Fiduciary advisors in Portland, OR

Portland, Oregon

Clarity Capital Management is an independent, fee-only financial advisory firm in Portland, Oregon that serves mid- and late-career professionals, families, and business owners locally and nationwide through virtual relationships. The firm offers financial planning, investment management, college planning, tax planning, retirement planning, risk management, and cash flow planning services on a fiduciary basis, with no commissions or proprietary product sales. Financial planning engagements begin at $1,500 for an initial fee and $4,000–$5,000 annually, while investment management fees range from 0.50% to 0.95% per year depending on portfolio size and complexity.

Portland, Oregon

Deschutes Investment Consulting, LLC. is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 12 Google reviews.

Portland, Oregon

Interactive Wealth Advisors is a fee-only registered investment advisor based in Portland, Oregon that serves busy professionals and executives in high-tech industries nationwide. The firm offers financial planning, investment management, tax planning, estate planning, and wealth management services through its PlanCycle90 process. As a fiduciary, the firm operates independently without insurance, real estate, or affiliate product relationships that could create conflicts of interest, and follows fee-only standards set by the National Association of Personal Financial Advisors.

Portland, Oregon

Marquam Capital is a Portland-based investment advisory firm that structures client relationships around long-term planning and consistent portfolio management. The firm guides clients through a three-phase process: understanding objectives, developing a customized plan, and implementing with ongoing review and adjustment. The firm constructs portfolios designed to match each client's risk tolerance and long-term comfort level, and offers the ability to incorporate environmental, social, and governance considerations or values-based investing approaches for clients who request them.

Portland, Oregon

Insurance-Based

Northwestern Mutual - Portland is an insurance-based firm in Portland, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Portland, Oregon

Raymond James & Associates is an investment advisory firm in Portland, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Portland, Oregon

TenBridge Partners is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. 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 4.8-star rating from 22 Google reviews.

Portland, Oregon

Fee-Only Independent RIA

Vision Capital Management is an independent, employee-owned and majority women-owned registered investment adviser in Portland, Oregon that provides fee-only financial planning and investment management to clients nationwide. The firm's team includes multiple CFP®, CFA, and CDFA credentialed professionals who operate as fiduciaries and develop personalized investment strategies aligned with each client's goals, risk tolerance, and time horizons. Services encompass comprehensive financial planning, tax planning, estate planning, and charitable giving strategies, with planning services included in investment management fees. The firm emphasizes a client-centered approach with no commissions or proprietary product incentives.

Portland, Oregon

Wealth Enhancement Group is an investment advisory firm in Portland, Oregon. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.