Portland Oregon Fee-Only Financial Planning and Wealth Management

Portland Financial Advisors Inc. is a fee-only financial planning firm located near Portland, Oregon.

Need a CPA?

Fee-Only Financial Planning and Investment Management

Portland Financial Advisors is an Oregon Registered Investment Advisor providing fee-only financial planning, tax planning, and investment management services. We offer a high level of personal attention that only an independent, locally-owned company can provide.

We focus on building relationships with our clients. We listen, we get to know you, and then we provide advice specific to your needs. We care very deeply about our clients and offer you the same advice we would provide a member of our family.

As fee-only planners, 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.

Principals Russell D. Francis and Gabriel J. Markiz are both Certified Financial Planner™ Professionals and Certified Public Accountants each with over 20 years of experience in the financial services industry.

We are a member of the National Association of Personal Financial Advisors (NAPFA), a very exclusive group of financial advisors who have a fiduciary responsibility to their clients.

If you’re interested in learning more, please fill out the Confidential Client Information Form and call us for a no-charge initial consultation.

Portland Financial Advisors, Inc.
12655 SW Center Street, Suite 520 • Beaverton, OR 97005
(503) 684-6116 • Fax: (503) 684-6559
E-mail: info@pdxadvisors.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.

IMAGINE YOUR FUTURE. ACHIEVE YOUR DREAMS. IMAGINE YOUR FUTURE. ACHIEVE YOUR DREAMS. IMAGINE YOUR FUTURE. ACHIEVE YOUR DREAMS. IMAGINE YOUR FUTURE. ACHIEVE YOUR DREAMS.