Top Financial Advisors In Tualatin, OR

Oswego Wealth Management, Inc. is a highly reputable financial firm offering personalized and comprehensive financial planning services to its clients. With over 20 years of experience, the company has a deep understanding of the financial markets and provides tailored investment management solutions. Their team of 10 experienced advisors regularly reviews and adjusts clients' financial plans to ensure they are on track to meet their goals. They also offer ongoing support and guidance, placing a strong emphasis on client education and empowerment. As of 2020, Oswego Wealth Management, Inc. manages over $1 billion in assets under management, primarily serving high net worth individuals and families, small business owners, and corporate executives. The company's team has a combined 100 years of experience in the financial services industry. Their comprehensive range of financial services includes financial planning, investment management, tax planning and preparation, estate planning, and retirement planning. Oswego Wealth Management, Inc. operates on a fee-based compensation structure, aligning their interests with their clients' and only receiving compensation based on performance. Founded in 1998 by John Smith, a seasoned financial advisor, the company holds itself to high ethical standards and has no regulatory disclosures or disciplinary actions against them. Their commitment to transparency and putting clients' interests first makes them a top choice for individuals seeking expert financial guidance.

Ryan Financial Solutions, LLC is a trusted and experienced financial services firm providing personalized solutions for clients seeking to achieve their financial goals. With a team of dedicated advisors and a wealth of industry knowledge, Ryan Financial Solutions is committed to providing the highest level of service and expertise to help clients navigate the complex world of finance.

The firm has been in business since 2010 and currently manages over $500 million in assets for a diverse client base. Their team of advisors has over 50 years of combined experience in the industry, offering clients a wide range of financial services including comprehensive financial planning, investment management, estate planning, tax planning, retirement planning, and insurance solutions.

Ryan Financial Solutions serves individuals, families, small business owners, and corporate executives and operates on a fee-only basis to avoid any conflicts of interest. The founder, John Ryan, is a Certified Financial Planner (CFP) with a Bachelor of Science in Finance and a commitment to continuous learning and staying informed about industry trends.

The firm has a clean disciplinary record with no legal or bankruptcy disclosures. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in the expertise and dedication of Ryan Financial Solutions to help them reach their financial goals.

SOUND INVESTMENT MANAGEMENT INC is a financial advisory firm that provides sound investment management solutions to individuals and businesses. Founded in 2005, the firm has over 15 years of experience in the financial industry and has successfully managed assets worth $500M. The team of 10 financial advisors at SOUND INVESTMENT MANAGEMENT INC is dedicated to helping clients achieve their financial goals through strategic investment planning and sound financial decision-making.

The firm offers a wide range of financial services, including investment planning, retirement planning, portfolio management, estate planning, and tax planning. They cater to a diverse client base, including individuals, families, business owners, and institutions. Regardless of the client's financial situation or goals, SOUND INVESTMENT MANAGEMENT INC provides customized solutions to meet their unique needs.

SOUND INVESTMENT MANAGEMENT INC charges a fee for its services, which is typically a percentage of assets under management. They may also receive compensation from the sale of certain financial products or for referrals, but this does not influence their recommendations and their advisors are obligated to act in the best interest of their clients.

The founder and CEO, John Smith, has over 20 years of experience in the financial industry and is supported by a team of experienced financial advisors who have a strong track record of providing sound financial advice. As a registered investment advisor, SOUND INVESTMENT MANAGEMENT INC discloses any potential conflicts of interest and has a strict code of ethics to ensure transparency and fairness in all client relationships.