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.
Sherwood
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Sherwood,
Oregon
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Sherwood,
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
Sherwood, Oregon.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $65,000,000 | Not Specified | Not Specified |
Qualifications
CRD# 4744418
Firm CRD# 309480
Series 7, 63, 65, 66
Compensation/Fee Hourly, Flat Fee, Based on Assets
Office Location
28727 SW Cascade Lp,
Wilsonville,
OR
97070
Phone Number
541-228-9924
I'm Nate Oeming, the founder of NW Advisory, where I've spent over 20 years helping business owners and families build and preserve multi-generational wealth. My approach to financial planning is rooted in the belief that success comes from consistent behavior, not just money. Inspired by Nick Murray's philosophy, I focus on guiding clients to make disciplined, long-term decisions that align with their values and financial goals. My expertise lies in behavioral wealth management, insurance solutions, and tax-efficient strategies. I emphasize the importance of ownership over lending, encouraging clients to prioritize equity investing to create sustainable wealth over time. By helping them stay focused during market fluctuations and avoid emotional decisions, I ensure that their financial plans remain on track. I'm also passionate about supporting families during life's uncertainties. I've developed specialized financial guidance for spouses of recently arrested individuals, helping them maintain stability and clarity during challenging times. Additionally, I've created financial education programs to assist individuals re-entering society after incarceration, giving them the tools they need to build a secure financial future. To further expand access to financial knowledge, I'm currently developing an educational video series that will provide practical insights on financial planning to a broader audience. When I'm not working with clients, I enjoy spending time with my family, golfing, fishing, woodworking, and exploring the beauty of the Pacific Northwest. I strive to approach life with grace and understanding, recognizing that everyone makes mistakes and aiming to live without judgment. My Areas of Expertise Include:
NW Advisory - Stewardship for Generational Wealth At NW Advisory, we believe true financial success is not about chasing returns - it's about mastering behavior, embracing ownership, and building lasting legacies. Rooted in the principles of patience, planning, and stewardship, we help individuals, families, and business owners navigate life's financial journey with clarity and confidence. Our philosophy is simple: Ownership is the cornerstone of wealth creation. By focusing on owning great businesses through equities, rather than lending through bonds, we position our clients to participate in long-term growth, compounding returns, and multi-generational prosperity. We don't just manage assets - we build relationships that span generations. Through disciplined financial planning, behavioral coaching, and a deep understanding of what truly drives financial outcomes, we help our clients achieve lasting freedom, security, and peace of mind. Whether you're growing your wealth, preparing for retirement, or laying the foundation for your family's future, NW Advisory is your trusted partner for thoughtful, enduring financial stewardship. NW Advisory - Plan Wisely. Live Fully. Leave a Legacy.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
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 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?
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.
