Best Financial Planners in Portland (2026 Rankings)

Somerset Wealth Strategies stands out with a perfect 5-star rating and a significant number of reviews, indicating a strong track record of client satisfaction. They focus on creating personalized strategies designed to help you achieve your long-term financial goals. Their extensive experience and client-centric approach make them a leading choice for financial guidance in Portland.

Lifelong Wealth Management has earned a stellar 5-star rating, reflecting a commitment to exceptional client service. They specialize in building lasting relationships and providing tailored financial advice to support your life's journey. Their dedication to understanding individual needs ensures a personalized path to financial security.

With a flawless 5-star rating, Pure Portfolios is recognized for its clear and effective approach to investment management. They emphasize building diversified portfolios designed to meet specific client objectives. Their commitment to transparency and disciplined strategies provides clients with confidence in their financial future.

Infinite Heights Wealth Management boasts a perfect 5-star rating, signifying a dedication to client success and growth. They focus on ambitious financial planning to help you reach new heights in wealth accumulation. Their forward-thinking strategies are designed to navigate market complexities and optimize your financial trajectory.

Indigo Wealth Management achieves a perfect 5-star rating, highlighting their ability to provide valuable financial insights and support. They are dedicated to understanding your unique financial landscape and crafting plans that align with your aspirations. Clients appreciate their supportive demeanor and the clarity they bring to financial planning.

Harlow Wealth Management has secured a perfect 5-star rating, underscoring their reliability and comprehensive service offerings. They are committed to providing sound financial advice and personalized planning for a secure future. Clients can expect a thorough and dependable partner in managing their wealth.

Ruben Artiga at First Command Financial Advisor holds a perfect 5-star rating, specializing in financial guidance for military members and their families. He offers tailored advice to navigate the unique financial challenges and opportunities within the armed forces. His expertise ensures clients receive specialized support for their specific life circumstances.

Pia D Meyer, a Financial Advisor with Edward Jones, achieves a 5-star rating, emphasizing personalized client relationships. She focuses on understanding individual financial goals and providing accessible, tailored advice. Clients value her approachable style and commitment to building long-term financial plans.

Interactive Wealth Advisors, Inc. earns a perfect 5-star rating, suggesting a highly engaging and effective client experience. They focus on collaborative planning and utilizing modern approaches to wealth management. Their name suggests a hands-on, participatory process for clients seeking active involvement in their financial strategy.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.

Asset Preservation Wealth & Tax stands out with a high 4.7-star rating, indicating strong client satisfaction in managing both wealth and tax implications. They offer a dual focus on growing assets while strategically preserving them through tax-efficient planning. Clients benefit from their analytical approach to complex financial situations.

* This business has a high rating but fewer reviews than average. We include it as a "Hidden Gem" worth exploring.