Top Rated Financial Advisors in Lake Oswego, 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 Lake Oswego, 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 Lake Oswego, 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 Lake Oswego, 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.

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/

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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

Mark Sharp

Mark Sharp Retirement

CFP^®, EA, RICP^®

Mark Sharp, a financial fiduciary, provides financial services to clients in the Portland, Oregon area. Mark holds a CFP^®, EA, RICP^® certification. Mark has over 15 years of experience.

Portland, OR

Telephone Advisor

Telephone: 800-622-1045

Visit Advisor Website

https://marksharpretirement.com/

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Additional Information:

Years of Experience:
15 Years

Fee Structure


• Fee-Only
• Flat Fee

Asset Requirement: $250,000

Financial Services Provided:


• Retirement Planning
• Risk Management
• Financial Advice & Consulting
• Financial Planning for Individuals
• Investment Advice & Management
• Tax Advice and Services
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Name(s) of Custodian(s):
Altruist

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

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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
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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.