Advisors

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The advisors listed on this website are all experienced fee-only financial planners located in or around Portland, Oregon.

All candidates for listing on this website must meet the following minimum requirements:

  • A minimum of 5 years of experience as a Financial Advisor

  • Must have one or more of the following credentials – CFP, CPA, PFS, CFA

  • Must service clients in the Portland Metro area

  • Fee-only Independent??? Must not accept commissions or referral fees

  • Must pass a regulatory review

None of the Advisors listed are stock brokers. Stock brokers generally work for brokerage firms and do not have to recommend trades that they think are in their clients’ best interests. Rather, they just have to recommend securities that are “suitable” (a much lower standard). Financial advisers, meanwhile, have a fiduciary duty to act in the best interests of their clients.

Alan Nelson, CFP®, EA

Alan Nelson, CFP®, EA

Sterling Investment Management
Jake Engle, CFP®

Jake Engle, CFP®

Wealth Planning & Management
Andrew Jamison, CFP®

Andrew Jamison, CFP®

Main Avenue Financial Services
Russell Francis, CPA, CFP®

Russell Francis, CPA, CFP®

Halcyon Financial Planning
Will Kaplan, CFP®

Will Kaplan, CFP®

Halcyon Financial Planning
Troy Thompson, CFP®

Troy Thompson, CFP®

Thompson Advisory Services
Patricia Passon, CFP®

Patricia Passon, CFP®

Encompass Financial Advisors
Andy Tilp, CFP®

Andy Tilp, CFP®

Trillium Valley Financial Planning, LLC