Portland Fiancial Advisors

Rock Creek Wealth Management is a comprehensive financial planning firm located in Beaverton, Oregon. Rock Creek Wealth Management clients are executives, professionals, business owners, and their families, along with corporate retirement plans, endowments and foundations. We serve clients across the USA, but are primary focused on Beaverton, Hillsboro, and the surrounding area.

Addison Avenue Investment Services is a Hillsboro-based financial advisory firm that offers sophisticated wealth management services tailored to individual needs. With years of experience, the firm provides carefully measured guidance through disciplined planning, attentive insight, and analytical capabilities. Their comprehensive planning approach encompasses a thorough review and analysis of all aspects of clients' financial lives, while their retirement planning services aim to be the ultimate steward for wealth, simplifying complexities with a range of tailored strategies. Addison Avenue Investment Services also offers financial planning services to help clients pursue financial independence and achieve their goals, as well as sustainable investing options that integrate environmental, social, and governance criteria. Recognizing the unique challenges faced by different client groups, Addison Avenue Investment Services serves a diverse range of individuals, including retirees, women investors, corporate executives, and families. Their team of experienced financial advisors, including Kimberlee Bouska, Richard Lee, and Fiera N. Brein, is dedicated to providing personalized guidance and addressing individual needs. With a structured process, analytical insights, and specialized knowledge, the firm aims to help clients make informed financial decisions and achieve their long-term objectives.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.