Top cash flow / budgeting financial advisors working with high-net-worth individuals in Beaverton, OR

Andrew Knox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been affiliated with Cambridge since 2018 and has operated his own accounting and tax-related firms since 1993, including roles as a CPA and enrolled agent. Knox also manages a tax preparation and accounting LLC and is involved in independent insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across multiple platforms and maintaining both proprietary and third-party investment strategies.

Michael Bien is a financial advisor at Independent Solutions Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Blackridge Asset Management, Peak Brokerage Services, Financial Investment Team, and Woodbury Financial Services. Outside of advisory roles, he is also an insurance agent focusing on fixed insurance sales. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation process with manager selection and tactical portfolio strategies.

Mark Moore is a financial advisor with OSAIC, holding the ChFC® designation and over 37 years of industry experience. He has previously worked at Securities America Advisors, Inc. for 15 years and has operated M. Steven Moore Company, LLC since 2003. Outside of his advisory work, Moore serves as Acting Director-President of a homeowner sub-association and has entrepreneurial experience owning an internet cookie business. OSAIC serves a wide range of retail and institutional clients by providing brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lissa Piper is a CFP® and holds a Series 65 license, with four years of experience in financial advising. She is the sole advisor at Money Blossoms, an independent firm she has been with since 2021. In addition to her advisory role, she has worked with Tualatin Valley Fire & Rescue since 2009. Money Blossoms provides discretionary portfolio management and a range of financial planning services to individuals and high-net-worth clients, emphasizing passive investment strategies through index mutual funds and ETFs. The firm offers ongoing planning with continuously updated software, tax return preparation services, and structured educational workshops and seminars for small groups.

Danielle Dark is a financial advisor at Key Investment Services LLC in Beaverton, OR, holding Series 63 and Series 66 credentials with eight years of industry experience. She has worked at Key Investment Services since 2018 and previously at Key Bank from 2016 to 2021. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategist design, and integrates services from KeyCorp affiliates including banking and investment-banking capabilities.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.