For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Suzanne Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Suzanne Brooks - Thrivent

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Access to a wealth of knowledge and solutions.

AgWest Farm Credit (formerly Northwest Farm Credit Services) is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American... Read More about AgWest Farm Credit

I believe in a goal oriented approach to financial planning that takes into account your unique situation no matter where you are in your financial journey. My mission is to help you reach your financial goals through a personal relationship, establishing strategies and continual education, and achieving success through knowledgeable financial advice. I have a Bachelor of Science degree in... Read More about Robert Wilmington, Financial Advisor | RJFS, Inc. | OnPoint

When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is... Read More about Pennie Kincade, Financial Advisor | RJFS, Inc. | OnPoint

I am dedicated to preparing you for the certainty of uncertainty. I can help you navigate the impact of financial decisions so they align with your core values and together, we can chart a course to ensure you are meeting your investment goals throughout the most critical stages of life. My focus areas include Oregon Public Employees Retirement (PERS) preparation,... Read More about Nik Powell, RICP®, Financial Advisor | RJFS, Inc. | OnPoint

As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning. My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire. OnPoint’s... Read More about Leonard Hake, Financial Advisor | RJFS, Inc. | OnPoint

Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more. Additionally, I am well versed in the topics of PERS... Read More about David Yates, Financial Advisor | RJFS, Inc. | OnPoint

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Understanding your unique situation will enable me to match you with the right financial products and services. I have been helping clients achieve their goals for the past 18 years.... Read More about Sergei Vassilenko, ChFC®; RICP®, Financial Advisor | RJFS, Inc. | OnPoint

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bradley Welter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Bradley Welter - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. John Andrea is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about John Andrea - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nathan Jones is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Portland, OR make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Nathan Jones - Thrivent

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.