Find Top Financial Advisors in Lake Oswego, Oregon

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Qualifications of Financial Advisors in Lake Oswego

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Qualified Financial Advisors in Lake Oswego, Oregon
Financial Advisor Office Location Phone Number
Ron Barry, PhD, CFP®
Willamette Financial Advisors, LLC
5335 SW Meadows Road,
Lake Oswego, OR  97035
(503) 406-8909
Thomas Daniels
Oswego Crest Financial Group, LLC
5000 Meadows Road,
Lake Oswego, OR  97035
(503) 496-5400
Matt Carver
Pfs Investments Inc.
West Linn, OR  97068
(866) 638-5323
Greg Bowen, CFP®, ChFC®
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR  97223
(503) 620-5236
Andreas Johnson
Creative Planning
Portland, OR  97307
(503) 717-3860

Information on Qualified Financial Advisors in Lake Oswego

Qualifications CRD# 4775322
FirmCRD# 173482

Compensation/Fee Fee Only, Based on Assets, Flat Fee

Office Location 5335 SW Meadows Road,
Suite 240,
Lake Oswego,
Phone Number (503) 4068909

Ron is the Co-Founder, CEO, and COO of Willamette Financial Advisors, LLC (WFA), a Registered Investment Advisor (RIA) firm registered with the SEC. He is an Independent Financial Advisor, a member of the Financial Planning Association (FPA), and a member of the Oregon and SW Washington FPA Chapter. In addition to being a Certified Financial Planner" practitioner, Ron previously held the Series 6, 7, 63, and 66 securities registrations. Ron specializes in addressing the unique needs of health care professionals, public (federal and state) employees, and independent business owners. Ron values personalized interactions and strives to establish long-term relationships to help satisfy the financial objectives of his individual clients. As a CFP® professional, Ron is committed to the highest Fiduciary Standard of serving in his clients best interests. In addition to his advisory practice, Ron enjoys participating in important pro bono community activities. These past pro bono activities include serving as a financial advisor during Financial Planning Days (Portland, OR); serving as financial advisor for victims of domestic abuse (Bradley Angle House, Portland, OR); serving as a FPA chapter volunteer for Oregon Public Broadcasting fundraising efforts; and serving as a financial planner for the Wounded Warrior Project. Prior to entering the financial services industry (in 2003) Ron spent over 25 years as a biomedical research scientist working at both the local and national levels with the Department of Veterans Affairs. Originally a native of southern Idaho, Ron's undergraduate and graduate degrees bracketed his Navy service during the Vietnam War era. Ron and his wife first moved to the Portland area in 1985, where they settled and raised two daughters. He enjoys traveling and a number of outdoor activities, including golfing, hiking, biking and fishing.

About Willamette Financial Advisors, LLC

Willamette Financial Advisors, LLC (WFA), is a small, personalized boutique RIA registered with the SEC. WFA is a fee-based firm that provides investment advisory and wealth management services to nationwide clientele. WFA honors and celebrates diversity. We welcome individuals of every race, language, ethnicity, origin, ability, sexual orientation, gender expression, marital status, and life situation.

Qualifications CRD# 4161304
FirmCRD# 8032
Series 7, 63, 65

Office Location 5000 Meadows Road,
Lake Oswego,
Phone Number (503) 4965400

Growing up in a small town like Sweet Home, Oregon, was very special. It was a thriving community when I was young. Logging and the timber industry were the major sources of income for much of the area. I was blessed to have my great-grandmothers, all grandparents, and numerous aunts and uncles nearby. I went on to graduate from Oregon State University with a degree in financial management and was also a member of the successful 1985 and 1986 OSU Beaver baseball teams. After a 13-year career in transportation and logistics, I moved into the financial world as an advisor. During these early career years, I was lucky enough to meet my wife, Lisa, and we later had our daughter, Olivia. We love to travel as a family and have been to many national parks and made a couple of trips to Europe. I enjoy giving back to the community. I have been involved in Elders in Action, a nonprofit elder advocacy group, as well as supporting a scholarship fund in the memory of my father. I also enjoy golf, hiking, and following Beaver sports teams. I assist in planning meetings and the operational side of new client relationships. I am an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.

About Oswego Crest Financial Group, LLC

Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by many of the conflicting interests of traditional wall street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.

Qualifications CRD# 5508035
FirmCRD# 10111
Series 6, 26, 63, 65

Compensation/Fee Fee Only

Office Location *,
West Linn,
Phone Number (866) 6385323

Matt is passionate about helping other people. Matt learned early on his family was given the wrong investment advice and this fueled his desire to make a positive impact for others. Matt became an investment representative in 2007 and an investment adviser representative in 2012 & has served in leadership roles in the areas of practice development, management, and marketing. His passion is educating and serving clients' best interest in a fiduciary capacity. He is an Investment Adviser Representative holding active Series 65,6,63,26 licenses. He enjoys consulting with individuals and businesses helping clients build a strong investment strategy with managed money in a fiduciary capacity.

About Pfs Investments Inc.

Your Success is Our Focus Philosophy Primerica Advisors believes that clients' investment needs are best served when advice is delivered from an independent and objective viewpoint. Primerica Advisors does not create investment models or manufacture mutual funds or exchange traded funds (ETFs). Instead, we seek out professional asset managers who have measurable track records that validate their approach to investing. We believe that through extensive quantitative and qualitative analysis, sound judgment and a consistent process, we can identify quality asset managers and investment models for our clients. We Seek to: Provide unbiased evaluations of asset managers and models Identify asset managers that construct strategic, tactical, or asset class specific portfolio solutions Regularly monitor and review asset managers, asset allocation, and security selection decisions Provide investment and educational insights on solutions to help clients achieve investing goals The Due Diligence Process Primerica Advisors provides upfront selection and ongoing due diligence on asset managers and investment models. Primerica Advisors' evaluations are based on a consistent process: Step 1: Manager Sourcing Step 2: Multi-Faceted Evaluation Primerica Advisors focuses on three critical areas of manager evaluation. These include organizational strength and leadership, depth of investment process, and performance results. Step 3: Ongoing Monitoring and Review Primerica Advisors' ongoing due diligence process includes quarterly and annual monitoring. Simplicity Primerica Advisors Lifetime Investment Platform offers the ability to have multiple investment models in one account, with one statement and one fee.

Qualifications CRD# 2328903
FirmCRD# 10299
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly

Office Location 8050 SW Pfaffle St. #100,
Phone Number (503) 6205236

Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. Gregs financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to generate returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that generate returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns. Greg offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC. Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is loves to Bike and play Racquetball

About Cascadia Wealth Management

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 pursue strong returns while reducing the level of risk that is found in most stock and bond market investments. Active management is characterized as taking a proactive approach that utilizes Fundamental and Technical Analysis to create value in a portfolio beyond that of a "Buy-and-Hold" strategy. Active Management attempts to limit an investor's risk exposure in "down" stock markets, while pursuing growth when the stock market is moving up. My goal is to provide investment programs that pursue strong returns relative to the amount of risk that is taken. This allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns.

Qualifications CRD# 5834893
FirmCRD# 105348

Office Location ---,
Phone Number (503) 7173860

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.

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