Top financial advisors in Hillsboro, 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.
You might seek a financial advisor in Hillsboro, OR when you're navigating complex decisions like managing high income taxes or planning for significant life changes. Without focused expertise, advisors may overlook how Oregon's relatively high income taxes impact your long-term financial plans.
- Income tax impact. Confirm how they incorporate Oregon's tax rates into your investment and withdrawal strategies.
- Retirement timing. Ask how they adjust plans considering local tax rules and your expected income sources.
- Fee structure clarity. Flat-fee advisors here often offer predictable costs; check how fees align with services.
- Experience with local regulations. Ensure they understand Oregon-specific tax nuances that affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Elliott T
Series 66
Hillsboro, OR
Cetera
Elliott Tracy's 12 years of experience and Series 66 credential equip him to address Hillsboro's tax complexities, especially for high earners and those nearing retirement. Operating within Cetera's large firm, he offers flat-fee financial planning and specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 12 years
Avg account: $306,089
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Christopher P
CFP®, Series 66
Hillsboro, OR
Wellspring Advisors, Inc.
Christopher Pawlowski, a CFP® with 11 years of experience in Hillsboro, OR, specializes in business exit strategies and equity compensation tax planning, which are crucial for managing Oregon's high income taxes. His firm, Wellspring Advisors, offers flat-fee financial planning ranging from $3,000 to $10,000 and emphasizes strategic asset allocation with tax-management techniques, distinguishing him from advisors with different fee structures or less focus on tax strategies.
Experience: 11 years
Avg account: $558,137
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Christopher H
CFP®, Series 63
Hillsboro, OR
Edward Jones
Christopher Hill's 22 years of experience and CFP® certification equip him to address complex financial needs in Hillsboro, including managing Oregon's income tax impact and retirement timing. Working at Edward Jones, a large firm with diverse advisory programs and a 1.35% annual fee, he offers wealth management and tax-loss harvesting services tailored for executives, business owners, and retirees.
Experience: 23 years
Avg account: $246,728
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Seth K
Series 63, Series 65
Hillsboro, OR
OSAIC
Seth Krussman in Hillsboro, OR, brings 14 years of experience and specializes in annuities, making him well-suited to address complex retirement and tax planning needs in Oregon. His firm, OSAIC, offers flat-fee structures up to $25,000 and serves diverse clients with a technology-driven investment approach, distinguishing him from advisors with smaller firms or different fee models.
Experience: 14 years
Avg account: $398,336
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Chad S
Series 63, Series 66
Hillsboro, OR
Raymond James Financial
Chad Southworth is equipped to address financial needs in Hillsboro, OR, with 13 years of experience and specialties in general retirement planning, business succession, and cash flow management. Operating within Raymond James Financial, a large firm, he offers flat-fee and hourly fee structures, serving a diverse client base including high-net-worth individuals and organizations, which may provide broader resources compared to smaller firms.
Experience: 14 years
Avg account: $700,796
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