Find a Financial Advisor in Portland, OR

Name: Allworth Financial – Portland
Address: 6600 SW 92nd Avenue, Suite 260, Portland, OR, 97223, US
Telephone: (503) 244-9215
Price range: $$

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.

Everything a modern investor needs – all under one roof.

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97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Your Portland Wealth Management Team

With a commitment to excellence that spans more than 20 years, our team of fiduciary financial advisors in our Portland office delivers tailored financial guidance that addresses the unique needs and goals of individuals and families around the greater Portland area. No matter if you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, they are dedicated to helping you work toward your financial goals.

Connect with an Allworth advisor

Dean Eisenbraun Financial Advisor

Vancouver, WA Read bio

Jeff Brooks Partner Advisor BFA^™

Vancouver, WA Read bio

Matt Pulsipher Partner Advisor CFP^®, ChFC^®, NSSA

Vancouver, WA Read bio

Scott Lowe Partner Advisor AAMS^®

Vancouver, WA Read bio

Wendi Ouellette Financial Advisor CFP^®

Portland, OR Read bio

Portland

6600 SW 92nd Avenue
Suite 260
Portland, OR 97223

Hours:
8am - 4:30pm M-Th, 8am - 1pm Fri

(503) 244-9215

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Our Integrated Services

With Allworth, you have direct access to a team of in-house financial specialists. It all works together as part of one, coordinated strategy.

Financial Planning

Scenario modeling to evaluate major decisions before they're made
Cash flow and liquidity planning for near- and long-term needs
Retirement income sequencing designed to manage tax exposure across account types
Social Security optimization as part of a broader income strategy

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Investment Management

Tax-efficient portfolio construction calibrated to your goals and risk profile
Concentrated stock management and position diversificaiton
Year-round automated tax-loss harvesting and tax-smart trading
Alternatives, structured notes, and defensive strategies

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Coordinated Tax Planning

Forward-looking tax strategy intergrated into your broader wealth plan
Roth conversion opportunities, assessed using a multi-year tax outlook
Charitable giving strategies, including DAFs, QCDs, and CRTs
Business sale and liquidity event tax planning to maximize proceeds

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Legacy & Estate Planning

Multi-generational wealth transfer planning designed to minimize tax exposure
Estate document alignment with current investment and tax strategies
Trust design and coordination across revocable and irrevocable structures
Charitable intent incorporated into legacy structure

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Insurance & Risk Services

Risk oversight integrated into your wealth plan, not handled separately
Critical gaps identified before they affect long-term priorities
Life, long-term care, and liability needs evaluated in full financial context
Coverage structured to preserve stability and flexibility as circumstances evolve

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Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we do – every day.

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