Best Financial Advisors in Beaverton

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.8/5.0
Average Rating

Beaverton Financial Landscape

Beaverton's economy thrives on technology, retail, and healthcare sectors. The city benefits from its proximity to Portland, enhancing its economic landscape.

Major industries
Technology, Retail, Healthcare
Population
93.5K (metro: 2.5M)
Median household income
$85,000
Unique needs
Focus on tech diversification, affordable housing, and sustainable growth strategies.
Market Insights
Economic Growth
According to BEA (2023), Beaverton's economy has seen a steady growth rate of 3.5% annually, driven by tech and retail expansions.
Wealth Demographics
According to Census (2023), the median household income in Beaverton is approximately $85,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Beaverton are increasingly specializing in tech investments and sustainable growth strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Beaverton is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Beaverton's real estate market has seen a 10% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Beaverton's business climate is favorable, with a growing number of startups and established firms attracting investment.

Top 5 Financial Advisors in Beaverton

ROI Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Price Financial Group
★ ★ ★ ★ ★ 5
Rock Creek Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Mark A Simpson, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Beaverton, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Beaverton-Specific Expertise
For Beaverton residents working in Technology, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Beaverton's tech sector poses concentration risks; diversify investments. Real estate is booming, raising bubble concerns. Prepare for flooding risks and ensure economic diversification.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Oregon locations

Portland Salem Eugene Gresham Hillsboro Beaverton Bend Medford