Financial Advisors Portland

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Financial Planning Services Portland

Are you stressed over personal finances and money management? At Financial Advisor Portland, we know how stressful it can seem to plan for the future. This is why we are here to help you!

Give us a call today so that one of our Portland financial advisors can help you take the first steps towards your financial security.

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Financial Advisor Portland

Are you really as prepared as you think?

Welcome to Financial Advisor Portland! We know that financial planning can sometimes seem difficult or overwhelming, and many people don’t know where to start. This is where we come in. Our team of Portland financial planners are here to help take a look at your current financial situation, and help make recommendations so that you can start to fund your future!

We provide free life insurance quotes.

Contact us for a fast and free quote!

About Our Company

At Financial Advisor Portland, we created our financial company with a simple mission: to help people in need of our financial services, and to offer the best financial solutions to the many different problems facing our clients.

So whether you are looking for life insurance, retirement annuity, or even just to build a financial strategy, our team of certified financial planners is Portland OR are ready to help. Our goal is to offer you helpful and manageable financial solutions, and to be the best financial advisors possible to every one of our clients.

All of our financial advisors wear many hats. Whether as a life insurance agent, wealth advisor, or financial consultant, we are here to help you meet your financial goals and make sure that you are on track to achieve financial success in the future.

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Why choose Us?

There are a lot of financial companies out there, but they are not all created equally. At Financial Advisor Portland, we have always put the needs of our clients first, which is something that has set us apart from other financial and life insurance companies.

Whether you need a life insurance quote, or are even just wondering how to choose a financial planner, we want to offer you the right solutions for you, which is why our Portland financial advisors offer a number of different financial services, including:

  1. Financial Planning
  2. Life Insurance / Annuities
  3. Retirement Planning
  4. Business Planning
  5. Children Education Goals
  6. Wealth Management / Investments
  7. Disability Insurance / Income Protection
  8. Cash Flow Management / Debt
  9. Estate Planning
  10. Long Term Care Insurance

With so many different services available, we can help you make sure that you have everything taken care of, so that no matter what the future may hold for you, you and your loved ones can always be prepared.

If you are interested in any of the financial services we offer at Financial Advisor Portland, contact us today to see how one of our financial planners in Portland can help you. Come to our office, or ask about doing a meeting remotely! Our financial planners are available for virtual meetings as well.

We provide free financial plans.

Contact us for a free a financial consultation!

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How It Works?

If you are looking to find a financial advisor near you, Financial Advisor Portland can help you find financial planners in Portland. Sometimes finding a financial advisor or financial counselor that you trust can seem difficult. All of our planners, money managers, and wealth advisors come highly recommended, and are all educated in the financial business.

Typically the first thing we like to do is to go over your current financial plan and situation. Whether it was built by another advisor, or something that you built yourself, our financial advisors in Portland Oregon are more than happy to go over your financial plan with you.

By going over your plan, we can see what looks good, and what needs work. By going over your financial goals, such as retirement planning or funding your child’s future education, we can help you see if you are on track to meet those goals, and if not, what you need to do in order to reach those goals.

Once a financial advisor in Portland OR goes over your financial plan to see what needs improvement, then they can make the proper recommendations for your financial situation. These should be recommendations to help you achieve the things you want financially, and should line up with your financial needs.

Portland Financial Services

When it comes to financial management, there are many different aspects. This is why we offer so many services at Financial Advisor Portland. Our many different financial services are available to our clients to meet their many different financial needs.

Financial Planning

What is financial planning?

Financial planning is when a certified financial planner or a financial advisor goes over your current financial situation and helps you make financial goals for the future.

They can make recommendations to help build your financial security based on where you are now and where you want to be.

Long Term Care Insurance

Long term care insurance helps to make sure that in the event you cannot take care of yourself in your old age, you can still have some financial freedom.

Nursing homes and assisted living are very costly, and even though almost half of people over the age of retirement will face a long term care event, most people fail to plan for it. Start saving now so that you can be prepared later on down the road.

Life Insurance Portland OR / Annuities

If you are looking for life insurance in Portland, or looking for a life insurance company near you, talk to one of the many financial consultants near you at Financial Advisor Portland.

Our financial advisors are also insurance agents that can help you find what you are looking for, whether it’s whole life insurance or term life insurance.

Talk to a financial advisor so that you and your loved ones can be financially prepared in the event of premature death.

Retirement Planning Portland

Retirement planning helps to ensure that you are saving enough now, so that when you are ready to retire, so is your savings account!

It is never too early to talk to a money manager about planning for retirement. By starting now, you can ensure that you will be ready when the time comes, so you can live out the rest of your days comfortably and stress free.

Business Planning

We know that you have spent years building your business, and Financial Advisor Portland wants to help make sure that everything is taken care of.

Our group life and disability insurance packets help make sure that you and your employees can be ready for anything, so you can focus on growing your business even more!

Children Education Goals

If you are interested in funding your child’s future education, the best time to start is now!

Talk to a financial consultant in Portland to help you start setting money aside now, to help set your children up for success in the future.

Wealth Management / Investments

If you feel like your money could be doing more for you, talk to an advisor about our different investments and wealth management options.

We can help you put your money in better places, so that you get the most out of your dollars. You work hard for your money, now it’s time for your money to work for you!

Disability Insurance / Income Protection

In the event that you suddenly could not work, would your plans and financial goals for the future all get derailed in order to make ends meet now?

Disability income insurance helps to take care of you and your loved ones in the event that you cannot work anymore. This way you won’t have to sacrifice your future financial plans.

Cash Flow Management / Debt

If you are feeling overwhelmed by debt, you are not alone! Whether it’s loans for schooling, credit card debt, etc., there are lots of people out there that struggle with getting back on track after being so far in debt.

Our advisors can help make sure that you are putting your money in the right places to help tackle some of that debt, so that your money is doing more for you instead of getting spent on needless expenses.

Estate Planning Portland

With a will and proper estate planning, our financial advisors can help you ensure that the people and things that are most important to you will go to those you trust most after you die.

Without proper planning, your state will take it upon themselves to make those decisions, so talk to a financial planner today to make sure that you get the final word.

About Portland OR

Known for its vibrant culture and diverse population, Portland is a true melting pot of people. As the largest city in Oregon, it is surrounded by beautiful rivers, such as the Columbia and Willamette Rivers, and breathtaking mountains like Mount Hood. Home to numerous musical festivals and a thriving arts scene, every year tourists come from miles around to see how the people there continue to “Keep Portland Weird”.

We have been helping to people of Portland work towards their financial goals for years, as well as some of those in the surrounding areas, such as:

  • Vancouver, OR
  • Gresham, OR
  • Beaverton, OR
  • Tigard, OR
  • Tualatin, OR
  • Oregon City, OR
  • And many other surrounding areas

Frequently Asked Questions

There are a lot of questions to ask a financial advisor, such as how to choose a financial planner, and so on. It is natural to have questions, and our advisors are ready to help in any way we can, and answer any questions you might have.

What does a financial advisor do, and how do I find a financial advisor?

“What is a financial advisor” is also a very common question closely related to this one. A financial advisor will go over your financial plan with you and help you get from where you are currently to where you want to be, in the best and most manageable way possible.

How to choose a financial planner for retirement / when to get a financial planner?

It is never too early to start planning for retirement, and never too soon to start looking for a financial planner. The sooner you start saving and planning, the sooner you can start setting aside the right amount of money to be prepared for the future.

What kind of life insurance is better?

There are different types of life insurance, such as whole life or term. What kind of life insurance you get could vary a lot based on where you are in your life. Each type of life insurance has different benefits, such as price or how long it will last. Talk to an advisor to get a personalized recommendation of what would be best for you.

Client Testimonials


“A while back, I was looking for financial planners near me, and my good friend referred me to her advisor. My husband and I went to go see him, and he helped us so much! He helped us to see that we were not saving nearly enough for retirement, so he helped us come up with a plan so that we can be more prepared when the time comes.”

- Emma O.


“My advisor is great. I have been seeing her for years, and every year she always calls me so we can catch up and make sure that I am still happy with my plan. She has helped me make changes as I get older so that I still stay on track to meet my goals. She also helped me get a very affordable life insurance policy to take care of my son if anything were to happen to me.”

- Sara K.


“Our financial planner helped us start saving for our daughter’s future schooling, so that we can help pay for her college. It’s nice that we can set aside a little every month instead of having to take out a huge sum all at once.”

- Daniel P.

Get a free financial plan today.

Contact us today for your free financial plan!

Contact Us Today

Financial Advisor Portland is here to help make your financial goals happen. Planning and saving for the future does not have to be such a hassle anymore. Our team of financial advisors and planners are here to help you in any way that we can, by offering recommendations that are going to help you grow financially without breaking the bank.

Contact us today so that we can go over your financial plan with you and help you get started on the path to financial success.

Financial Advisors Portland

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