Best Financial Advisors in Tigard

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
4.9/5.0
Average Rating

Tigard Financial Landscape

Tigard's economy is diverse, with strengths in retail, healthcare, and technology. The city benefits from its location within the Portland metropolitan area.

Major industries
Retail, Healthcare, Technology
Population
50.4K (metro: 1.5M)
Median household income
$76,000
Unique needs
Tigard residents seek affordable housing, quality education, and access to outdoor activities.
Market Insights
Economic Growth
According to BEA (2023), Tigard's economy has shown steady growth, driven by local businesses and an influx of tech firms.
Wealth Demographics
According to Census (2023), the median income in Tigard is approximately $76,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Tigard are increasingly specializing in retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Tigard is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Tigard's real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Tigard's business climate is favorable, with supportive local policies and a growing entrepreneurial ecosystem.

Top 5 Financial Advisors in Tigard

Lifelong Wealth Management
★ ★ ★ ★ ★ 5
Firenze Wealth Management
★ ★ ★ ★ ★ 5
Willamette Financial Advisors, LLC (By Appointment Only)
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Holly K McNeil, CFP®
★ ★ ★ ★ ★ 5
Beyond Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Tigard, 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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Tigard-Specific Expertise
For Tigard residents working in Retail, Healthcare, Technology, 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
Tigard's tech sector growth necessitates diversification to mitigate economic risks. Housing market appreciation raises bubble concerns; monitor natural disaster risks like flooding.

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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