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Find Top Financial Advisors in Lake Oswego, Oregon

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 Lake Oswego, Oregon

Last Updated - February 23, 2024

Lake Oswego has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Lake Oswego, Oregon have an average of 22 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.

Qualified Financial Advisors in Lake Oswego, Oregon

Financial Advisor Experience AUM Minimum Assets Fee Structure
Matt Ebeling
CFP®
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 Officers Row,
Vancouver, WA 98661
22 Years Not Specified $250,000 Fee-Only

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Information on Qualified Financial Advisors in Lake Oswego, Oregon

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.

About Fort Vancouver Investment Management, LLC

Fort Vancouver Investment Management, LLC

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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
37 425 $13,067,305,312
A Percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035
17 995 $5,476,500,419
A Percentage of AUM, Hourly charges, Fixed Fees
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
38 2189 $4,563,375,940
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
QUEST INVESTMENT MANAGEMENT, LLC
5335 Meadows Rd, Suite 400, Lake Oswego, OR 97035
10 93 $1,510,306,371
A Percentage of AUM, Fixed Fees
HUMAN INVESTING
6000 Meadows Rd, Suite 105, Lake Oswego, OR 97035
21 2323 $1,416,630,044
A Percentage of AUM, Hourly charges
CEDAR MOUNTAIN ADVISORS, LLC
5285 Meadows Rd, Suite 360, Lake Oswego, OR 97035
10 2228 $726,914,201
A Percentage of AUM, Hourly charges, Fixed Fees
CGC FINANCIAL SERVICES
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
13 3084 $618,868,674
A Percentage of AUM, Hourly charges, Fixed Fees
HORST & GRABEN WEALTH MANAGEMENT, LLC
525 3rd St, Suite 327, Lake Oswego, OR 97034
7 2591 $577,286,655
A Percentage of AUM, Hourly charges, Fixed Fees
NORTHWEST INVESTMENT COUNSELORS
5885 Meadows Road, Suite 860, Lake Oswego, OR 97035
7 338 $569,604,642
A Percentage of AUM
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
310 N. State Street, Suite 214, Lake Oswego, OR 97034
6 459 $506,785,910
A Percentage of AUM, Hourly charges, Fixed Fees
MORRISON STREET CAPITAL, LLC
4949 Meadows Road, Suite 490, Lake Oswego, OR 97035
13 4 $485,565,148
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS)
801 WEST CAPITAL MANAGEMENT, LLC
310 N State Street, Suite 220, Lake Oswego, OR 97034
4 6 $482,160,175
A Percentage of AUM, Performance Based
ALLIUM FINANCIAL ADVISORS, LLC
310 N State Street, Suite 208, Lake Oswego, OR 97034
9 706 $462,524,222
A Percentage of AUM, Hourly charges, Fixed Fees
PACIFIC RIDGE CAPITAL PARTNERS, LLC
4900 Meadows Road, Suite 320, Lake Oswego, OR 97035
10 60 $404,978,034
A Percentage of AUM, Performance Based
RAIN CAPITAL MANAGEMENT
525 3rd Street, Suite 224, Lake Oswego, OR 97034
6 714 $376,000,000
A Percentage of AUM, Fixed Fees

    Select other cities around Lake Oswego, Oregon to broaden your search for a financial advisor

    Frequently Asked Questions

    A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Oregon can support you, learn more about the different types of financial advisors and their areas of expertise.

    A financial advisor in Oregon can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Oregon, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Oregon state, specifically tailored to your financial needs.

    A financial planner in Oregon can help you with various financial goals such as planning for your retirement, creating strategies for investments that will help you grow your wealth, and planning tax efficient ways to save your money. Additionally, they can help you manage your debt, and provide assistance in estate planning to transfer your assets to your heirs, and more. Read the article to learn more about how a financial advisor can help you with your financial goals.

    Yes, there are financial advisors in Oregon who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.

    The common fees and fee structure you can expect from a financial advisor in Oregon can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    To find a verified financial advisor in Oregon through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Oregon. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

    Yes, there are financial advisors in Oregon who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of retirement planning later on in life read on about how to plan for retirement if starting late.

    There are multiple benefits to hiring a financial advisor in Oregon. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Oregon residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read about the benefits of working with a financial advisor.

    Yes, a financial advisor in Oregon can help you determine if a Roth IRA is the right choice for your retirement goals and tax situation. They'll personalize their guidance by taking into account key factors such as your tax situation, retirement goals, estate planning, eligibility, and risk tolerance. Based on this comprehensive assessment, the advisor can offer insights into whether a Roth IRA is the right choice for achieving your retirement goals while considering the potential tax implications. Their expertise can empower you to make an informed decision that best suits your financial future. To further help you determine if a Roth IRA is the right choice for you, read on about the things to consider when deciding between a Roth IRA or a traditional retirement account.

    Yes, financial advisors in Oregon can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

    Financial advisors in Oregon that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you find yourself uncertain about the need for investment management services, read about why professional investment management may be right for you.