Portland - SW 5th Avenue | Suite 2325
Discover personalized wealth management with Focus Partners Wealth, your Portland financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Portland - SW 5th Avenue | Suite 2325
1211 SW 5th Ave
Suite 2325
Portland, OR 97204

Focus Partners Wealth is your locally based investment advisor - 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 Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. 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
-
Michael Spector
CPA, PFS
Senior Wealth Advisor
-
Greg Warner
CFP®, MBA
Senior Wealth Advisor
-
James Knight
Managing Director, Advisory Team Leadership
-
Jayne Smith
CFA®
Senior Wealth Advisor
-
Mark Bates
CFP®, CPWA®
Senior Wealth Advisor
-
Sarah Robinson
CFP®
Senior Wealth Advisor
-
Wolfgang Kern
Associate Wealth Advisor
-
Evan Rothschild
CFP®, CFA®
Senior Wealth Advisor
-
Alina Sohng
CFP®, NSSA®
Wealth Advisor
-
Connor McMahon
CFP®
Associate Wealth Advisor
-
Mehul Khivesara
Senior Associate Wealth Advisor
-
Brian Frazier
Senior Wealth Advisor
-
Steven Peterson
Associate Wealth Advisor
-
Krissy Rhoades
CPA, MST
Senior Wealth Advisor
-
Brady Ball
CFP®
Wealth Advisor
-
Eric Swensen
CFP®
Senior Wealth Advisor
-
Jen Yacoube
CFP®
Wealth Advisor
-
Regan Smith
CFP®
Wealth Advisor
-
Rebekah Mull
CFP®
Senior Associate Wealth Advisor
-
Adam Farid
CFP®
Senior Associate Wealth Advisor