Best Financial Advisors in Gresham

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
100+
Advisors
4.9/5.0
Average Rating

Gresham Financial Landscape

With a population of 109,397, Gresham is a growing suburb that benefits from proximity to Portland's economic opportunities. The city has a diverse economy, with a focus on retail, healthcare, and manufacturing.

Major industries
Retail, Healthcare, Manufacturing
Population
109K (metro: 2.5M)
Median household income
$70,000
Unique needs
Gresham's growth necessitates infrastructure improvements and affordable housing solutions.
Market Insights
Economic Growth
According to BEA (2023), Gresham's economy has seen a steady growth rate of 3.2%, driven by local businesses and service sectors.
Wealth Demographics
According to Census (2023), the median income in Gresham is approximately $70,000, reflecting a diverse income range among residents.
Advisor Specializations
Based on BLS (2023), financial advisors in Gresham are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Gresham's cost of living is about 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the Gresham housing market is competitive, with home prices rising 8% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Gresham's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Gresham

Edward Jones - Financial Advisor: Christina J Price, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Alina Rocha Johnson, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kimberley R Lanphar
★ ★ ★ ★ ★ 5
Bridgetown Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Gresham, 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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Gresham-Specific Expertise
For Gresham residents working in Retail, Healthcare, Manufacturing, 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
Gresham's retail and healthcare reliance poses risks; diversify investments. Housing market faces affordability issues and potential bubble risks. Flooding is a concern.

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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