Top Financial Advisors In Tigard, OR

McKelvey Wealth Management, LLC is a trusted financial advisory firm that offers personalized and comprehensive financial solutions to help clients achieve their financial goals and secure their future. With a team of experienced advisors, the firm provides a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They cater to a diverse range of clients, including individuals, high net-worth individuals, business owners, and retirees. The firm operates on a fee-only basis, ensuring unbiased advice based on the best interest of their clients. Founded in 2001 by John McKelvey, an experienced financial advisor, the firm has a clean regulatory record and transparent disclosure practices. With $250 million in assets under management and over 20 years of experience in the industry, McKelvey Wealth Management, LLC is a reliable and respected financial expert that clients can trust with their financial needs.

MULLIGAN CAPITAL, INC is a well-established financial services firm that offers expert advice and guidance to clients to help them achieve their financial goals. With over 30 years of experience, the firm has a strong reputation and a committed team of advisors who work with clients on a long-term basis. The firm offers a range of financial services, including investment management, retirement and estate planning, and insurance. They cater to a diverse client base, including individuals, business owners, and non-profits. As a fee-only firm, their advisors do not receive any commissions or fees for recommending specific products, ensuring that their advice is always in the best interest of the clients. Founded by John Mulligan, a financial expert with 40+ years of experience, MULLIGAN CAPITAL, INC prioritizes transparency and full disclosure to its clients. The firm is not affiliated with any broker-dealer, and their advisors are required to disclose any personal relationships with financial products and act in the clients' best interest. In summary, MULLIGAN CAPITAL, INC is a trusted and experienced financial advisor that provides tailored strategies and continued support to help clients reach their financial goals. With their commitment to transparency and personalized service, the firm is a reliable partner in managing personal finances.

INSIGHT FINANCIAL is a leading financial advisory firm with over 20 years of experience. They offer personalized financial advice and a wide range of services including investment management, retirement planning, tax planning, and more. Their team of 10 expert advisors takes a customized approach to cater to each client's unique needs and goals. They believe in empowering and educating their clients to make informed financial decisions. With $500 million in assets under management and a commitment to transparency, INSIGHT FINANCIAL has helped numerous individuals and businesses achieve financial success. Their fee-only structure ensures unbiased and objective advice, and clients can access their advisors' background and disclosures on the SEC's website. Choose INSIGHT FINANCIAL as your trusted financial advisor for exceptional service and support in achieving your financial goals.

A trusted financial advisory firm, Range Financial Group, LLC offers comprehensive financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial advisors and a commitment to providing personalized solutions, the firm has a reputation for reliability and expertise. Founded in 2005, Range Financial Group has grown steadily and currently oversees over $500 million in assets under management. Its team of advisors collectively brings over 50 years of experience, making it a reliable source of knowledge and guidance. Services offered include comprehensive financial planning, retirement planning, investment management, estate planning, and tax planning, among others. The firm caters to a diverse range of clients, including high-net-worth individuals and families, business owners and executives, and retirees. Fees are charged based on a transparent and fair percentage of assets under management. Led by CEO John Smith, the team at Range Financial Group upholds the highest ethical standards and has no disciplinary actions or complaints on its record.