Financial Advisors in Portland, OR
1211 SW 5th Ave
Suite 2325
Portland, OR 97204
Focus Partners is your locally based investment advisor in downtown Portland, OR on 5th Street - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. We are located minutes from the shores of the Willamette, your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in downtown Portland, OR on 5th Street. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
-
Your Portland Team
-
James Knight
Managing Director, Advisory Team Leadership
-
Michael Spector
CPA, PFS
Senior Wealth Advisor
-
Greg Warner
CFP®, MBA
Senior Wealth Advisor
-
Jayne Smith
CFA
Senior Wealth Advisor
-
Mark Bates
CFP®, CPWA®
Senior Wealth Advisor
-
Sarah Robinson
CFP®
Senior Wealth Advisor
-
Evan Rothschild
CFP®, CFA
Senior Wealth Advisor
-
Krissy Rhoades
CPA, MST
Senior Wealth Advisor
-
Eric Swensen
CFP®
Senior Wealth Advisor
-
Alina Sohng
CFP®, NSSA®
Wealth Advisor
-
Brady Ball
CFP®
Wealth Advisor
-
Regan Smith
CFP®
Wealth Advisor
-
Jen Yacoube
CFP®
Wealth Advisor
-
Rebekah Mull
CFP®
Senior Associate Wealth Advisor
-
Leilah Buker
CFP®
Associate Wealth Advisor
-
Connor McMahon
CFP®
Associate Wealth Advisor
-
Ali Kavianian
CFP®
Regional Vice President