.jpeg)
Best Financial Advisors in Portland
Portland Financial Planners
Navigating your financial future requires more than just numbers, it requires trust, strategy, and a long-term vision. The best financial advisors in the Portland metro area are known for blending technical expertise with personalized guidance to help clients reach their goals. From retirement planning and wealth management to investment strategies and estate considerations, these advisors are shaping financial security for individuals, families, and businesses across the region. Some are independent consultants, others operate boutique practices, and many serve clients as leaders within established firms yet all share the same mission: helping people plan smarter for tomorrow.
At Digital Reference, we spotlight the professionals who are setting standards in financial planning and wealth management. By connecting you to trusted Portland advisors, we help ensure you gain clarity, insight, and confidence in navigating your financial journey.
Methodology: How We Chose These Portland-based Financial Advisors
Our selection process ensures that every featured professional has a proven record of impact and credibility:
🔎 Research-driven: Verified public results, case studies, and financial frameworks.
📈 Client-reviewed: Real feedback that reflects trust and proven ROI.
🏆 Industry-recognition: Awards, speaking engagements and thought leadership in financial planning.
🌍 Location-based: Advisors rooted in Portland, serving the community directly.
With these criteria in mind, we’re excited to showcase the standout professionals shaping Portland’s financial advisory landscape.
🌟 Meet the Financial Advisors in Portland
♦️ Mark B. Umek, CFP®
Financial Advisor at Empirical Wealth Management
Mark B. Umek, CFP®, has established himself as a trusted voice in the Portland financial planning community. With years of experience guiding individuals and families, he focuses on long-term wealth preservation and investment management. His career reflects a balance of technical expertise and client-centered care, helping diverse clients navigate market shifts and personal milestones. Mark’s approachable style and commitment to education empower clients to take ownership of their financial decisions.
Known in Portland for his comprehensive approach, Mark provides detailed financial roadmaps that consider retirement, risk management, and legacy planning. His ability to integrate tax and estate strategies gives clients an edge in building sustainable wealth.
💡Why Mark stands out as a Financial Advisor:
📊 Deep knowledge in financial planning frameworks that adapt to client goals.
🤝 A reputation for building lasting client relationships built on trust.
🎯 Strategic retirement planning tailored for long-term success.
🌍 Contributions to the Portland financial community through thought leadership.
♦️ Rick Schmidt, CFP
Wealth Advisor at Confluence Wealth Management
Rick Schmidt, CFP, has earned recognition for his dedication to personalized wealth planning. His career highlights a strong focus on holistic strategies that align investments with life goals. Over the years, Rick has worked with clients from a wide range of backgrounds, helping them move from uncertainty to confidence in their financial outlook.
As a financial planner, Rick is known for translating technical knowledge into actionable steps. His strategies prioritize long-term security while remaining flexible to life’s changes, making him a reliable advisor for families and business owners alike.
💡Why Rick stands out as a Financial Advisor:
💬 Strong communication skills that simplify complex financial concepts.
📈 Proven ability to guide clients through volatile market conditions.
🤝 Hands-on approach that emphasizes collaboration and transparency.
🏅 Industry recognition for contributions to financial literacy in the region.
♦️ Ryan Oldroyd, CFP®, CPA/PFS
Financial Planner and Advisor at First Pacific Financial
Ryan Oldroyd, CFP®, is widely regarded for his thoughtful and disciplined approach to financial planning. With a career dedicated to empowering clients to align their financial goals with their personal values, Ryan has built a practice that emphasizes both long-term stability and day-to-day clarity. He is recognized for guiding professionals and families through the evolving challenges of retirement planning, investment diversification, and wealth preservation.
In Portland, Ryan is known for his ability to blend technical knowledge with a client-centered outlook. His focus on comprehensive planning helps clients prepare for life’s major transitions with confidence and security.
💡Why Ryan stands out as a Financial Advisor:
📊 Expertise in wealth management with a focus on long-term growth.
🤝 Strong reputation for client education and transparency.
🎯 Personalized strategies that adapt to changing life goals.
🌟 Active contributor to Portland’s financial literacy initiatives.
♦️ Kathleen Kee, CFP®
Senior Wealth Advisor at Buckingham Strategic Wealth
Kathleen Kee, CFP®, brings both precision and empathy to her work as a financial advisor. With years of experience in guiding clients through the complexities of investment planning and wealth management, she has earned a reputation for clarity and trust. Kathleen’s career reflects her dedication to helping individuals, families, and small business owners navigate financial decisions that align with their broader life goals.
Her approach emphasizes not just growth, but balance—ensuring that financial strategies support the well-being of her clients today and in the future. Her thoughtful communication style makes her especially approachable for first-time investors.
💡Why Kathleen stands out as a Financial Advisor:
💬 Skilled communicator who simplifies complex strategies.
📈 Track record of delivering results-driven financial plans.
🤝 Trusted advisor for both individuals and small businesses.
🌍 Committed to strengthening the financial resilience of her local community.
♦️ Ryan Coffee, CFP®
Senior Financial Planner at JGP Wealth Management
Ryan Coffee, CFP®, has built his career around guiding individuals and families through wealth management with a personable, client-first approach. Known for his steady guidance, Ryan helps clients navigate retirement readiness, investment diversification, and legacy planning. His approachable style ensures that clients feel comfortable asking questions and making informed decisions.
In Portland, Ryan is recognized for his blend of strategic foresight and empathetic advising. He has a reputation for helping clients stay on track toward their goals even through market fluctuations.
💡Why Ryan stands out as a Financial Advisor:
📈 Expertise in retirement planning and wealth preservation.
💬 Known for clear communication that inspires client confidence.
🤝 Builds strong, collaborative relationships with clients.
🌟 Valued resource in Portland for accessible financial education.
♦️ Jeff Gale, CFP®
Associate Financial Advisor at Legacy Wealth Partners, Inc.
Jeff Gale, CFP®, is an experienced advisor known for his holistic and future-focused financial planning. With years of service in the Portland area, Jeff has guided countless clients through wealth management, retirement strategies, and investment planning. His work emphasizes not only achieving financial milestones but also aligning those milestones with a fulfilling lifestyle.
Jeff is recognized for combining analytical rigor with a supportive advisory style. Clients appreciate his ability to translate financial data into actionable strategies that support long-term growth and security.
💡Why Jeff stands out as a Financial Advisor:
📊 Skilled in balancing investment risk and opportunity.
🤝 Trusted advisor with a client-focused, personalized approach.
🏆 Recognized for thought leadership in financial planning circles.
🌍 Dedicated to advancing financial knowledge in the Portland community.
♦️ Jared Tevis, CFP®, MSF, ChFC®
Financial Advisor at Eagle Strategies, LLC
Jared Tevis, CFP®, MSF, ChFC®, is a highly credentialed advisor who combines advanced academic training with practical experience in wealth management. With a Master of Science in Finance and multiple certifications, Jared offers clients deep technical expertise alongside accessible financial strategies. His career reflects a balance of data-driven planning and personal guidance, making him a trusted resource for individuals and families seeking clarity in their financial futures.
In Portland, Jared is known for tailoring his strategies to meet the unique needs of professionals and business owners. His work often focuses on retirement readiness, investment growth, and tax-smart planning.
💡Why Jared stands out as a Financial Advisor:
📚 Advanced credentials and academic depth in finance.
📊 Proven success in retirement, tax, and investment strategies.
🤝 Reputation for making technical concepts approachable.
🌟 Respected voice in Portland’s wealth management community.
♦️ Daniel J. Nance, CFP®
Senior Financial Advisor at Cedar Mountain Advisors, LLC
Daniel J. Nance, CFP®, brings decades of experience to the Portland financial planning landscape. Known for his patient, client-centered approach, Daniel has guided individuals, families, and business owners through market cycles, major life transitions, and long-term planning. His work emphasizes building financial security while aligning strategies with client values.
He is especially recognized for mentoring younger professionals and providing educational resources that empower clients to take a more active role in their financial journeys.
💡Why Daniel stands out as a Financial Advisor:
📈 Long-standing track record of client success.
🤝 Trusted mentor and educator in financial planning.
📊 Holistic strategies for retirement, estate, and investment planning.
🌍 Active presence in Portland’s professional and community networks.
♦️ Marc Kadomatsu, CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning at Human Investing
Marc Kadomatsu, CFP®, ChFC®, CLU®, is a highly respected figure in the Portland advisory community with decades of leadership in financial planning. His extensive credentials reflect a career dedicated to excellence in investment management, retirement strategies, and wealth transfer planning. Marc’s depth of expertise allows him to craft tailored strategies that address both immediate and long-term client needs.
He is known for his ability to integrate advanced planning techniques while keeping clients grounded in practical steps. Marc’s work often focuses on intergenerational planning, ensuring families are equipped to build and preserve wealth across lifetimes.
💡Why Marc stands out as a Financial Advisor:
📚 Extensive credentials showcasing advanced financial expertise.
🏆 Recognized leader in intergenerational and estate planning.
🤝 Builds enduring client relationships through trust and integrity.
🌍 Highly regarded contributor to Portland’s financial services industry.
♦️ Georgia Lee Hussey, CFP®
Founder & CEO of Modernist Financial
Georgia Lee Hussey, CFP®, is a forward-thinking financial advisor with a strong focus on values-driven wealth planning. She is known for working with creative professionals, entrepreneurs, and socially conscious clients who seek financial strategies aligned with their broader life goals. Georgia’s work emphasizes the intersection of financial security and personal meaning.
In Portland, Georgia has earned recognition for championing diversity and inclusivity in financial services. She stands out for blending innovative strategies with empathy and purpose-driven planning.
💡Why Georgia stands out as a Financial Advisor:
🌈 Advocate for inclusivity and diverse client representation.
📊 Creative, values-driven approach to financial planning.
🤝 Strong community presence in supporting underrepresented voices.
🌟 Recognized leader bringing innovation to Portland’s financial scene.
♦️ Kori L. Allen, CFP®
Co-founder, Managing Director, Investment Advisor at Pearl Wealth LLC
Kori L. Allen, CFP®, has built her career on helping clients navigate complex financial decisions with clarity and confidence. With extensive experience in retirement planning, investment strategies, and risk management, Kori provides comprehensive advice designed to secure long-term stability. Her style is defined by empathy and precision, making her a reliable partner for clients across life stages.
She is especially respected for her ability to work with women professionals and business owners, tailoring financial strategies to support independence and growth.
💡Why Kori stands out as a Financial Advisor:
💬 Clear communicator who prioritizes client empowerment.
📊 Skilled in designing retirement and risk management strategies.
🌟 Advocate for women’s financial independence.
🤝 Trusted advisor fostering long-term client relationships.
♦️ Ed Lebold, CFP®
Principal and Financial Advisor at Portland Financial Group
Ed Lebold, CFP®, brings years of expertise in wealth management and investment planning to the Portland community. His approach focuses on aligning client goals with actionable strategies that withstand market volatility. Known for his disciplined style, Ed has helped countless individuals and families achieve financial security and growth.
His work emphasizes a strong balance between risk and opportunity, making him a trusted partner for clients seeking both safety and growth.
💡Why Ed stands out as a Financial Advisor:
📈 Proven ability to manage portfolios through changing markets.
🤝 Known for personalized, client-centered service.
📊 Strong focus on wealth preservation and growth.
🌍 Respected member of Portland’s financial advisory network.
♦️ Nate Baim, MBA, CFP®
Planner / CCO / Founding Member at Pursuit Planning and Investments, LLC
Nate Baim, MBA, CFP®, brings a rare combination of business expertise and financial planning knowledge to his clients. With an MBA and CFP® designation, Nate bridges the gap between corporate-level strategy and individual financial planning. His work helps clients achieve their financial goals with strategies rooted in both technical analysis and practical application.
He is known in Portland for assisting entrepreneurs, professionals, and families with strategies that balance growth with long-term stability.
💡Why Nate stands out as a Financial Advisor:
📚 Advanced academic and professional background in finance.
📈 Strong advisor for entrepreneurs and business professionals.
🤝 Builds client strategies that balance opportunity and security.
🌟 Active presence in Portland’s financial advisory community.
♦️ Corey Beal, CFP®
CEO at Empowering Finance
Corey Beal, CFP®, is known for his inclusive, client-centered approach to financial planning. His work emphasizes personalized strategies that honor each client’s values and long-term goals. Corey has built a reputation for serving diverse client groups, with a focus on creating financial pathways that reflect individual priorities and lifestyles.
In Portland, Corey is recognized for his advocacy in making financial planning more accessible and inclusive, especially for underrepresented communities.
💡Why Corey stands out as a Financial Advisor:
🌈 Advocate for inclusive and accessible financial services.
📊 Known for strategies that align wealth with client values.
🤝 Builds trust through authenticity and collaboration.
🌟 Recognized for advancing diversity in Portland’s financial industry.
♦️ Fred King, CFP®
Financial Advisor and CPF at The H Group, Inc.
Fred King, CFP®, has a long-standing reputation as a trusted advisor in the Portland area. His career spans years of guiding individuals and families through retirement readiness, estate planning, and wealth preservation. Fred is known for his steady, reliable presence, helping clients remain confident through market fluctuations and life changes.
His ability to balance traditional financial strategies with modern solutions makes him a respected and versatile advisor.
💡Why Fred stands out as a Financial Advisor:
📈 Extensive experience in retirement and estate planning.
🤝 Trusted for his reliability and client dedication.
📊 Skilled at adapting traditional strategies for modern needs.
🌟 Valued mentor in Portland’s financial advisory community.
♦️ Jake Withnell, CPA, CFP®
Financial Advisor & Reinsurance Lead at JGP Wealth Management
Jake Withnell holds both CPA and CFP® credentials, allowing him to provide integrated tax and financial planning solutions. His expertise spans retirement planning, portfolio management, and tax optimization strategies tailored to individual clients. Jake emphasizes actionable insights and measurable outcomes in every plan he develops.
He is recognized for helping clients maximize investment efficiency, reduce tax burdens, and create sustainable financial plans. Jake’s approach combines technical knowledge with clear communication and personalized guidance.
💡Why Jake Withnell stands out as a Financial Advisor:
📈 Integrated tax and financial planning expertise
💡 Actionable, measurable strategies
🤝 Personalized solutions for diverse client needs
🌟 Recognized for long-term financial success
♦️ Kendra (Miner) Biller
Financial Advisor at JGP Wealth Management
Kendra Biller is a financial planner focused on retirement readiness and investment strategy. She works closely with clients to develop actionable plans that balance growth, risk, and personal goals. Kendra’s career emphasizes measurable client results and hands-on guidance.
She is known for helping clients optimize portfolios, prepare for retirement, and navigate complex financial decisions with confidence. Kendra’s advisory style blends technical expertise with a client-first approach.
💡Why Kendra Biller stands out as a Financial Advisor:
📊 Expertise in retirement planning and investments
💎 Actionable, client-focused guidance
🤝 Strong engagement and personalized solutions
🌟 Recognized for measurable client impact
♦️ Will Paustian, CFP®
Financial Advisor at JGP Wealth Management
Will Paustian is a CFP® who specializes in comprehensive financial planning and investment management. He helps clients develop actionable strategies to achieve both short-term and long-term financial goals. Will emphasizes clarity, measurable results, and tailored solutions for diverse financial situations.
He is known for guiding clients through portfolio optimization, retirement planning, and risk management. Will’s advisory approach combines expertise with a client-centered methodology to ensure sustainable results.
💡Why Will Paustian stands out as a Financial Advisor:
📈 Expertise in investment and retirement planning
💡 Actionable, measurable financial strategies
🤝 Personalized and client-focused guidance
🌟 Recognized for consistent long-term outcomes
Trusted Financial Advisors Driving Long-Term Success in Portland
The Portland financial advisory community excels at guiding individuals, families, and business owners through wealth management, retirement planning, and investment strategies, combining technical expertise with client-focused guidance. Advisors in the region stand out for their ability to translate detailed financial concepts into actionable, personalized plans that support long-term stability and growth. They integrate tax, estate, and investment strategies to give clients a strategic edge in building sustainable wealth. Many professionals emphasize education, transparency, and inclusivity, ensuring clients feel informed, confident, and aligned with their financial goals. Their relevance lies in blending analytical rigor with empathy, creating a trusted partnership that supports clients through life transitions and market changes.
At Digital Reference, radical authenticity underpins every insight, ensuring strategies and guidance are rooted in genuine expertise and measurable impact. It emphasizes the importance of clarity, trust, and integrity, giving organizations and professionals the confidence to act decisively.
Discover actionable insights and curated resources to elevate your understanding of the financial landscape. Explore more from Digital Reference:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
The Portland financial advisory landscape demonstrates the power of expertise aligned with client goals, providing actionable guidance for navigating wealth, risk, and opportunity. Trusted advisors cultivate clarity and confidence, helping individuals and businesses achieve lasting financial success. Understanding and leveraging these insights can transform strategic decision-making and personal wealth growth. For a comprehensive guide that empowers informed decisions and professional growth, start advancing your financial journey with Digital Reference.
Subscribe to our newsletter
We'd love to have you follow our journey, learn about to new features and functionality, and get access to talent ecosystem news.
