Find a Financial Advisor in Portland, OR (Beaverton)


 

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.



Lifestyle1
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Portland - Beaverton Financial Advisory Team


 

With a commitment to excellence that spans more than 20 years, our team of fiduciary financial advisors in the Portland Beaverton area 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.

Wendi Ouellette
Wendi Ouellette Financial Advisor CFP®
Portland - Beaverton, OR Read bio
Portland - Beaverton

 

6600 SW 92nd Avenue
Suite 260
Portland - Beaverton, OR 97223

Hours:
8am - 5pm M-Th, 8am - 1pm Fri

(503) 244-9215

 

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