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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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 -
August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
Read the article -
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
Read the article