Search Results
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1
Sigma Investment Management Company
Portland,
OR (0.38 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We are an independent, privately owned, fee-only financial advisory firm. Sigma was founded in 1992 and is a Registered Investment Advisor. We service clients throughout Oregon, and nationwide. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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2
Valentine Ventures, LLC
Portland,
OR (0.38 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $500,000
We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...
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3
Skyline Financial Northwest Inc.
Portland,
OR (0.75 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000...
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4
Strategic Group
Portland,
OR (2.61 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $1,000,000
We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000...
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5
Sterling Investment Management, Inc.
Beaverton,
OR (7.50 miles)
Services offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are a Fee-Only financial planning and investment advisory firm and provide independent financial services to assist each client with developing their custom financial plan needed to achieve their specific goals.
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6
Schulmerich & Associates Asset Management LLC
Portland,
OR (7.90 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000...
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7
Skyline Financial Northwest Inc.
Happy Valley,
OR (8.87 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000...
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8
SecondHalf Planning & Investment
Clackamas,
OR (10.56 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
We specialize in the unique financial needs of widows, retirees, and others actively preparing for life's second half. Our NEW CLIENT minimum portfolio size = $250,000....
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9
Allen Capital Management, LLC
121 SW Morrison Street
Portland, OR
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10
Baker Ellis Asset Management LLC
1211 S.w. Fifth Ave. Suite 2910
Portland, OR
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11
Beacon Alternative Strategies LLC
121 SW Morrison St. Ste 450
Portland, OR
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12
Cairn Investment Group
121 SW Morrison
Portland, OR
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13
Pacific Investment Advisors LLC
1211 SW Fifth Ave
Portland, OR
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14
Becker Capital Management Inc
1211 SW 5th Avenue
Portland, ORServices offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We bring a patient, tempered and professional approach to securities investment. Our clients take comfort in putting their trust in the hands of an experienced team that has weathered many financial storms.
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15
Silver Oak Advisory Group
1130 SW Morrison St
Portland, OR
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16
Thompson Rubinstein Investment Management Inc
715 SW Morrison Suite 604
Portland, OR
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17
Lenington Financial
107 SE Washington Street
Portland, ORServices offered: Money Management, Retirement Planning, 401K to IRA Rollover
**NAPFA member ** We are a Fee-Only Registered Investment Advisory firm. We provide our clients as-needed or comprehensive financial planning and investment management advice regardless of net worth, income or investible assets.
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18
Mengis Capital Management, Inc.
One SW Columbia
Portland, OR
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19
Peregrine Asset Advisers, Inc.
One SW Columbia Suite 1680
Portland, OR
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20
Vision Capital Management, Inc.
One SW Columbia
Portland, OR
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21
CMC Advisers, LLC
4800 SW Macadam Avenue, Suite 305
Portland, OR
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22
Strategic Group
4380 Southwest Macadam Avenue
Portland, ORServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $1,000,000
We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000...
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23
Cascade Investment Advisors, Inc.
1507 NW 24th Avenue
Portland, OR
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24
Howarth Financial Services, LLC
2818 SE 65 Avenue
Portland, ORServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives.
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25
Susan A. Nestor, P.C.
9600 SW Capitol Hwy
Portland, OR
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