Personalized Advice For Portfolio Size of 100k And Above
FINRA/SEC Registered AdvisorsPersonalized Advice For Portfolio Size of 100k And Above
Find Top Financial Advisors in Portland, Oregon
Portland, Oregon, has a robust economy driven by technology, manufacturing, and a growing green energy sector. The city's thriving tech industry, robust job market, and no state sales tax make it an appealing destination for professionals and retirees alike. However, navigating financial decisions-whether for retirement, investments, or estate planning-can be complex, making the guidance of an experienced financial advisor in Portland invaluable.
With over 1,200+ financial advisors in Portland, OR, finding the right professional to meet your specific needs can prove to be a difficult task. WiserAdvisor makes this process easier by matching you with 2-3 vetted Portland financial advisors who can create a personalized financial plan for your specific needs. Whether you're looking for a certified financial planner in Portland for retirement planning, wealth management, or long-term financial strategies, we can help you find a suitable match.
We have maintained a trusted directory of fiduciary advisors who meet strict industry standards over the past two decades. Every financial advisor in Portland, Oregon, within our network, is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a suitable financial planner in Portland who understands your unique financial situation and can help you build, protect, and grow your wealth for long-term success.
How To Find Trusted Financial Advisors in Portland, Oregon
Oregon has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Oregon have an average of 15 years of experience.
NOTE: The list of vetted financial advisors in 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 Oregon.
Qualified Financial Advisors in Portland, Oregon
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 15 Years | $82,000,000 | $50,000 | Fee-Only |
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Information on Qualified Financial Advisors in Portland, Oregon

Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool.
Who he is can be reflected in the people in his life he is most thankful for:
His wife and kids: I'm not sure where you end, and I begin.
His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both.
Working associate, John Aspell: I owe you my career& thanks for taking a chance on me.
Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.
WiserAdvisor Reviews
Note: 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.

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