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Top Rated Financial Advisors in Oregon, Lake Oswego

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 Oregon, Lake Oswego 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 Oregon, Lake Oswego 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 Oregon, Lake Oswego 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.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
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    Name(s) of Custodian(s):
    Charles Schwab

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.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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    • Financial Advice & Consulting
    • Investment Advice & Management

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

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