The Portland Financial Advisors Network (PDXFAN) is a group of Portland-local financial planning experts who are passionate about helping their clients reach their goals.
Even though each of us is an independent business owner, we believe that helping individuals find the right advisor for their needs should be our ultimate priority. This network is dedicated to helping individuals and families in and around the greater Portland area find an advisor who’s an exact match for their unique goals.
We hope that, through our network, you’ll be able to find the expert who best meets your unique needs.
As members of the network, we are united by our commitment to provide clients with the highest quality advice and service.
The compensation structure for a financial advisor can play a significant role in determining his or her objectivity.
Contrary to popular belief, most advisors are NOT required to act in the best interests of their clients!
Read More → about Fee-OnlyAs independent advisors we do not represent banks, brokerage companies, insurance companies or other large financial corporations.
Instead, we work directly for our clients, representing their interests and their interests alone.
Read More → about IndependentYou want an advisor you can trust. This begins with choosing an advisor working under a fiduciary level of care.
All members of the Portland Financial Advisors Network must operate as fiduciary advisors in all aspects of their practice at all times.
Read More → about FiduciaryMost people think all financial planners are “certified,” but this isn’t the case. Just about anyone can use the title “financial planner.” Only those who have fulfilled the CFP Board’s rigorous requirements can call themselves a CFP® professional.
When choosing an advisor, CFP® certification really should be on your list of “must haves.” All the advisors listed on this site are CFP® professionals.
Read More → about Financial CertificationsWe recognize and value the importance of continuing education and the role it plays in providing high quality advice.
As NAPFA registered financial advisors we maintain significantly higher continuing education requirements compared to the rest of the financial services industry.
Just like you, we live and work in Portland. It’s home and we are proud to be part of the local community.
This site exists to help you find a great, local advisor who will work with you to make empowered financial decisions.
Read More → about Local to PortlandIf we are going to make good financial decisions, we have to make them in the broader context of our lives. - Carl Richards, The Behavior Gap
Here are some additional tools to assist with that task.
You'll find all the PDXFAN advisors on NAPFA's site too, but in case you want a longer list or don't find what you are looking for here; the Find An Advisor tool is another resource.
Another offering from NAPFA, the Pursuit of a Financial Advisor Field Guide provides a good overview of the basics you'll want to know as you begin your search for a great advisor.
Pursuit of a Financial Advisor Field Guide - pdf file
