Bright Lake Wealth Management is a fiduciary financial advisory firm specializing in comprehensive retirement planning and wealth management. We help individuals and families create personalized financial strategies focused on retirement income, investment growth, tax efficiency, healthcare planning, and legacy preservation.

The Bend, OR, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More

Oregon Pacific Wealth Management, LLC is a comprehensive wealth management firm dedicated to helping individuals, families, and institutions grow, preserve, and transfer wealth. We have the freedom to offer unbiased advice without the potential for conflicts of interest often present with large broker dealers. We offer personalized financial planning, investment management, and advisory services tailored to our ' unique goals... Read More

Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and... Read More

Dark Horse CPAs is a top small business accounting firm and tax CPA firm in the Portland area. Our full-service firm provides integrated tax and accounting services including strategic tax planning, filing, and preparation, customized bookkeeping, and fractional CFO services. Our small business Portland CPAs work directly with you to create winning tax strategies and custom financial reporting, whether it's... Read More

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

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

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

My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence... Read More

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

Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor I take the time to understand your personal financial situation and how your goals and lifestyle may affect your long-term financial success. I utilize an enhanced goals-based approach to develop a financial plan designed to meet your individual... Read More

As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies.... Read More

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

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

At Bulletproof Legacy Financial, we specialize in digital trusts and estate planning-helping families protect their assets, preserve their legacies, and create lasting peace of mind. Licensed in 49 states, our mission is simple yet profound: to safeguard 1 million families through modern estate strategies, personalized trust solutions, and legacy planning designed to stand the test of time. With a dedicated... Read More

Welcome to Ritrovare Financial & Insurance Solutions a firm specializing in retirement planning and estate conservation. Welcome to Ritrovare Financial & Insurance Solutions a firm specializing in retirement planning and estate conservation. Ritrovare Financial & Insurance Solutions is a firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty... Read More

The Portland, OR, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More

The Lake Oswego, OR team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and... Read More

The Clackamas, OR team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More

*BY APPOINTMENT ONLY* The Salem, OR team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate... Read More

The Salem, OR (Madrona Ave.) team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning,... Read More