Planning for retirement is a crucial step toward financial security and peace of mind. Whether you’re just starting to save or are nearing retirement, working with a trusted financial advisor can help you create a strategy tailored to your goals. Below is a list of reputable retirement planning firms in Portland, each offering expert guidance, personalized services, and comprehensive retirement solutions to help you achieve a comfortable and secure future.
List of Retirement Planning Firms in Portland:
- Integrity Wealth Management
- NorthWest Investment and Retirement Group LLC
- Continuity Private Wealth
- Mark Sharp Retirement
- Strategic Alliance
- Resource Financial Planning Inc.
- The Standard
- Bright Oak Financial Management LLC
- Mercer Advisors
- Anderson Wealth Management
1. Integrity Wealth Management
Integrity Wealth Management is a Portland-based financial advisory firm led by Gregrey Baker, an experienced LPL Financial Advisor. The firm offers personalized services to individuals, retirees, and business owners, focusing on retirement planning, investment strategies, estate and tax planning, insurance solutions, and lifestyle management. Integrity Wealth Management emphasizes a client-first approach, aiming to understand clients’ goals and risk tolerances to develop tailored financial strategies. The firm is committed to building long-term relationships based on trust and open communication, guiding clients through various life transitions and financial decisions.
🔹 Services: Retirement Planning, Investment Strategies, Estate & Tax Planning, Insurance Solutions
📍 Address: 700 NE Multnomah St Ste 810, Portland, OR 97232
📞 Phone: (503) 280-7153
🔗 Website: Integrity Wealth Management
📧 Contact: [email protected]
2. NorthWest Investment and Retirement Group LLC
Northwest Retirement Plans, Inc. is a third-party administrator (TPA) based in Medford, Oregon, specializing in the administration of IRS and Department of Labor qualified retirement plans for employers. Established in 1981, the firm offers expert services for various retirement plan options, including 401(k), 403(b), Safe Harbor 401(k), and Profit Sharing plans. With over four decades of experience, Northwest Retirement Plans, Inc. provides tailored solutions to meet the unique needs of businesses and their employees, ensuring compliance and effective plan management.
🔹 Services: Retirement Planning, 401(k) & 403(b) Administration, Profit Sharing Plans
📍 Address: 5901 S Macadam Ave #135, Portland, OR 97239
📞 Phone: (503) 546-8092
🔗 Website: NorthWest Retirement Plans
📧 Contact: [email protected]
3. Continuity Private Wealth
Continuity Private Wealth is an independent wealth management firm based in Doylestown, Pennsylvania, founded by seasoned advisors Jamie Debuque and Timothy Baltz after departing Merrill Lynch. With over 100 years of combined experience, the team offers comprehensive financial services, including estate planning, investment management, and retirement strategies, tailored to high-net-worth individuals, business owners, and multigenerational families. Their conservative investment philosophy emphasizes long-term planning and client education, aiming to simplify complex financial topics.
🔹 Services: Retirement Planning, Estate Planning, Investment Management
📍 Address: 3605 SW Multnomah Blvd, Portland, OR 97219
📞 Phone: (503) 244-8905
🔗 Website: Continuity Private Wealth
📧 Contact: [email protected]
4. Mark Sharp Retirement
Mark Sharp Retirement is a Portland-based, virtual-first financial planning firm specializing in retirement income strategies for individuals nearing or in retirement. Led by Mark Sharp, a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®, the firm focuses on transforming clients’ savings into sustainable, tax-efficient income streams. Services include personalized investment management, proactive tax planning and preparation, and comprehensive retirement income planning, all tailored to align with clients’ unique goals and lifestyles.
🔹 Services: Retirement Planning, Tax-Efficient Income Strategies, Investment Management
📍 Address: 10350 N Vancouver Way PMB 63228, Portland, OR 97217
📞 Phone: (800) 622-1045
🔗 Website: Mark Sharp Retirement
📧 Contact: [email protected]
5. Strategic Alliance
Strategic Alliance is a financial advisory firm offering expert guidance on retirement planning, investment strategies, and wealth management. Their team works closely with clients to develop customized financial plans that align with their long-term goals. With a focus on transparency and client education, Strategic Alliance helps individuals and businesses make informed financial decisions.
🔹 Services: Retirement Planning, Investment Management, Wealth Strategies
📍 Address: 121 SW Morrison St, Portland, OR 97204
📞 Phone: (503) 242-9047
🔗 Website: Strategic Alliance
📧 Contact: [email protected]
6. Resource Financial Planning Inc.
Resource Financial Planning Inc. provides comprehensive financial planning services, including retirement planning, investment management, and tax strategies. Their advisors take a holistic approach, ensuring clients have a clear roadmap for financial success. With a commitment to personalized service, the firm helps clients navigate complex financial decisions with confidence.
🔹 Services: Retirement Planning, Investment Management, Tax Planning
📍 Address: 9115 SW Oleson Rd Suite 303, Portland, OR 97223
📞 Phone: (503) 245-3110
🔗 Website: Resource Financial Planning
📧 Contact: [email protected]
7. The Standard
The Standard offers workplace retirement benefits and individual retirement planning services, helping clients build and manage their retirement savings. With a range of investment options and expert guidance, they assist individuals in creating secure financial futures. Their advisors focus on long-term strategies tailored to each client’s needs.
🔹 Services: Retirement Planning, Workplace Benefits, Investment Solutions
📍 Address: 1100 SW 6th Ave #711, Portland, OR 97204
📞 Phone: (800) 858-5420
🔗 Website: The Standard
📧 Contact: [email protected]
8. Bright Oak Financial Management LLC
Bright Oak Financial Management LLC provides personalized financial planning and retirement strategies to help clients achieve financial independence. Their services include investment management, tax planning, and retirement income strategies, all designed to meet individual goals.
🔹 Services: Retirement Planning, Investment Management, Tax Strategies
📍 Address: 1220 SW Morrison St Suite 435, Portland, OR 97232
📞 Phone: (503) 710-1260
🔗 Website: Bright Oak Financial
📧 Contact: [email protected]
9. Mercer Advisors
Mercer Advisors is a nationally recognized wealth management firm offering comprehensive retirement planning, investment management, and estate planning services. Their team of experts provides tailored financial solutions to help clients secure their financial future.
🔹 Services: Retirement Planning, Wealth Management, Estate Planning
📍 Address: 121 SW Morrison St Suite 910, Portland, OR 97204
📞 Phone: (503) 419-3938
🔗 Website: Mercer Advisors
📧 Contact: [email protected]
10. Anderson Wealth Management
Anderson Wealth Management specializes in retirement planning, investment strategies, and financial advisory services. Their team works closely with clients to develop customized plans that align with their financial goals and retirement aspirations.
🔹 Services: Retirement Planning, Investment Management, Financial Advisory
📍 Address: 9755 SW Barnes Rd Suite 295, Portland, OR 97225
📞 Phone: (503) 886-8904
🔗 Website: Anderson Wealth Management
📧 Contact: [email protected]
Choosing the right retirement planner is essential for securing your financial future. Each of these Portland-based firms offers unique expertise, personalized strategies, and a commitment to helping clients achieve their retirement goals. Whether you’re looking for comprehensive wealth management, tax-efficient retirement income, or employer-sponsored retirement plans, these advisors provide valuable guidance to help you navigate the complexities of retirement planning with confidence.
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