Fee-Only Financial Planning and Investment Management

Portland Financial Advisors is a fee-only financial planning and investment management firm offering advice and guidance – with the personal attention that only an independent, locally owned company can provide.  We do not accept commissions for financial planning products or referral fees.  Every decision we make is based on the interests of our clients, without regard to compensation.

As Certified Financial Planner™ Professionals and Certified Public Accountants, we understand the complex relationship between investments and taxes, and offer our clients the benefit of our knowledge and years of experience.

Portland Financial Advisors, Inc. is licensed as a Registered Investment Advisor in Oregon and Washington. All information contained in this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Portland Financial Advisors, Inc. will only provide investment advisory services in states where it is registered or exempt from registration.

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