Top social Security optimization financial advisors in Portland, OR

Cole Buffehr is a financial advisor with Ameriprise in Portland, OR, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial and Cambridge Investment Research Advisors. He is also involved with Gojisan, LLC as a paraplanner. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, delivering personalized reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations overseen by a dedicated consulting team to support its clients’ retirement planning.

Richard Teutsch is a financial advisor at Arcadia Investment Advisors, LLC in Portland, OR, with 30 years of industry experience. He holds a Series 65 license and has been with Arcadia Financial Group since 1996. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, and well-diversified portfolios using mutual funds and ETFs, managing client assets at the portfolio or household level.

Jonathan Stults is a financial advisor at Merrill in Portland, OR, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Ross and Jewish Vocational Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rich Kelly is a financial advisor with Equity Services, Inc. in Portland, OR, holding a Series 63 designation and over 40 years of industry experience. He has been with Equity Services, Inc. and National Life of Vermont since 1985. In addition to his advisory role, he owns and manages health and life insurance sales businesses in the Pacific Northwest. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, using third-party asset managers and model portfolios, with a focus on both long-term strategies and options for shorter-term trading.

Lesley Tylczak is a financial advisor with Edward Jones in Portland, OR, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2017, she worked at Tylczak BANG! and served in the Department of Entomology at the University of Minnesota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

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.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.