# Top Strategic Financial Planning Firms in Oregon Recommended Financial Advising & Planning companies in Oregon include Lifelong Wealth Management Group, Waquis Mortgage Quality Control, Isler Wealth Management, MB Accounting Group LLC, Arnerich Massena, Inc, Becker Capital Management, Willamette Management Associates, Saint Health Group, Palladio Consulting LLC, Blueprint Financial Consultants. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Strategic Financial Planning Firms in Oregon Ratings Updated: Jul 14, 2026 ### [Lifelong Wealth Management Group](https://clutch.co/profile/lifelong-wealth-management-group) - $10,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Lake Oswego, OR #### Services Provided - Allocation of Expertise by Percentage - 10% Finance & Accounting Outsourcing (FAO) - 90% Financial Advising & Planning #### Company description Launched in 2010, Lifelong Wealth Management Group is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO). [Visit Website](https://www.llwmg.com/) --- ### [Waquis Mortgage Quality Control](https://clutch.co/profile/waquis-mortgage-quality-control) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Waquis Mortgage Quality Control is a Financial Advising & Planning company. Established in 2000, the company focuses on Financial Advising & Planning. [Visit Website](https://www.waquisqc.com/) --- ### [Isler Wealth Management](https://clutch.co/profile/isler-wealth-management) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Eugene, OR #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Isler Wealth Management, a Financial Advising & Planning company, is headquartered in Eugene, Oregon. Their services include Financial Advising & Planning. [Visit Website](https://islerwealthmanagement.com/) --- ### [MB Accounting Group LLC](https://clutch.co/profile/mb-accounting-group) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 55% Accounting - 5% Digital Asset Management - 25% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 5% Financial Consulting #### Company description MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights. [Visit Website](https://mbaccountinggroup.com) #### Timely The client feedback highlights a strong sentiment regarding the timeliness of MB Accounting Group LLC's services. One client noted that 100% of monthly reconciliations were completed on time, which significantly improved financial reporting accuracy. Another client emphasized their responsiveness and timely delivery of work, stating they are 'very responsive and timely.' Overall, clients appreciate the reliability and consistency in meeting deadlines, indicating a high level of satisfaction with the company's performance. - Bookkeeping for Executive Coaching & Leadership Training Co (5.0/5, May 21, 2025): MB Accounting Group LLC is thorough, consistent, and cost-effective. Yes, they are very responsive and timely. Email or Messaging App [Read Full Review](https://clutch.co/go-to-review/mb-accounting-group/375794) #### Experience in 2 industries MB Accounting Group LLC has received positive feedback from clients in the Consulting and Advertising & Marketing industries. Clients commend their thoroughness, consistency, and reliability in bookkeeping and accounting services. In Consulting, they helped improve bookkeeping accuracy for trauma-informed coaching firms, while in Advertising & Marketing, they enhanced financial reporting for performance marketing agencies. Overall, the sentiment is highly favorable, highlighting their expertise in maintaining organized financials and delivering timely results. [Read All Reviews](https://clutch.co/profile/mb-accounting-group?verified=true#reviews) ##### Consulting Experience MB Accounting Group LLC has received positive feedback in the Consulting industry for their thoroughness, consistency, and cost-effectiveness. Clients appreciate their responsiveness and timely delivery, highlighting the company's expertise in bookkeeping and project management. The overall sentiment indicates that MB Accounting Group LLC is a reliable partner for organizations seeking support in financial management and operational efficiency. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Executive Coaching & Leadership Training Co (5.0/5, May 21, 2025): MB Accounting Group LLC provides bookkeeping services for an executive coaching and leadership training company. The team has updated the client's accounts in QuickBooks. [Read Full Review](https://clutch.co/go-to-review/mb-accounting-group/375794) ##### Advertising & marketing Experience MB Accounting Group LLC has received positive feedback in the Advertising & marketing industry for their reliable accounting services. Clients appreciate their attention to detail, proactive communication, and timely delivery of financial reconciliations. Their expertise contributes to improved financial reporting accuracy, which enhances overall business operations. The provider's good value for cost and ability to meet project goals make them a strong candidate for businesses seeking dependable accounting support in advertising and marketing. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Performance Marketing Company (5.0/5, May 20, 2025): MB Accounting Group LLC provides accounting services for a performance marketing company. The team handles monthly reconciliation and accounting oversight through QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/mb-accounting-group/375660) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned. [Read All Reviews](https://clutch.co/profile/mb-accounting-group?verified=true#reviews) - Less than $10,000 (1 reviews) #### Very responsive MB Accounting Group LLC is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Arnerich Massena, Inc](https://clutch.co/profile/arnerich-massena) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Arnerich Massena, Inc is a Portland, Oregon-based Financial Advising & Planning company. They provide Financial Advising & Planning and were launched in 1991. [Visit Website](http://www.am-a.com/) --- ### [Becker Capital Management](https://clutch.co/profile/becker-capital-management) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Funding & Investment #### Company description Becker Capital Management is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing and is based in Portland, Oregon. [Visit Website](https://www.beckercap.com/) --- ### [Willamette Management Associates](https://clutch.co/profile/willamette-management-associates) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 50% Business Valuation Services - 50% Financial Advising & Planning #### Company description Willamette Management Associates is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning. [Visit Website](https://willamette.com/index.html) #### 33% of employees work in Portland office Portland, OR 111 S.W. Fifth Avenue Suite 1900 10 - 15 employees +1-503-222-0577 [See All Locations (3)](https://clutch.co/profile/willamette-management-associates#location) --- ### [Saint Health Group](https://clutch.co/profile/saint-health-group) - $50 - $99 average hourly rate - 2 - 9 employees - Clackamas, OR #### Services Provided - Allocation of Expertise by Percentage - 10% AI Consulting - 10% Back Office Outsourcing - 15% Compliance Consulting - 10% Corporate Training & Coaching - 5% CRM Consulting and SI - 10% Financial Advising & Planning - 10% HR Consulting - 5% IT Strategy Consulting - 15% Business Consulting - 10% Other IT Consulting and SI #### Company description Saint Health Group is a Business Consulting company. Their team is located in Clackamas, Oregon. The agency offers Business Consulting and Compliance Consulting. [Visit Website](https://www.sainthealthgroup.com/) --- ### [Palladio Consulting LLC](https://clutch.co/profile/palladio-consulting) - 2 - 9 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 50% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description Founded in 2013, Palladio Consulting LLC is a Financial Advising & Planning company. The company provides Financial Advising & Planning and Accounting, and is small. [Visit Website](https://www.palladioplanning.com/) --- ### [Blueprint Financial Consultants](https://clutch.co/profile/blueprint-financial-consultants) - 2 - 9 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Blueprint Financial Consultants is a Financial Advising & Planning company. Founded in 2015, the agency is headquartered in Portland, Oregon. Their team focuses on Financial Advising & Planning. [Visit Website](https://www.blueprint-fc.com/) --- ### [Cetan Funds](https://clutch.co/profile/cetan-funds) - 2 - 9 employees - Eugene, OR #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Funding & Investment #### Company description Financial Advising & Planning company Cetan Funds specializes in Financial Advising & Planning and Commercial Financing. They were established in 2017. [Visit Website](https://cetanfunds.com/) --- ### [Meriwether Group Capital](https://clutch.co/profile/meriwether-group-capital) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description Meriwether Group Capital, a Financial Advising & Planning company, was established in 2022. In Portland, Oregon, the team offers Financial Advising & Planning and Commercial Financing. [Visit Website](https://meriwethergroup.com/) --- ### [Cutler Investment Group](https://clutch.co/profile/cutler-investment-group) - 10 - 49 employees - Jacksonville, OR #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description Headquartered in Jacksonville, Oregon and Seattle, Washington, Cutler Investment Group is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.cutler.com/) --- ### [Ferguson Wellman and West Bearing](https://clutch.co/profile/ferguson-wellman-west-bearing) - 50 - 249 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 35% Commercial Financing - 30% Financial Advising & Planning - 35% Funding & Investment #### Company description Ferguson Wellman and West Bearing is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://www.westbearinginvest.com/) --- ### [Cross Financial Management](https://clutch.co/profile/cross-financial-management) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 30% Finance & Accounting Outsourcing (FAO) - 35% Financial Advising & Planning #### Company description Launched in 2003, Cross Financial Management is an Accounting company. The team focuses on Accounting and Financial Advising & Planning. [Visit Website](https://www.crossfinancialmgmt.com/) --- ### [Grange Capital, LLC](https://clutch.co/profile/grange-capital) - 2 - 9 employees - Beaverton, OR #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 40% Financial Advising & Planning - 30% Funding & Investment #### Company description Grange Capital, LLC is a small Financial Advising & Planning company. Launched in 2004, the team specializes in Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.grangecapital.com/) --- ### [VergePointe](https://clutch.co/profile/vergepointe) - 10 - 49 employees - Lake Oswego, OR #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 30% Financial Advising & Planning - 10% Financial Consulting - 25% Funding & Investment - 10% Business Consulting #### Company description VergePointe is a Financial Advising & Planning company founded in 1985. Headquartered in Lake Oswego, Oregon, the team provides Financial Advising & Planning and Commercial Financing. [Visit Website](https://www.vergepointe.com/) --- ### [Asset Preservation Wealth & Tax, Financial Advisors](https://clutch.co/profile/asset-preservation-wealth-tax-financial-advisors) - 2 - 9 employees - Lake Oswego, OR #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning. [Visit Website](https://www.apsitaxes.com/location/portland-or) --- ### [EFM](https://clutch.co/profile/efm) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 25% Financial Advising & Planning - 15% Funding & Investment - 50% Business Consulting #### Company description EFM is a small Portland, Oregon-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning. [Visit Website](http://www.efmi.com/) --- ### [Paulson Investment Company, LLC](https://clutch.co/profile/paulson-investment-company) - 50 - 249 employees - Lake Oswego, OR #### Services Provided - Allocation of Expertise by Percentage - 40% Commercial Financing - 20% Financial Advising & Planning - 40% Funding & Investment #### Company description Paulson Investment Company, LLC is a midsize Commercial Financing company. Launched in 1970, the team provides Commercial Financing and Funding & Investment. [Visit Website](https://paulsoninvestment.com/) --- ### [RVK, Inc.](https://clutch.co/profile/rvk) - 50 - 249 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 40% Commercial Financing - 20% Financial Advising & Planning - 40% Funding & Investment #### Company description Commercial Financing company RVK, Inc. Was founded in 1985. In Portland, Oregon, the team provides Commercial Financing and Funding & Investment. [Visit Website](https://www.rvkinc.com/) --- ### [Xel Advisors](https://clutch.co/profile/xel-advisors) - $5,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - Salem, OR #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Branding - 10% Business Valuation Services - 10% Cloud Consulting & SI - 10% Content Marketing - 10% Financial Advising & Planning - 10% IT Managed Services - 10% Cybersecurity - 10% Pay Per Click - 10% Social Media Marketing #### Company description Established in 2021, Xel Advisors is a branding company. The team provides Branding and Social Media Marketing and is based in Ontario, California and Orlando, Florida. [Visit Website](https://xeladvisors.com) #### 27% of employees work in Salem office Salem, OR 530 Center Street Northeast 6 - 9 employees +1 (503) 990-6397 [See All Locations (3)](https://clutch.co/profile/xel-advisors#location) --- ### [FourteenPlus, LLC](https://clutch.co/profile/fourteenplus) - 2 - 9 employees - West Linn, OR #### Services Provided - Allocation of Expertise by Percentage - 40% Commercial Financing - 20% Financial Advising & Planning - 40% Funding & Investment #### Company description FourteenPlus, LLC is a West Linn, Oregon-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://fourteenplus.com/) --- ### [North Forty Two & Co.](https://clutch.co/profile/north-forty-two-co) - 2 - 9 employees - Lake Oswego, OR #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 20% Financial Advising & Planning - 10% Financial Consulting - 30% Funding & Investment - 10% Business Consulting #### Company description Commercial Financing company North Forty Two & Co. Is in Lake Oswego, Oregon. Founded in 1998, the team offers Commercial Financing and Funding & Investment. [Visit Website](https://northfortytwo.com/) --- ### [First Pacific Financial](https://clutch.co/profile/first-pacific-financial) - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description First Pacific Financial is a Commercial Financing and Financial Advising & Planning company. Their services include Commercial Financing. [Visit Website](http://www.fp-financial.com/) #### 1% of employees work in Portland office Portland, OR 811 SW 6th Avenue, Suite 1000 employees 503.248.9064 [See All Locations (4)](https://clutch.co/profile/first-pacific-financial#location) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. 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