Top financial advisors in Portland, 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 Portland, OR, you might face challenges like navigating relatively high state income taxes without the complication of sales tax. A financial advisor familiar with local tax nuances can help you avoid costly mistakes like misjudging tax impacts on your investment withdrawals or retirement income.
- Income tax insight. Look for advisors who understand Oregon's tax rates and how they affect your overall financial plan.
- Retirement income sequencing. Ask how they plan withdrawals to minimize tax burdens over time.
- Investment location strategy. Confirm they consider which accounts to draw from first to optimize tax efficiency.
- Coordination with tax professionals. Ensure they work alongside your tax preparer to align strategies and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cole B
Series 66
Portland, OR
Ameriprise
Cole Buffehr specializes in retirement income strategy and tax-efficient withdrawal planning, making him well-suited for managing Oregon's income tax challenges in retirement. Working with Ameriprise, a large firm serving clients with at least $1 million in assets, he leverages research and automated tools alongside a consulting team, offering a structured approach distinct from smaller firms or advisors with less experience in high-net-worth retirement planning.
Experience: 8 years
Avg account: $471,167
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Richard T
Series 65
Portland, OR
Arcadia Investment Advisors, LLC
Richard Teutsch offers expertise in general retirement planning and tax strategies like tax-loss harvesting and Roth conversions, which are crucial for managing Oregon's income tax impact on retirement income. With 30 years of experience at Arcadia Investment Advisors, he serves high-net-worth clients with a flat fee for accounts over $5 million, focusing on tax-efficient, diversified portfolios using mutual funds and ETFs.
Experience: 30 years
Avg account: $1,232,860
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Jonathan S
Series 66
Portland, OR
Merrill
Jonathan Stults offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Oregon's income tax challenges for retirement income sequencing and investment location strategy. Working at Merrill, a large firm with integrated Bank of America resources, he serves mid-career professionals and HENRY clients with a 1.10% AUM fee, providing access to diverse managed account programs and discretionary portfolio management.
Experience: 1 year
Avg account: $860,085
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Rich K
Series 63
Portland, OR
Equity Services, inc.
Rich Kelly's extensive 40-year experience and Series 63 designation equip him to navigate Portland's complex tax environment, especially for retirement plans and long-term care insurance. Operating within Equity Services, Inc., a large firm offering flat-fee financial planning and diverse investment platforms, he stands out by integrating advisory services with broker-dealer product distribution, catering to a broad client base including trusts and charitable organizations.
Experience: 40 years
Avg account: $221,971
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Lesley T
Series 66
Portland, OR
Edward Jones
Lesley Tylczak offers financial guidance in Portland, OR, with seven years of experience and a Series 66 designation, working at Edward Jones, a large firm known for comprehensive wealth management. Her specialties include charitable giving, estate planning, and college savings, and she serves diverse clients including retirees and business owners, providing a broad range of advisory programs with an annual fee up to 1.35%.
Experience: 7 years
Avg account: $246,728
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