Financial Advisors in Portland, OR
1211 SW 5th Ave
Suite 1200
Portland, OR 97204
Focus Partners Wealth is your locally based investment advisor in Portland, OR - 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 in Portland, OR. 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.
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Your Portland Team
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Carmen Wong
JD, CFP®
Senior Wealth Advisor
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Josh Cepeda
CFP®
Senior Wealth Advisor
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Ryan Berning
CFP®
Senior Wealth Advisor
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Lex Grecu
CFA, CFP®
Senior Wealth Advisor
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Travis Harper
CFP®, CRPC®
Senior Wealth Advisor
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AJ Cheang
CFP®
Associate Wealth Advisor
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Brent McKee
CPA
Associate Wealth Advisor
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Mark Vermillion
CFP®
Associate Wealth Advisor
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Tori Trosset
ChFC®
Associate Wealth Advisor
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Alex Chan
CFP®
Associate Wealth Advisor
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Ryan Roberts
Client Service Specialist
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Jennifer Saunders
Client Service Specialist
Dig even deeper.
What’s it like to become a Focus Partners client? Download our brochure to learn more.
Enjoy some of our latest resources
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September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
Read the article -
September 01, 2026
Debt: A Burden or a Wealth Creation Tool?
Debt can feel like an obstacle, but when used strategically, it can help clinicians build long-term wealth through thoughtful capital allocation.
Read the article -
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article