Best Financial Advisors in Lake Oswego

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
60+
Advisors
4.8/5.0
Average Rating

Lake Oswego Financial Landscape

Lake Oswego boasts a strong local economy driven by technology, healthcare, and retail sectors. The city is part of the Portland metropolitan area, enhancing its economic opportunities.

Major industries
Technology, Healthcare, Retail
Population
37.6K (metro: 2.5M)
Median household income
$100,000
Unique needs
Lake Oswego requires tailored financial strategies to address its affluent demographic and local economic dynamics.
Market Insights
Economic Growth
According to BEA (2023), Lake Oswego's economy has grown steadily, with a focus on technology and healthcare driving job creation.
Wealth Demographics
According to Census (2023), the median income in Lake Oswego is approximately $100,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lake Oswego are increasingly specializing in wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Lake Oswego is higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), Lake Oswego's real estate market remains competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Lake Oswego offers a favorable business climate, attracting startups and established firms alike.

Top 5 Financial Advisors in Lake Oswego

Lifelong Wealth Management
★ ★ ★ ★ ★ 5
Clear Financial Partners
★ ★ ★ ★ ★ 5
Pure Portfolios
★ ★ ★ ★ ★ 5
Asset Preservation Wealth & Tax, Financial Advisors
★ ★ ★ ★ ★ 5
Point Forward Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lake Oswego, 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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Lake Oswego-Specific Expertise
For Lake Oswego residents working in Technology, Healthcare, Retail, 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
Lake Oswego's tech sector growth poses concentration risks; real estate prices are high, indicating potential bubbles. Flooding risks exist, necessitating 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