodsky Inquire with Matthew |
9665 SW Allen Blvd, Ste 115, Beaverton, OR 97005 | 503-567-7874 |
| Stephen M Aaron Inquire with Stephen |
9665 SW Allen Blvd, Ste 115, Beaverton, OR 97005 | 503-619-4600 |
| Springwater Wealth Management, LLC Inquire with Springwater |
6600 SW 105th Ave, #155, Beaverton, OR 97008 | 503-482-7570 |
| StoneRidge Wealth Management Inquire with StoneRidge |
8625 SW Cascade Avenue, Suite 240, Beaverton, OR 97008 | 503-352-0188 |
| Yingru Zhou Inquire with Yingru |
4900 SW Griffith Dr, Suite 120, Beaverton, OR 97005 | 503-746-9245 |
| Allstate Personal Financial Representative: Steven Sauve Inquire with Allstate |
11950 SW 2nd St, Ste 200, Beaverton, OR 97005 | 503-869-0947 |
| Cristian Silva Inquire with Cristian |
2785 NW Town Center Dr, Beaverton, OR 97006 | 503-382-9378 |
| Chloe Brockie Inquire with Chloe |
2785 NW Town Center Dr, Beaverton, OR 97006 | 503-550-1653 |
| Baoqin Wang Inquire with Baoqin |
4900 SW Griffith Drive, Suite 120, Beaverton, OR 97005 | 503-746-9245 |
Grow your AUM with pre-qualified leads!
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