The Portland Financial Advisors Network:
Helping you find the best local financial planner for YOU

If you are in the market for a financial planner, finding an expert who understands you and your needs can seem like a daunting task. Where should you start? How do you know if the advisor you are considering is both ethical and highly qualified? How can you find the advisor who is best for YOU?

If you live in or near Portland, Oregon, this task just got easier.

About the Portland Financial Advisors Network

The Portland Financial Advisors Network (PDXFAN) is a consortium of financial planning experts who have qualifications, experience and credentials that exceed those of most financial advisors. Even though each of us is an independent business owner, we know, respect and enjoy exchanging ideas with each other.

We also understand that every client—and every financial advisor—is different. Through this consortium, we seek to help you find the expert who best meets YOUR needs.

Our commitment to you

As members of PDXFAN, we are united by the commitment to provide our clients with the highest quality advice and service possible. This means we:

  • Are all registered with the state of Oregon as a Registered Investment Advisor (RIA)
  • Are fee-only financial advisors
  • Adhere to strict business standards
  • Have a fiduciary duty to act at all times in the best interests of our clients
  • Have extensive experience in investment, tax, and retirement planning
  • Maintain our primary office either in the Portland Metro area or in Vancouver, Washington

 

Membership in PDXFAN is by invitation only, and inclusion is decided by a majority of the existing members. In addition, only one member per firm (RIA) is represented in the consortium.

This means you can be sure that the financial advisors listed here provide you with a real choice.

You can also be sure that each of us is committed to serving the Greater Portland community, maintaining the highest standards of education and training, and serving you ethically and responsibly. To learn more about each of us—and to obtain our individual contact information—please click on one or more of the following pictures.

Andrew Jamison, CFP®

Andrew Jamison, CFP®

Main Avenue Financial Services
Patricia Passon, CFP®

Patricia Passon, CFP®

Encompass Financial Advisors
Alan Nelson, CFP®, EA

Alan Nelson, CFP®, EA

Sterling Investment Management
Jake Engle, CFP®

Jake Engle, CFP®

Wealth Planning & Management
Andy Tilp, CFP®

Andy Tilp, CFP®

Trillium Valley Financial Planning, LLC
Russell Francis, CPA, CFP®

Russell Francis, CPA, CFP®

Portland Fixed Income Specialists
Will Kaplan, CFP®

Will Kaplan, CFP®

Halcyon Financial Planning
Troy Thompson, CFP®

Troy Thompson, CFP®

Thompson Advisory Services

Not sure how to choose an Advisor?   Click on this “Pursuit of a Financial Advisor Field Guide” prepared for you by the National Association of Personal Financial Advisors (NAPFA)

Pursuit of a Financial Advisor Field Guide