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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
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.
Lake Oswego
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
69
non-vetted advisors in your local area. These financial advisors in
Lake Oswego
,
Oregon
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Lake Oswego
,
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
Lake Oswego, 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 Years | $150,000 | $500,000 | Fee-Based |
| 22 Years | Not Specified | $250,000 | Fee-Only |
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 36 | 933 | $14,495,257,651 | A percentage of AUM
|
|
| 33 | 2092 | $4,774,644,173 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 21 | 2111 | $1,639,632,759 | A percentage of AUM, Hourly charges
|
|
| 10 | 742 | $1,602,501,027 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 1932 | $863,778,428 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 2485 | $605,526,887 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 867 | $601,212,000 | A percentage of AUM
|
|
| 6 | 684 | $437,179,560 | A percentage of AUM, Fixed fees
|
|
| 5 | 182 | $361,919,658 | A percentage of AUM, Fixed fees
|
|
| 4 | 286 | $253,089,719 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 85 | $226,362,704 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 159 | $152,500,000 | A percentage of AUM
|
|
| 2 | 179 | $137,409,513 | A percentage of AUM, Fixed fees
|
|
| 5 | 347 | $108,556,182 | A percentage of AUM, Fixed fees
|
|
| 5 | 1 | $1,300,000 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 4800 SW Meadows Rd, Ste 400, Lake Oswego, OR 97035 | 503-534-3463 | |
| 4800 SW Meadows Rd, Ste 400, Lake Oswego, OR 97035 | 503-534-3421 | |
| 201 B Ave, Ste 240, Lake Oswego, OR 97034 | 503-635-8192 | |
| 2 Centerpointe Dr, Ste 360, Lake Oswego, OR 97035 | 503-620-7500 | |
| 5000 SW Meadows Rd, Ste 450, Lake Oswego, OR 97035 | 503-595-2110 | |
| 5000 SW Meadows Rd, Ste 450, Lake Oswego, OR 97035 | 503-595-2110 | |
| 2 Centerpointe Dr, Ste 360, Lake Oswego, OR 97035 | 503-620-7500 | |
| 2 Centerpointe Dr, Ste 360, Lake Oswego, OR 97035 | 503-620-7500 | |
| 5000 Meadows Rd, Ste 450, Lake Oswego, OR 97035 | 503-595-2110 | |
| 5000 Meadows Rd, Ste 450, Lake Oswego, OR 97035 | 503-595-2110 |
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.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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?
