Whether you’re building wealth, planning for retirement or navigating a life transition, finding the right advisor can make a real difference. Here are ten well-regarded firms in the Portland metro region, each offering a unique strength and strong reputation.
1. Bridgetown Wealth Management
Bridgetown Wealth Management Web Address: 700 NE Multnomah St #820, Portland, OR 97232 Phone: +15032807155
Located at 700 NE Multnomah St #820, this firm has strong client reviews and emphasizes holistic planning, not just investment picking.
Why choose them: Boutique feel, local focus, high review score.
2. Somerset Wealth Strategies
Somerset Wealth Strategies Web Address: 4600 S Kelly Ave, Portland, OR 97239, United States Phone: +15035951333
Based in Lake Oswego (5 Centerpointe Dr), they specialize in retirement-income strategies and wealth preservation for mid-career and soon-to-retire clients.
Why choose them: Clear retirement-focus, strong local presence.
3. Interactive Wealth Advisors, Inc. Financial Advisors
Interactive Wealth Advisors, Inc. Web Address: 121 SW Morrison St #905, Portland, OR 97204 Phone: +15035751953
Located at 121 SW Morrison St #905 in Downtown Portland, this firm offers comprehensive services including portfolio management and financial planning.
Why choose them: Central location, broad services.
4. The Finity Group Financial Advisors
Finity Group Web Address: 5550 S Macadam Ave #120, Portland, OR 97239 Phone: +15038415840
Located at 5550 S Macadam Ave #120, this firm stands out with 100+ reviews, indicating high client satisfaction.
Why choose them: Strong client feedback, broad range of wealth-management services.
5. von Borstel & Associates, Inc.
von Borstel & Associates, Inc. Web Address: 9955 SE Washington St Suite 105, Portland, OR 97216 Phone: +15032576969
At 9955 SE Washington St, this firm is slightly apart from the downtown cluster, offering a quieter setting for personalized consultation.
Why choose them: Boutique setting, comfort for clients seeking focused one-on-one advising.
6. TenBridge Partners
TenBridge Partners Web Address: 806 SW Broadway #800, Portland, OR 97205 Phone: +19712771077
Located at 806 SW Broadway #800, TenBridge offers experienced professionals with strong backgrounds in asset management and complex planning.
Why choose them: Experienced team, good for more advanced or higher-net-worth clients.
7. Lifelong Wealth Management
Lifelong Wealth Management Web Address: 5 Centerpointe Dr, Lake Oswego, OR 97035 Phone: +15037476534
Located at 5 Centerpointe Dr, Lake Oswego (just outside Portland), this firm focuses on multi-generational wealth, retirement and legacy planning.
Why choose them: Family-and-legacy oriented, accessible to Portland region.
8. Asset Preservation Wealth & Tax
Asset Preservation Wealth & Tax, Financial Advisors Web Address: 4800 Meadows Rd Suite 125, Lake Oswego, OR 97035 Phone: +15034464300
At 4800 Meadows Rd Suite 125, Lake Oswego, this firm emphasizes integration of tax planning and wealth management — a differentiator.
Why choose them: Strong tax-planning integration, good for clients with complex tax situations.
9. Horst & Graben Wealth Management
Horst & Graben Wealth Management Web Address: 6600 SW 92nd Ave #210, Portland, OR 97223 Phone: +15033428900
Located at 6600 SW 92nd Ave #210, this firm brings a local perspective with personalized services and strong client reviews.
Why choose them: Friendly local team, suitable for people seeking strong personal connection.
10. Silver Oak Advisory Group
Silver Oak Advisory Group Web Address: 1130 SW Morrison St Suite 312, Portland, OR 97205 Phone: +15032421715
At 1130 SW Morrison St Suite 312, this firm highlights fiduciary standards and personalized planning — a strong choice for those seeking independent advice. (Finance Strategists)
Why choose them: Fiduciary-oriented, independent advice, good choice for value-seeking.
How This List Was Selected
- Firms located in or around Portland / Lake Oswego metro area.
- Strong online presence / reviews / professional directory listings.
- Diverse specialities (wealth management, retirement, tax, fiduciary emphasis).
- Verified via reputable listings such as directory and review sites. (SmartAsset)
Choosing the Right Advisor for You
- Define your needs: Are you planning retirement, managing a windfall, dealing with tax/estate issues?
- Check credentials: Look for CFP®, fee-only or fiduciary advisors (so they act in your best interest).
- Look for local focus: These firms know the Portland / Oregon context (tax laws, cost of living, etc.).
- Read reviews & meet a few: Choose someone you feel comfortable with.
- Ask about fees & services: Transparent fee structure is a must.
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If you like, I can extend this list to 20 firms, include comparative fee ranges, and provide downloadable summary cards (for your readers) to help with selection. Would that be helpful?
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