Top Financial Advisors in Portland, OR

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Ferguson Wellman Capital Management, a fee-only firm with a large team of advisors, is our top financial advisory firm in Portland. The Ferguson Wellman team includes advisors who have earned the Certified Financial Planner™ (CFP®) and chartered financial analyst (CFA) designations, among others. The employee-owned firm offers investment account management services and wealth management services, which include wealth planning, retirement, life events, philanthropic strategies, trusts and estates, taxes, risk management and education funding.

To be a client, you’ll need at least $4 million in investable assets. However, the firm has another division, West Bearing Investments, that has a lower account minimum of $1 million. The firm primarily serves high-net-worth individuals, but also works with individuals with less than a high net worth, pension and profit-sharing plans, charitable organizations and corporations.

Ferguson Wellman's investment principles prioritize a focus on the long term, an analysis of the global economic landscape and the management of risk. The firm offers several investment strategies, which it customizes according to each client's risk tolerance, time horizon, income needs and other factors. 

Its strategies, which primarily use individual securities, include large-cap tax-efficient equity, large-cap core equity, large-cap dividend value, international equity, fixed-income and alternatives, such as hedge funds, private equity, private real estate or other nontraditional assets.

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The individual investment management services at Becker Capital Management require at least $3 million in investable assets, though the firm may be willing to negotiate that requirement. As a result, a majority of the firm's clients are high-net-worth individuals. However, Becker Capital Management also serves non-high-net-worth individuals and various institutional clients. 

Becker Capital Management’s advisory team holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified private wealth advisor (CPWA), and chartered financial analyst (CFA), among others. The firm offers customized investment advisory services and financial planning services as needed. Its financial planning services are focused on helping clients achieve financial security.

Becker Capital Management creates customized portfolios for each client, based on their current income, risk tolerance, restrictions and long-term growth needs. The firm works with each of its clients to determine the appropriate asset allocation for both their taxable portfolios and their retirement funds, with a focus on tax efficiency. Becker uses a variety of investment strategies for client portfolios. These include various all-cap, large-cap, fixed-income, alternative, ESG and ETF strategies.

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Vision Capital Management is an advisory firm that works on a fee-only basis, which means the firm and its advisors do not receive third-party forms of compensation when working with clients. The firm primarily serves high-net-worth individuals and individuals below the high-net-worth threshold. It also works with retirement plans, charities, corporations and other businesses.

Vision Capital has a minimum account size requirement of $500,000 for full-service clients, and a $100,000 minimum for clients invested in the Vision Vaxa Dynamic Portfolios, which is an automated ETF allocation program that includes tax-loss harvesting and automatic rebalancing.

The premier services available at the firm are portfolio management, wealth planning and tailored advisory services. It manages equity, balanced, fixed-income and ESG portfolios, and provides access to its proprietary Vision Vaxa Dynamic Portfolios. The firm applies a range of investment strategies, including U.S. large-cap equity, fixed-income and ESG-focused approaches. Its methods rely on fundamental analysis, portfolio monitoring and risk assessment. The firm structures portfolios around client objectives and incorporates both traditional and responsible investing criteria where applicable.

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Phillips & Company Advisors, which has been in buisiness for over 20 years, is a fee-only practice that does not impose a minimum account size requirement. As a result, the majority of clients do not have a high net worth, although the firm also works with high-net-worth individuals, retirement plans, charities and businesses.

CEO Tim Phillips founded the firm and remains its majority owner. He has been in financial services industry for about 30 years and was, at one point, named by the Governor of Oregon to aid in the management of the state's venture capital and private equity investments.

Phillips and Company Advisors employs cyclical, fundamental and technical analyses to evaluate investments. Its strategies include long- and short-term purchases, frequent trading and margin transactions. The firm does not attempt to time the market but may modestly increase cash holdings based on risk tolerance and market expectations.

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To become a client of Horst & Graben Wealth Management, new clients typically need to invest at least $500,000, although the firm may accepts clients with less than that. Non-high-net-worth individuals make up the vast majority of Horst & Graben clients, while high-net-worth individuals, retirement plans and charities comprise the remainder of the firm's client base. 

Members of the small advisory team at Horst & Graben hold several financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC) and certified plan fiduciary advisor (CPFA) designations. 

As for advisory services, Horst & Graben offers discretionary and non-discretionary asset management, financial planning, retirement planning and estate planning. The firm primarily employs a tactical allocation strategy, actively adjusting client portfolios to respond to market conditions. Investment decisions are tailored to each client’s financial situation, tax considerations and goals. The firm uses technical, fundamental and charting analysis, and emphasizes diversification, negatively correlated assets and ongoing monitoring to manage risk.

As a fee-based firm, certain advisors on staff may earn commissions when selling insurance products. While this presents a potential conflict of interest, the firm has a fiduciary duty to act in clients' best interests.

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Vista Capital Partners is a fee-only firm that specializes in investment and wealth management. However, the firm isn't for everyone, as it requires its clients to have at least $3 million in investable assets, though the firm may be willing to reduce that requirement. The firm has both Certified Financial Planners™ (CFP®) and chartered financial analysts (CFAs) on staff. Vista Capital Partners provides services for both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and businesses.

In addition to its investment and wealth advisory services, Vista Capital Partners advises its clients on retirement planning, concentrated positions, college savings plans and charitable giving. The firm collaborates with clients' other advisors in the areas of insurance, estate planning and taxes to create a comprehensive wealth management plan.

At the start of each client relationship, Vista develops a custom investment policy statement, detailing a client's financial situation and objectives. Clients are able to impose restrictions on certain securities or types of securities. Each client's investment policy statement informs his or her investment plan. The firm employs a disciplined rebalancing strategy to ensure that portfolios remain within allocation targets.

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Encompass Wealth Advisors is a financial advisory firm that works with individuals with and without a high net worth, as well as some institutional clients, namely pension and profit-sharing plans. The firm does not state a minimum fee or minimum portfolio value for starting or maintaining an client relationship.

Clients of Encompass will have access to a wide range of services. These include financial planning, investment and wealth management, business planning, charitable gift planning, retirement planning, insurance planning, tax planning and more.

Encompass Wealth Advisors generally uses fundamental analysis and technical analysis when developing investment recommendations. Client assets may be allocated among mutual funds, stocks, bonds, ETFs, independent managers and, for eligible clients, privately placed securities.

Some of the advisors at this fee-based firm may earn commissions in their individual capacities as registered representatives or licensed insurance agents. While this creates a potential conflict of interest, the firm has a fiduciary duty to act in clients’ best interests.

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TPG Financial Advisors is a fee-based firm that works with invidiuals above and below the high-net-worth mark, as well as pension and profit-sharing plans, charities and businesses. The firm, also known as The Partners Group, has no minimum account size. However, because it's a fee-based firm, some on-staff advisors may receive commissions for selling insurance in their separate capacities as insurance agents. While this is a potential conflict of interest, the firm has a fiduciary duty to act in clients' best interests. 

TPG Financial Advisors provides investment management, retirement plan consulting and financial planning services. Offerings include portfolio analysis, development of investment strategies and ongoing monitoring. Services are customized to individual financial goals and may involve either discretionary or non-discretionary account management. The firm also offers standalone financial planning for an hourly or flat fee.

TPG Financial Advisors employs a systematic investment approach focused on broadly diversified portfolios tailored to each client's financial goals, risk tolerance and time horizon. The firm relies on strategic and tactical allocation, unconstrained approaches and absolute return portfolios. Investments typically include mutual funds, ETFs, bonds and U.S. government securities.

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Deschutes Investment Consulting is a fee-based firm that serves both non-high-net-worth and high-net-worth individuals, in addition to some institutional clients. The advisory team at Deschutes holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified plan fiduciary advisor (CPFA), chartered financial consultant (ChFC), among other designations. The firm generally requires a minimum investment of $250,000 to open an account and charges a minimum annual fee of $5,000.

The firm offers investment management and financial planning services, such as portfolio construction, retirement planning, estate planning, insurance analysis and education funding strategies. Some of the advisors at this fee-based firm can earn commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in clients' best interests.

In a nutshell, Deschutes Investment Consulting looks to manage assets for the long-term to achieve capital preservation and safe, consistent growth. The firm invests almost entirely in mutual funds, ETFs and separately managed accounts (SMAs). Its investment process centers on manager and fund selection using performance, cost and risk-adjusted criteria.

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While the legal name of this fee-only firm is Deschutes Portfolio Strategy, LLC, it conducts business as Matisse Capital. The firm works with individuals both with and without a high net worth, as well as a variety of institutional clients like retirement plans, charities and investment companies. Matisse Capital has a $1 million account minimum, but reserves the right to waive it.

The firm provides investment advisory, financial planning and retirement plan management services on both discretionary and non-discretionary bases. Its offerings include asset allocation guidance, portfolio structuring and the selection and monitoring of mutual funds and third-party-managed partnerships. It also has several financial advisor certifications on staff, including chartered financial analyst (CFA), certified plan fiduciary advisor (CPFA) and more.

Matisse Capital’s investment philosophy centers on diversification through low-fee, institutional-class mutual funds and discounted closed-end fund strategies. The firm applies modern portfolio theory and fundamental analysis to select funds with consistent performance, low correlation, and value-based management. Its proprietary model targets inefficiencies in closed-end fund pricing.