Best Financial Advisors in Portland

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
600+
Advisors
4.7/5.0
Average Rating

Portland Financial Landscape

Portland's economy is diverse, driven by technology, manufacturing, and sustainable practices. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Technology, Manufacturing, Tourism
Population
609K (metro: 2.5M)
Median household income
$75,000
Unique needs
Portland's unique needs include affordable housing, sustainable development, and tech industry diversification.
Market Insights
Economic Growth
According to BEA (2023), Portland's GDP growth rate is 3.2%, driven by tech and green industries.
Wealth Demographics
According to Census (2023), the median household income in Portland is $75,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Portland are increasingly specializing in sustainable investments and tech startups.
Local Considerations
Cost of Living
According to BLS (2024), Portland's cost of living is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Portland's housing market is competitive, with home prices rising 8% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Portland's business climate is favorable, with a strong emphasis on sustainability and innovation attracting startups.

Top 5 Financial Advisors in Portland

Bridgetown Wealth Management
★ ★ ★ ★ ★ 5
Lifelong Wealth Management
★ ★ ★ ★ ★ 5
Interactive Wealth Advisors, Inc.
★ ★ ★ ★ ★ 5
JGP Wealth Management
★ ★ ★ ★ ★ 5
David Beck Financial Services LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Portland, 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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Portland-Specific Expertise
For Portland residents working in Technology, Manufacturing, Tourism, 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
Portland's tech sector needs diversification to mitigate economic risks. Rapid housing price increases pose bubble risks, and flooding is a concern—consider geographic investment spread.

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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