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31 Financial Planners in Portland, Oregon
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Nelson E. Rutherford

CPA/PFS, CFP®

Senior Financial Planner 7.21 Miles

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Multnomah Group, Inc

10260 SW Greenburg Road, Ste 300
Portland, OR 97223-5513
(503) 236-7200

Diana J.L. Harrison

CFP®, CPA

President 8.61 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
(503) 906-5205

Kori L. Allen

CFP®

Founder 0.84 Miles

Specialties: Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Pearl Wealth LLC

915 F NW 19th Ave
Portland, OR 97209
(888) 652-2985
+1 More Number
(503) 223-2539

Erin L. Dwyer

CFP®, CLTC®, RICP®

Financial Advisor 8.98 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Portland, Oregon and the surrounding communities.

Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Road, Suite 175
Portland, OR 97224
(503) 245-5352

William Leder, Jr.

CFP®

Wealth Advisor 7.18 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Mariner Wealth Advisors

8050 SW Pfaffle St, Ste 100
Portland, OR 97223-6678
(503) 620-5236

David VanderPloeg

CFP®

1.09 Miles

Specialties:

Financial Advisor serving Portland, Oregon and the surrounding communities.

Meridian Wealth Advisors

825 NE Multnomah St, Ste 925
Portland, OR 97232
(503) 678-9909

Thomas L. Hoover

CFP®

Associate Financial Advisor 4.16 Miles

Specialties: Attending College, Comprehensive Financial Planning, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Portland, Oregon and the surrounding communities.

AGP Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Ste 1
Portland, OR 97225
(800) 303-5488
+1 More Number
(503) 439-1880

Ronald A. Barry

PhD, CFP®

Financial Advisor, CEO, COO 8.56 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Willamette Financial Advisors, LLC

6650 SW Redwood Ln, Ste 310
Portland, OR 97224-7184
(503) 747-0306
CONNECT WITH Ronald
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Georgia Lee Hussey

CFP®

CERTIFIED FINANCIAL PLANNER 0.22 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

MODERNIST FINANCIAL

707 SW Washington Street, Ste 910
Portland, OR 97205
(971) 544-7417
CONNECT WITH Georgia
  • linkedin link

Jacob I. Becker

CFP®

Managing Partner 3.06 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

Karen M. Harris

CFP®, CRPC®

Lead Advisor 0.08 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
(503) 594-7410
CONNECT WITH Karen
  • linkedin link

Amy G. Walls

CFP®, RICP®, CRPC®

President & Financial Advisor 0.93 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

Commission and Fee Financial Advisor serving Portland, Oregon and the surrounding communities.

Thimbleberry Financial

650 NE Holladay St, Ste 120
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
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Scott M. Emblen

CFP®

Financial Advisor 5.45 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Independent Progressive Advisors

1675 SW Marlow Ave, Suite 305
Portland, OR 97225
(503) 536-7351
CONNECT WITH Scott
  • linkedin link

Daniel S. Jacobson

CFP®

President 9.98 Miles

Specialties:

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Gabriel Capital, LLC

500 SW 116th Ave., 4th Floor
Portland, OR 97225
(877) 633-4365
+1 More Number
(503) 352-9709

Nancy L. Congdon

CFP®, MBA

President 5.02 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Blue Water Wealth, Inc.

6600 SW 92nd Av, Suite 100
Portland, OR 97223
(503) 296-8700

Brent D. Usher

CFP®

Financial Advisor 1.09 Miles

Specialties:

Commission and Fee Financial Advisor serving Portland, Oregon and the surrounding communities.

Meridian Welath Advisors

825 NE Multnomah St, suite 925
Portland, OR 97232
(503) 678-9909

Marlene M. Stewart

CFP®, CLU

REgistered Rep/financial Adviser 2.97 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Portland, Oregon and the surrounding communities.

The Stewart Financial Group

5901 SW Macadam Ave, Suite 135
Portland, OR 97239-3620
(503) 369-1003

Jeffrey A. Gates

CFP®

0.43 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Portland, Oregon and the surrounding communities.

Cable Hill Partners

1155 SW Morrison St, Ste 400
Portland, OR 97205-2252
(503) 765-1223
CONNECT WITH Jeffrey
  • linkedin link

Scott M. Malbasa

CFP®

2.07 Miles

Specialties:

Financial Advisor serving Portland, Oregon and the surrounding communities.

724 NE Failing St
Portland, OR 97212

Jessica D. Tierney

CFP®

5.14 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

The H Group

3395 SW Garden View Ave
Portland, OR 97225
(503) 292-5853

Carol M. Vreeland

CFP®

0.47 Miles

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Financial Advisor serving Portland, Oregon and the surrounding communities.

Crown Capital Securities LP

1020 SW Taylor, Ste 770
Portland, OR 97205
(503) 228-4925

James Kurtis Sager, Jr.

CFP®

Financial Advisor 5.14 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

The H Group, Inc.

3395 SW Garden View Ave
Portland, OR 97225-3547
(503) 292-5853
CONNECT WITH James
  • linkedin link

Christopher L. Sittner

CFP®, CPA

Principal Advisor & Founder 5.58 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

CS Wealth Management, LLC

10940 SW Barnes Rd
Portland, OR 97225-5368
(971) 357-2187

Travis J. Wesley

CFP®, CRPS, AIF

Investment Advisor Representative 8.62 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Financial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224-7174
(503) 906-5207
CONNECT WITH Travis
  • linkedin link

Elisabeth Mesquit

CFA, CFP®, ChFC®

4.92 Miles

Specialties:

Financial Advisor serving Portland, Oregon and the surrounding communities.

Soaring Investment Management, LLC

9600 SW Barnes Rd, Ste 125
Portland, OR 97225-6600
(503) 433-7946
CONNECT WITH Elisabeth
  • linkedin link

Stephan Morris

CFP®

Financial Planner 3.87 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Portland, Oregon and the surrounding communities.

NM

2238 N Farragut St
Portland, OR 97217-6425
(607) 423-4632

Elizabeth A. Barry

CFP®

8.56 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Portland, Oregon and the surrounding communities.

Willamette Financial Advisors, LLC

6650 SW Redwood Lane, Suite 310
Portland, OR 97224
(503) 406-8959
CONNECT WITH Elizabeth
  • linkedin link

Claudia Porter

CFP®

7.36 Miles

Specialties:

Commission and Fee Financial Advisor serving Portland, Oregon and the surrounding communities.

Financial Reserve, Inc.

12725 SW 66th Ave, Ste 102
Portland, OR 97223-2547
(503) 906-2426

Ronald E. Wilkinson

CFP®, CeFT®

Co-Owner 7.4 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Security First Advisors

12703 SW 67th Ave
Portland, OR 97223
+ 1 More Address

Security First Advisors

16703 SE McGillivray Blvd
Vancouver, WA 98683
(800) 898-4224

Leighann R. Miko

CFP®

Founder, Financial Advisor 0.48 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Portland, Oregon and the surrounding communities.

Equalis Financial

1231 NW Hoyt St, Suite 203
Portland, OR 97209
+ 1 More Address

Equalis Financial

7080 Hollywood Blvd
Los Angeles, CA 90028-6938
(503) 395-7175
CONNECT WITH Leighann
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