Free match service | No obligation to hire
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. These financial advisors in
Lake Oswego,
Oregon
have an average of
18
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 |
|---|---|---|---|---|
| 15 Years | $45,000,000 | $250,000 | Fee-Only | |
| 22 Years | Not Specified | $500,000 | Fee-Only |
Qualifications
CRD# 4975830
Firm CRD# 285773
Compensation/Fee Fee-Only, Flat Fee
Office Location
818 SW 3rd Ave # 221-1228,
Portland,
OR
97204
Phone Number
800-622-1045
You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that allow you to achieve the retirement you deserve. At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of your unique vision for your retirement lifestyle. All advice and strategy we work on together ties back to that vision.Mark Sharp is passionate about helping people achieve retirement goals and enjoy their post-work lives. In pursuit of that passion, he is a certified financial planner, retirement income strategist, and author. He is the founder and owner of Mark Sharp Retirement, a fee-only financial service firm that helps soon-to-be and retired individuals make the best use of their resources in retirement. Mark has extensive experience and credentials in retirement income planning, tax advisory, and wealth management. Mark lives in the Pacific Northwest. He loves traveling the world, learning new languages, playing the flamenco guitar, and cooking exotic dishes. He also enjoys swimming, amateur piloting, and eating healthy. Mark firmly believes retirement is not the end of a journey but the beginning of a new one. He wants to inspire his readers to plan for retirement income comprehensively and confidently. His goal is to provide clients with the tools and insights to make informed decisions about how to use their resources to fund their spending goals.
Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, since maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. We bring a unique combination of experience, skills, and training to this problem domain to help our clients best utilize their resources in retirement.
Advisory Services Provided:
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 37 | 425 | $13,067,305,312 | A Percentage of AUM
|
|
| 17 | 995 | $5,476,500,419 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 38 | 2189 | $4,563,375,940 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
|
|
| 10 | 93 | $1,510,306,371 | A Percentage of AUM, Fixed Fees
|
|
| 21 | 2323 | $1,416,630,044 | A Percentage of AUM, Hourly charges
|
|
| 10 | 2228 | $726,914,201 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 13 | 3084 | $618,868,674 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 2591 | $577,286,655 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 7 | 338 | $569,604,642 | A Percentage of AUM
|
|
| 6 | 459 | $506,785,910 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 13 | 4 | $485,565,148 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS)
|
|
| 4 | 6 | $482,160,175 | A Percentage of AUM, Performance Based
|
|
| 9 | 706 | $462,524,222 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 10 | 60 | $404,978,034 | A Percentage of AUM, Performance Based
|
|
| 6 | 714 | $376,000,000 | A Percentage of AUM, Fixed Fees
|
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.
