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Find The Best Financial Advisors in Lake Oswego, Oregon

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Lake Oswego is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lake Oswego & pick the one as per your needs

How To Find The Best Financial Advisors in Lake Oswego, Oregon
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lake Oswego, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Lake Oswego, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lake Oswego, Oregon have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lake Oswego, Oregon

Mark Sharp

Mark Sharp Retirement

800-622-1045

Address

818 SW 3rd Ave # 221-1228,
Portland, OR 97204 See Details

Matt Ebeling

Fort Vancouver Investment Management, LLC

360-823-0477

Address

1601 Officers Row,
Vancouver, WA 98661 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	105281	$13,067,305,312	425	A Percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	108091	$5,476,500,419	995	A Percentage of AUM, Hourly charges, Fixed Fees
ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035	147200	$4,563,375,940	2189	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
QUEST INVESTMENT MANAGEMENT, LLC 5335 Meadows Rd, Suite 400 Lake Oswego, OR, 97035	110640	$1,510,306,371	93	A Percentage of AUM, Fixed Fees
HUMAN INVESTING 6000 Meadows Rd, Suite 105 Lake Oswego, OR, 97035	133017	$1,416,630,044	2323	A Percentage of AUM, Hourly charges
CEDAR MOUNTAIN ADVISORS, LLC 5285 Meadows Rd, Suite 360 Lake Oswego, OR, 97035	140339	$726,914,201	2228	A Percentage of AUM, Hourly charges, Fixed Fees
CGC FINANCIAL SERVICES 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035	155446	$618,868,674	3084	A Percentage of AUM, Hourly charges, Fixed Fees
HORST & GRABEN WEALTH MANAGEMENT, LLC 525 3rd St, Suite 327 Lake Oswego, OR, 97034	297368	$577,286,655	2591	A Percentage of AUM, Hourly charges, Fixed Fees
NORTHWEST INVESTMENT COUNSELORS 5885 Meadows Road, Suite 860 Lake Oswego, OR, 97035	327970	$569,604,642	338	A Percentage of AUM
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION 310 N. State Street, Suite 214 Lake Oswego, OR, 97034	107777	$506,785,910	459	A Percentage of AUM, Hourly charges, Fixed Fees
MORRISON STREET CAPITAL, LLC 4949 Meadows Road, Suite 490 Lake Oswego, OR, 97035	150703	$485,565,148	4	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	168417	$482,160,175	6	A Percentage of AUM, Performance Based
ALLIUM FINANCIAL ADVISORS, LLC 310 N State Street, Suite 208 Lake Oswego, OR, 97034	288462	$462,524,222	706	A Percentage of AUM, Hourly charges, Fixed Fees
PACIFIC RIDGE CAPITAL PARTNERS, LLC 4900 Meadows Road, Suite 320 Lake Oswego, OR, 97035	152154	$404,978,034	60	A Percentage of AUM, Performance Based
RAIN CAPITAL MANAGEMENT 525 3rd Street, Suite 224 Lake Oswego, OR, 97034	158996	$376,000,000	714	A Percentage of AUM, Fixed Fees

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Lake Oswego, Oregon

How To Find The Best Financial Advisors in Lake Oswego, OregonLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Lake Oswego, Oregon

Mark Sharp

Mark Sharp Retirement

Address

Matt Ebeling

Fort Vancouver Investment Management, LLC

Address

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

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

Frequently Asked Questions

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How To Find The Best Financial Advisors in Lake Oswego, Oregon
Last Updated - 13-Jun-2023

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