Top Rated Financial Advisors in Clackamas, Oregon

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Clackamas, Oregon is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Clackamas, Oregon with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Clackamas, Oregon near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Anthony Lishka

Lishka Financial / LPL Financial

FRC^SM, CFF^®, ChFC^®

Anthony Lishka, a financial fiduciary, provides financial services to clients in the Clackamas, Oregon area. Anthony holds a FRC^SM, CFF^®, ChFC^® certification. Anthony has over 14 years of experience.

Clackamas, OR

Telephone Advisor

Telephone: 503-608-7171

Visit Advisor Website

www.LishkaFinancial.com

View Research Report

Additional Information:

Years of Experience:
14 Years

Fee Structure


• Fee-Based
• Based on Assets

Asset Requirement: $10,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
LPL FINANCIAL

Nik Schuurmans

Pure Portfolios

CFA^®

Nik Schuurmans, a financial fiduciary, provides financial services to clients in the Lake Oswego, Oregon area. Nik holds a CFA^® certification. Nik has over 13 years of experience.

Lake Oswego, OR

Telephone Advisor

Telephone: 971-205-7733

Visit Advisor Website

https://www.pureportfolios.com/

View Research Report

Additional Information:

Years of Experience:
13 Years

Fee Structure


• Fee-Only
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• Financial Planning for Individuals
• Investment Advice & Management

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Laura Johnson, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Vancouver, Washington area.

Vancouver, WA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Matt Ebeling

Fort Vancouver Investment Management, LLC

CFP^®

Matt Ebeling, a financial fiduciary, provides financial services to clients in the Vancouver, Washington area. Matt holds a CFP^® certification. Matt has over 22 years of experience.

Vancouver, WA

Telephone Advisor

Telephone: 360-823-0477

Visit Advisor Website

https://fortvancouverim.com

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Charles Schwab