Top financial advisors in Tigard, 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 Tigard, OR, you might face challenges like navigating relatively high state income taxes without the complication of sales tax. A financial advisor familiar with Oregon's tax landscape can help you avoid costly mistakes like misjudging your tax bracket or overlooking state-specific deductions.
- Income tax navigation. Confirm how the advisor plans for Oregon's income tax rates and integrates them into your overall strategy.
- Tax-efficient withdrawals. Ask how they sequence withdrawals to minimize your tax burden, especially if you have multiple account types.
- Local market insight. Look for knowledge of Tigard's economic environment to align your investments with regional opportunities and risks.
- Experience level. Discuss how their years of advising clients in Oregon shape their approach to your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David H
CFA®, Series 65
Tigard, OR
Brightwood Ventures, LLC
David Hofer's 13 years of experience and CFA® credential equip him to navigate Oregon's income tax landscape effectively, benefiting clients in Tigard, OR. His firm, Brightwood Ventures, LLC, serves high-net-worth individuals with a disciplined investment approach blending passive and active strategies, charging 1.25% AUM fees and offering financial planning at $150/hour, waived for assets over $500,000.
Experience: 13 years
Avg account: $2,083,908
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Todd P
Series 63, Series 66
Tigard, OR
Clear Creek Financial Management, LLC
Todd Pizzuti, based in Tigard, OR, brings 15 years of experience and holds Series 63 and 66 designations, supporting clients with tax strategies for small businesses and options strategies. His firm offers flat-fee financial planning and pension consulting, along with algorithm-driven research, providing a blend of fundamental and technical analysis that distinguishes him from other local advisors.
Experience: 15 years
Avg account: $455,356
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Jeani W
Series 63, Series 66
Tigard, OR
Steward Partners Investment Advisory, LLC
Jeani Winterbourne's 36 years of experience and Series 63 and 66 licenses equip her to navigate Oregon's tax landscape effectively, benefiting clients in Tigard, OR. Affiliated with Steward Partners Investment Advisory, a large firm managing $28.34 billion, she offers flat-fee and hourly financial planning, focusing on high-net-worth clients and ESG investing, distinguishing her from other local advisors.
Experience: 36 years
Avg account: $831,870
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Jon C
Series 63, Series 65
Tigard, OR
Cetera
Jon Corazza's 30 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address Tigard's income tax challenges. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients including high earners and those approaching retirement, providing flexible fee structures and broad financial planning services.
Experience: 30 years
Avg account: $306,089
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Bryan V
CFP®, Series 63, Series 65
Tigard, OR
UBS Financial Services
Bryan Vandergriff's 27 years of experience and CFP® certification equip him to navigate Oregon's income tax landscape effectively, benefiting clients in Tigard, OR. His role at UBS Financial Services, a large firm offering both brokerage and advisory services, complements his expertise in retirement planning and equity compensation tax strategy, making him well-suited for mid-career professionals and high-net-worth clients seeking comprehensive financial guidance.
Experience: 27 years
Avg account: $693,691
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