Top financial advisors in Beaverton, OR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Beaverton, OR, you might face challenges balancing income taxes with your investment goals since Oregon has relatively high income taxes but no sales tax. Without focused guidance, it's easy to overlook how state tax rules affect your overall financial plan.
- State tax impact. Ask how they incorporate Oregon's income tax rates into your investment and withdrawal strategies.
- Income timing strategies. Confirm if they help you plan income recognition to minimize tax burdens across years.
- Fee structure clarity. Flat-fee advisors here may offer predictable costs, so check how fees align with the services you need.
- Experience with local regulations. Ensure they understand Oregon-specific tax nuances that could affect your retirement or estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew K
Series 63, Series 66
Beaverton, OR
Cambridge Investment Research Advisors
Andrew Knox's extensive 27 years of experience and his dual role managing tax and accounting firms in Beaverton equip him to integrate Oregon's income tax considerations into retirement income strategies effectively. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee financial planning and consulting, he serves diverse clients including business owners and retirees, providing both discretionary portfolio management and tax-focused financial wellness services.
Experience: 27 years
Avg account: $378,281
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Michael B
Series 63, Series 66
Beaverton, OR
Independent Solutions Wealth Management, LLC
Michael Bien offers expertise in active portfolio management with 21 years of experience, making him well-equipped to navigate Oregon's tax environment for clients in Beaverton. His firm uses a strategic asset allocation approach and combines fundamental and technical analysis, serving individuals and high-net-worth clients with fee options including up to 2.75% AUM and hourly consulting rates.
Experience: 21 years
Avg account: $353,136
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Mark M
ChFC®, Series 63
Beaverton, OR
OSAIC
Mark Moore's 36 years of experience and ChFC® designation equip him to navigate Oregon's complex tax environment, particularly for clients interested in annuities. Operating within OSAIC, a large SEC-registered firm known for technology-driven portfolio management, he offers flat-fee financial planning up to $25,000, which may appeal to those seeking predictable costs alongside seasoned expertise in Beaverton.
Experience: 37 years
Avg account: $398,336
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Lissa P
CFP®, Series 65
Beavereton, OR
Money Blossoms
Lissa Piper, a CFP® professional in Beavereton, OR, specializes in retirement income strategy and business sale tax planning, which are crucial for managing Oregon's high income taxes. Her independent firm, Money Blossoms, offers flat-fee financial planning with a primarily passive investment approach using diversified index funds and ETFs, distinguishing her from advisors with different fee structures or investment styles.
Experience: 4 years
Avg account: $695,073
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Danielle D
Series 63, Series 66
Beaverton, OR
Key Investment Services LLc
Danielle Dark's experience at a large firm in Beaverton, OR, equips her to navigate Oregon's tax environment, incorporating tax-loss harvesting and active portfolio management to optimize investment strategies. Her firm offers wrap-fee advisory programs with model-driven options, serving diverse clients including trusts and small businesses, which may provide broader financial planning perspectives compared to advisors focused solely on individual portfolios.
Experience: 8 years
Avg account: $254,267
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