Fee-Only Financial Planning and Investment Management

Portland Financial Advisors is a fee-only financial planning and investment management firm offering advice and guidance – with the personal attention that only an independent, locally owned company can provide.  We do not accept commissions for financial planning products or referral fees.  Every decision we make is based on the interests of our clients, without regard to compensation.

As Certified Financial Planner™ Professionals and Certified Public Accountants, we understand the complex relationship between investments and taxes, and offer our clients the benefit of our knowledge and years of experience.

Discover What Makes Us Different and how easy it is to take the Next Step.