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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Portland is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Portland & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Portland?

Looking for a qualified financial advisor in Portland? We can help you by narrowing down your options & listing the best financial advisors in Portland as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Portland near you with the list of certified and vetted Portland financial advisors.

List of Qualified Financial Advisors in Portland, Oregon

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Mark Sharp

Mark Sharp Retirement

818 SW 3rd Ave # 221-1228

Portland, OR 97204

800-622-1045

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Greg Bowen

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

List of Additional Financial Advisors in Portland, Oregon*

* Additional advisor listing is provided in partnership with Yext

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Southern Ridge Wealth

10260 SW Greenburg Rd
Suite 1150

Portland, OR 97223
503-293-3751

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Mork Wealth Management - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9205

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Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
503-890-1430

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Eagle Financial Consulting

10220 Southwest Greenburg Road
Suite 330

Portland, OR 97223
503-718-2261

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Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8664

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Andrew Mork - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1827

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Aaron Peters

7421 SW Bridgeport Rd
Suite H-225b

Portland, OR 97224
503-684-4010

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Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8708

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6932

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7645

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5658

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Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8624

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Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

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George Milne - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1819

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Fred Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6935

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Robert Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7604

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7689

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Joy McMurchy

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Kathryn Carrillo De Avila

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
503-673-2828

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7653

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
503-258-2658

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Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8646

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
800-452-0966

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8704

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
503-863-5043

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Morgan Stanley Financial Advisors

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7600

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Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6262

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Victor Lam, CPM, CIMA - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-225-9237

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Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8672

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8226

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The Savinar Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1845

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2210

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Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7606

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6325

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

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Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8224

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2279

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Jonathan Levine, CFP, CIMA - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1876

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Robert Pugh

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
503-227-9800

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The Roukas Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5858

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James Parker - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9251

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-3365

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Portland, OR Branch Office - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-221-5800

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Kristen Winter

503-684-4010

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Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5693

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Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
503-297-7118

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Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6329

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2236

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6328

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7616

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6626

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7635

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Weber Vandergriff Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5848

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Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7646

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Schlendorf Investment Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5847

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8702

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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