OR · Lake Oswego

Fiduciary advisors in Lake Oswego, OR

4 advisors with offices in Lake Oswego. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Lake Oswego

Asset Preservation Wealth & Tax, Financial Advisors

Lake Oswego, Oregon

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Lake Oswego, Oregon, staffed by fiduciary advisors who integrate tax planning with financial and retirement planning services. The firm coordinates across multiple money managers and specializes in retirement income strategies, insurance planning, education funding, and wealth transfer for high-net-worth clients. Their stated approach emphasizes collaborative planning, transparent adviser credentials, and coordinated guidance across investments, taxes, and risk management.

View details

Carson Wealth

★5.0(1)

Lake Oswego, Oregon

CLU

Estate Planning Investment Management Retirement Planning +1

Carson Wealth is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

View details

Clear Financial Partners

★4.8(22)

Lake Oswego, Oregon

Clear Financial Partners, based in Lake Oswego, Oregon, offers financial planning services with a focus on portfolio management, risk assessment, and asset allocation. Led by founder and CEO Tim Clairmont (MSFS™, LACP™), the firm advises on life insurance, annuities (both variable and fixed index), alternative investments, and strategies for concentrated stock positions and retirement income. The firm emphasizes client-centered guidance and has served clients for over 25 years.

View details

Lifelong Wealth Management

★5.0(50)

Lake Oswego, Oregon

Estate Planning

Lifelong Wealth Management is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Investment Management. Advisory services are available in English and Chinese. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 50 Google reviews.

View details

Financial advisors in Lake Oswego, Oregon

Advisors serving Lake Oswego specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Oregon's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Oregon advisors