Financial Advisors in Portland, OR

I know of two great financial advisors/planners. Robert B Anderson, he has had his own CFP business in paradise for decades, and he is very friendly/helpful, you can find more info at http://www.robertbriananderson.com/Our-Mission-Statement.1.htm Then there is also Justin Waller, he is local, passionate about helping people and making a personal impact via finances. He helped me and gave me some great tips for how to improve my finances as a college student so I know he is very good at what he does too. http://www.thehgroup.com/locations/sacramento/wallerj/home.html I know them both through my business fraternity.

Buddy is leaving our franchise and had questions about 401 k. Can you call him Ed when you have a chance? 530-966-2699. His name is jeremy. Its only like ~$500 or so but wants to possibly roll it over.

Yes, Anne Johnson is a Chartered Financial Consultant. I have watched her integrity and commitment over more than 15 years. You will not be disappointed with her expertise and professionalism, warm heart, and honest approach!

Here's my advice. 1)Go to Vanguard.com 2)Open up an index fund (a fund that is low cost and tracks a broad spectrum of companies or bonds). You can gain tax deductions from a Traditional IRA or a Roth IRA. Traditional IRA gets you immediate tax deductions whereas Roth you buy funds with already tax dollars but your investment grows tax-free. You can have both but can only contribute so much depending on your age/income criteria. Literally once you do this, you don't have to do anymore research. You could simply have a S&P 500 Index fund that tracks 100s of companies. Nothing else needs to be managed. 3)Buying individual stocks is something you can do on your own. Unless you have tax-preferred employer-contributing 401K, managed mutual funds for the Average Joe are not worth it. Unless you're uber rich or have a 401k, my advice is to skip the highly managed funds, do some research and invest in broad-based index funds that are low-fee (like Vanguard's). Once you do this, it's set it and forget it. You're done. 4)You're young but still not risk averse. Don't put it all into stocks. Bonds and other savings are less risky. Good luck.

You don't need one. The good ones typically don't get out of bed for at least a $250k allocation and most of the stuff they do that earns their fee is portfolio balancing and whatnot that may not apply to you - IE taking into account rich people's non-traditional/private investments and tax structuring etc. If you bought the vanguard mid-cap funds last year at this time you'd have cleared something like 20-30% - you'd be hard pressed to find an adviser that will do that. Unless you are wealthy and have complicated tax considerations etc - do a little research and buy good 4 star morningstar rated funds and set it and forget it. If you want to do anything more complicated, the people that ever do even reasonably OK investing their own money outside of funds spend a lot of time and energy on due diligence. If you go that route, keep it to 90/10, IE only 10% of your net worth allocated to individual/speculative investments until you develop some acumen. There is so much to learn and half of it is emotional... most people really shouldn't - sleeping at night is underrated.

Have you tried r/personalfinance or r/investing? r/personalfinance will probably tell you to max retirement and have emergency savings in liquid capital. However, both subs know a thing or two about investing. That being said, I don't know of a CFA.

not exactly what you are looking for, but if you open a scottrade account, they do a lot of free classes on basic strategies and how to use their stock filters to find the right investments for you. i refuse to pay a CFA. it's not too difficult to do it yourself.

Buying individual stocks is sub-optimal at best and foolish at worst. Check out the Bogleheads wiki and spend some time learning about passive investing using index funds. You really can't trust an advisor if you don't understand how they're right or wrong. Learn this stuff yourself and avoid being hoodwinked or lead astray. If you do go to someone, go to a fee-only advisor listed on napfa.org. Don't fall for a "fee-based" advisor -- the difference sounds subtle but it is serious. There are a lot of sharks out there, and people seem to have no idea how to identify them. It's sad how many people get taken advantage of.

Don't do it. There's *very* few "financial advisors" who are worth their fees, and the few there are are very unlikely to work for some random non-rich person in Portland. There's also the principal agent problem: http://en.wikipedia.org/wiki/Principal%E2%80%93agent_problem. Basically, unless you're already an expert yourself, you won't be able to distinguish the experts from the pikers and scammers. On the other hand this stuff isn't *that* hard- it's mostly just arithmetic and basic statistics with some jargon you can memorize. Given a few weekends you can easily learn it for yourself. And then you'll most likely come to the same conclusion as almost everyone else- that the best investment is simple, boring, index funds which are still plenty risky.

I visited one through my credit union. I bank with FirstTech. I ended up selecting Vanguard for a lot of my stuff. For the savings I do on my own I have really been liking Betterment.com.

Check out the Bogleheads forum.

Ugh, people in this thread, really? [I know these people](http://mccoyfoatwmg.com/who-we-are.html) and they are terrific and not at all bad like people say in this thread, but I assume you already know what you are doing.

It has been said already by others, but if you don't already know a financial advisor through your networking with rich people, then you dont need one :) Others below have stated it quite well, you can do better in many cases, and with less fees by just going with some stable index funds, manage your own IRAs for 401 k. All the money you saved by not using a financial planner or investment advisor, go take a nice vacation. That is all the financial person would do with your money anyways :)

Florence Rocks.

Luna Jaffe!

I "think" Bryce C. Elder can point you in the right direction

Grahm Poronzi with AXA Financial. He's done a fantastic job with my money.

Courtney Stewart at Clear Financial Partners in Lake Oswego is great!

And for those that need a history lesson: http://www.cc.com/video-clips/tw2 ltp/chappelle-s-show-wu-tang-financial---uncensored

Phyllis Carlton. Used to work in my law office. Completely independent and only charges for her time (ie, isn't selling you anything to make a commission so no conflicts of interest). I could also sit you down and discuss your goals and an appropriate investment portfolio.

Oh and I highly recommend watching this episode of Frontline: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/

Lisa: you are 100% right. I would look for a CFP: they have a legal responsibility to serve YOU and protect your fiduciary interests. Note the Wikipedia article carefully. IIRC, CFPs can only sell you service: they cannot have a financial interest in selling stock or a loan (eg, a commission). They are paid for their time and nothing else. https://en.m.wikipedia.org/wiki/Certified_Financial_Planner

Ken Carraro (not on BACON, but on my friends list).

I'm not sure but he advised me on everything. Paul Kingsland (503) 939-6662 paulk@kingslandcompany.com

But also yes, if you wanna robo invest I remember https://www.twitter.com/betterment .

Not a direct answer, but you might be interested in https://www.wealthfront.com/

If your combined assets are north of seven figures, then Modernist Financial. If not, you probably don't need a financial advisor. I would recommend an estate attorney, though. See: https://www.reddit.com/r/personalfinance/comments/3 van6 m/psa_you_probably_dont_need_a_financial_advisor?sort=confidence

Steve Woods at Resource Financial. I work with him a lot at my office and he is the best. I will be seeing him at some point, too. Also near Washington Square.

As far as a contractor, either Brittany Homes or Demers Construction, or Grow Construction. They are all very honest people who do an amazing job. Good luck!

Angieslist.com should help with the the contractor part.

Call Nick...he has a good guy as well. Dan and Diane are bound to know of a reputable investor.

Nancy Congdon at Blue Water Wealth.