Find Top Financial Advisors in Gresham, Oregon

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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.

Finding the Top Financial Advisor in Gresham, Oregon
Last Updated - 26-Nov-2022

Gresham has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Gresham, Oregon have an average of 8 years of experience.

NOTE: The list of financial advisors in Gresham, 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 Gresham, Oregon.

Qualified Financial Advisors in Gresham, Oregon
Financial Advisor Experience AUM Minimum Assets Fee Structure
William Cartee
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Gresham

Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 305 SE Chkalov Drive Suite 113,
Phone Number 425-247-2970

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Top Financial Advisor Firms in Gresham, Oregon (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
1733 E. Powell Blvd. , Suite 104,
Gresham, OR 97030
$142,000,000 1101 A percentage of AUM

    List of Additional Advisors in Gresham, Oregon*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gary Buczkowski
    Inquire with Gary
    1700 NW Civic Dr, Ste 330, Gresham, OR  97030 503-674-2300
    Nicholas Hymel
    Inquire with Nicholas
    1700 NW Civic Dr, Ste 330, Gresham, OR  97030 503-776-3137
    Darren Ford
    Inquire with Darren
    1700 NW Civic Dr, Ste 330, Gresham, OR  97030 503-674-2300
    Tax & Financial Solutions
    Inquire with Tax
    151 SE 223rd Avenue, Gresham, OR  97030 503-666-7909
    Brent Abney
    Inquire with Brent
    1700 NW Civic Dr, Ste 330, Gresham, OR  97030 503-674-2300
    Edward Jones
    Inquire with Edward
    722 N Main Avenue, Gresham, OR  97030 503-618-7734
    Edward Jones
    Inquire with Edward
    313 NE Hood Ave, Gresham, OR  97030 503-665-9690
    Edward Jones
    Inquire with Edward
    1584 NE 8th St, Gresham, OR  97030 503-912-7114
    Edward Jones
    Inquire with Edward
    320 NW Burnside Rd, Gresham, OR  97030 503-465-9390
    Edward Jones
    Inquire with Edward
    701 NE Division St, Gresham, OR  97030 503-328-8688
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?