For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Suzanne Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Suzanne Brooks - Thrivent

Access to a wealth of knowledge and solutions.

AgWest Farm Credit (formerly Northwest Farm Credit Services) is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American... Read More about AgWest Farm Credit

Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS... Read More about David Yates, Financial Advisor | RJFS, Inc. | OnPoint

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.... Read More about Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bradley Welter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Bradley Welter - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Andrea is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Andrea - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nathan Jones is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Nathan Jones - Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Portland is here for you, serving the areas of Portland, Beaverton and Salem. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is... Read More about Edelman Financial Engines

Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important... Read More about John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint

The H Group, Inc., is one of the largest independent fee-only wealth management and planning firms in Portland, OR. Our employees are among the most experienced in the industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm. Call us today!

At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Savant Wealth Management’s Beaverton, OR team provides fiduciary, fee‑only financial guidance to individuals, families, and business owners. Our advisors offer objective perspective across financial planning, investment strategy, and retirement considerations, with a focus on long‑term priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types... Read More about Savant Wealth Management

Plumb Line Growth is a business advisory firm focused on helping HVAC, plumbing, electrical, and construction trade contractors make smarter decisions with confidence in their numbers. From profitability analysis and industry benchmarking to growth planning and exit readiness, Plumb Line provides practical guidance designed to help trades businesses improve performance and build long-term value.

At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union

At OnPoint, our purpose is to build strong communities by supporting financial growth and well-being, one person at a time. OnPoint provides financial services and education to help improve the lives of our members and the communities we serve—including Portland, Vancouver, Salem, Eugene and Bend. Since being founded as Portland Teachers Credit Union in 1932 by 16 educators, we’ve grown... Read More about OnPoint Community Credit Union