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Same-Day Financial Advisors in Tigard, OR
Can't wait a week? These financial advisors in Tigard offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Tigard, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Succession Resource Group with a 4.9-star rating from 73 Google reviews and an RNM Score of 80/100. Also in the top tier: Firenze Wealth Management and Mariner. The average rating across all listed financial advisors in Tigard is 4.9 stars from 7 reviews per business on average.
Financial advisors in Tigard typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Firenze Wealth Management
Firenze Wealth Management stands out as a top-ranked firm due to its comprehensive financial planning services and strong local reputation in Tigard.
Most Reviewed
Foundation Financial - Kevin Kirkpatrick, Certified Financial Planner
A high number of reviews often reflects a broad base of client experiences and helps new clients gauge service quality.
When choosing a financial advisor in Tigard, consider your specific needs such as retirement planning, investment management, or tax strategies. It's advisable to interview multiple advisors, check their credentials, and verify their fee structures to ensure a good fit.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Tigard financial advisor with a 4.9-star rating from 73 Google reviews.
12570 SW 69th Ave Suite 100, Portland, OR 97223, USAExceptional 5.0-star rating from six Google reviews for Tigard financial advising.
16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USAExceptional 5.0-star rating from 3 Google reviews.
8050 SW Pfaffle St STE 100, Tigard, OR 97223, USAFinancial Advisors Rankings in Tigard, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Succession Resource Group12570 SW 69th Ave Suite 100, Portland, OR 97223, USA | 4.9★ | 73 |
| #2 | Firenze Wealth Management16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA | 5.0★ | 6 |
| #3 | Mariner8050 SW Pfaffle St STE 100, Tigard, OR 97223, USA | 5.0★ | 3 |
| #4 | Aspasia Wealth Management6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA | 5.0★ | 2 |
| #5 | Price Financial Group7160 SW Fir Loop #201, Tigard, OR 97223, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Kelly Hovland, CFP®13535 SW 72nd Ave #130, Tigard, OR 97223, USA | 4.3★ | 3 |
| #7 | SMB Financial Services11535 SW 67th Ave, Tigard, OR 97223, USA | 5.0★ | 2 |
| #8 | Beyond Wealth Management7455 SW Bridgeport Rd #220, Tigard, OR 97224, USA | 5.0★ | 1 |
| #9 | Resource Financial Planning, Inc.1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223, USA | 5.0★ | 1 |
| #10 | Financial Reserve12725 SW 66th Ave #102, Portland, OR 97223, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Tigard
A 5.0-star rating from 2 reviews reflects exceptional client satisfaction.
6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
7160 SW Fir Loop #201, Tigard, OR 97223, USA
Rated 4.3 stars from 3 Google reviews, a solid local choice for financial guidance.
13535 SW 72nd Ave #130, Tigard, OR 97223, USA
5.0-star rating from two Google reviews reflects exceptional client satisfaction.
11535 SW 67th Ave, Tigard, OR 97223, USA
5.0-star rating from clients, reflecting exceptional service in Tigard.
7455 SW Bridgeport Rd #220, Tigard, OR 97224, USA
Exceptional 5.0-star rating based on a small number of client reviews.
1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223, USA
Exceptional 5.0-star rating from two Google reviews, reflecting strong client satisfaction.
12725 SW 66th Ave #102, Portland, OR 97223, USA
Consistently earns a perfect 5.0-star rating from satisfied clients.
7307 SW Beveland St Suite 200, Portland, OR 97223, USA
Rated 5.0 stars from a handful of Google reviews.
9600 SW Oak St # 560, Tigard, OR 97223, USA
Exceptional 5.0-star rating from several glowing Google reviews.
12703 SW 67th Ave, Tigard, OR 97223, USA
Exceptional 5.0-star rating based on early client feedback in Tigard.
10300 SW Greenburg Rd # 550, Portland, OR 97223, USA
A local financial advisor in Tigard with no customer reviews yet on Google.
6855 SW Baylor St, Tigard, OR 97223, USA
Exceptional 5.0-star rating from several Google reviews.
16037 SW Upper Boones Ferry Rd Suite 195, Tigard, OR 97224, USA
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Financial Advisors in Tigard, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Succession Resource Group | 80/100 | 4.9 ★ | 73 |
| 2 | Firenze Wealth Management | 69/100 | 5.0 ★ | 6 |
| 3 | Mariner | 66/100 | 5.0 ★ | 3 |
| 4 | Aspasia Wealth Management | 64/100 | 5.0 ★ | 2 |
| 5 | Price Financial Group | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Kelly Hovland, CFP® | 54/100 | 4.3 ★ | 3 |
| 7 | SMB Financial Services | 64/100 | 5.0 ★ | 2 |
| 8 | Beyond Wealth Management | 62/100 | 5.0 ★ | 1 |
| 9 | Resource Financial Planning, Inc. | 62/100 | 5.0 ★ | 1 |
| 10 | Financial Reserve | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Tigard
What is a fiduciary financial advisor and why does it matter in Tigard?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Tigard, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Tigard?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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