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Financial Planning Consultants in Portland
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400 E Mill Plain Blvd, Suite 105, Vancouver, WA
400 E Mill Plain Blvd, Suite 105, Vancouver, WA
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Scott Angerman
121 Southwest Morrison Street, Suite 910, Portland, OR
121 Southwest Morrison Street, Suite 910, Portland, OR
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.
9397 SW Locust St, Portland, OR
9397 SW Locust St, Portland, OR
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
121 SW Morrison St, #875, Portland, OR
121 SW Morrison St, #875, Portland, OR
Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors
1211 Southwest 5th Avenue, Suite 1200, Portland, OR
1211 Southwest 5th Avenue, Suite 1200, Portland, OR
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
8050 SW Pfaffle Street, Suite 100, Tigard, OR
8050 SW Pfaffle Street, Suite 100, Tigard, OR
Access to a wealth of knowledge and solutions.
15220 Northwest Greenbrier Parkway, Suite 105, Beaverton, OR
15220 Northwest Greenbrier Parkway, Suite 105, Beaverton, OR
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
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I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice. I have a Bachelor of Science degree in... Read More about Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint
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When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is... Read More about Pennie Kincade, Financial Advisor | RJFS, Inc. | OnPoint
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I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation,... Read More about Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint
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As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire. OnPoint’s... Read More about Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint
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I enjoy helping families plan for and navigate the many complex financial issues they may face. That may mean designing a college savings plan, preserving assets for a future purchase, investing for retirement, or providing a financial legacy for the care of a family member. The first step in any sound strategy is getting information on all of your options... Read More about Cyndie Adams, Associate Financial Advisor | RJFS, Inc. | OnPoint
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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
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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
237 NE Chkalov Dr, Suite 127, Vancouver, WA
237 NE Chkalov Dr, Suite 127, Vancouver, WA
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rachel Rathfon is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA 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 Rachel Rathfon - Thrivent
316 SE 123rd Ave, Suite A2, Vancouver, WA
316 SE 123rd Ave, Suite A2, Vancouver, WA
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Dane Schultz-Andersen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA 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 Dane Schultz-Andersen - Thrivent
237 Chkalov DR, STE 127, Vancouver, WA
237 Chkalov DR, STE 127, Vancouver, WA
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gerald Taylor is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA 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 Gerald Taylor - Thrivent
237 NE Chkalov Dr, Suite 127, Vancouver, WA
237 NE Chkalov Dr, Suite 127, Vancouver, WA
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Aaron Christian is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Vancouver, WA 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 Aaron Christian - Thrivent
9397 SW Locust Street, Portland, OR
9397 SW Locust Street, Portland, OR
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
805 SW Broadway, Suite 1800, Portland, OR
805 SW Broadway, Suite 1800, Portland, OR
Strengthening your financial securityâ„
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
805 SW Broadway, Suite 1800, Portland, OR
805 SW Broadway, Suite 1800, Portland, OR
Strengthening your financial securityâ„
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
805 SW Broadway, Suite 1800, Portland, OR
805 SW Broadway, Suite 1800, Portland, OR
Strengthening your financial securityâ„
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
805 SW Broadway, Suite 1800, Portland, OR
805 SW Broadway, Suite 1800, Portland, OR
Strengthening your financial securityâ„
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.
9900 SW Greenburg Rd, Suite 130, Portland, OR
9900 SW Greenburg Rd, Suite 130, Portland, OR
Will your savings be enough in retirement?
See Detail400 E Mill Plain Blvd, Suite 105, Vancouver, WA
400 E Mill Plain Blvd, Suite 105, Vancouver, WA
Adam Bartek joined First Command Financial Services as a Financial Advisor in November 2020, following a 20-year career in the United States Air Force, where he attained the rank of Senior Master Sergeant. Adam understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared... Read More about First Command Financial Advisor - Adam Bartek, RICP®