Brighton Jones

Live a richer life

Financial planner in Portland, OR (show on map)

5.0

★★★★★

1 reviews

SEC-registered investment adviser providing holistic wealth management through a Personal CFO approach, aligning clients' wealth, passions, and purpose.

Call (503) 594-7400

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About

Brighton Jones is an SEC-registered investment adviser located in Seattle, Washington, serving individuals and families with comprehensive wealth management solutions. The firm operates as a Certified B Corporation and is employee-owned.

Its signature Personal CFO approach collaborates across the client's entire balance sheet—all assets and liabilities—to build and implement holistic plans. Services include wealth management, tax advisory, family office services (multi-family and single-family), retirement plan advisory, and Women's Wealth. Brighton Jones also offers specialized expertise in areas such as estate planning, divorce navigation, 529 college planning, executive compensation, private investments, and impact philanthropy through its Lenora Capital platform and Richer Life Foundation.

Personal CFO approach—holistic balance sheet collaboration across all assets and liabilities

Employee-owned and Certified B Corporation, aligning incentives with long-term client flourishing

MESI Framework for Mindful, Emotional, and Social Intelligence in family wealth

Women's Wealth service with dedicated community (WLRL) and specialized expertise

Lenora Capital private investment platform for exclusive private market access

In-house team of experts serving as strategic hub between client and marketplace

Nobel Prize-winning research foundation in both traditional and behavioral finance

Services

Wealth Management

Comprehensive, holistic wealth management using a Personal CFO approach that aligns financial resources with client values and goals.

Personalized holistic planning Investment expertise grounded in Nobel Prize-winning research Behavioral finance integration Balance sheet collaboration across all assets and liabilities

Tax Advisory

Strategic tax planning and advisory services including AMT minimization, 1031 exchanges, backdoor Roth IRA strategies, and crypto tax considerations.

AMT minimization strategies 1031 exchange guidance Backdoor Roth IRA planning Crypto tax loss harvesting analysis Tax relocation modeling

Family Office Services

Comprehensive family office solutions for families with significant wealth, including multi-family office ($30M–$100M) and single-family office ($100M+) models.

Multi-Family Office model for $30M–$100M Single-Family Office model for $100M+ MESI Framework for family intelligence Family wealth view process Strategic hub approach with integrated in-house experts Lenora Capital private investment platform

Retirement Plan Advisory

Advisory services for retirement planning, including vocational freedom planning and aligning career, family, and purpose when deciding when to step away.

Personal CFO™ retirement planning Vocational freedom planning Life transition support Values-based retirement design

Women's Wealth

Specialized financial guidance and community designed for women navigating unique financial and life journeys, including divorce, executive compensation, caregiver responsibilities, and legacy planning.

Personalized advisory team Financial empowerment and education Women Living a Richer Life (WLRL) community Four pillars: Personalized Service, Financial Empowerment, Community & Connection, Wealth Alignment Specialized support for divorce, caregiver responsibilities, and vocational freedom

Credentials & Certifications

SEC Registered Investment Adviser

Certified B Corporation

Reviews

Rating

★★★★★

Reviews

"Great personable strategic funding advice and management."

Frequently Asked Questions

What is Brighton Jones' Personal CFO approach? +

The Personal CFO approach is Brighton Jones' holistic method where in-house experts collaborate across a client's entire balance sheet—all assets and liabilities—to build and implement a comprehensive financial plan aligned with the client's values and goals.

Is Brighton Jones a Certified B Corporation? +

Yes, Brighton Jones is a proud Certified B Corporation, meeting the highest standards of social and environmental performance, transparency, and accountability.

What are the two family office models offered by Brighton Jones? +

Brighton Jones offers a Multi-Family Office model designed for families with $30M–$100M in wealth, and a Single-Family Office model designed for families with $100M+ in wealth who seek a fully integrated, named family office with a dedicated Family Manager.

What is the MESI Framework? +

MESI is Brighton Jones' framework for developing Mindful, Emotional, and Social Intelligence that helps families thrive together by strengthening self-awareness and communication across generations, enabling more intentional decisions aligned with values and purpose.

What is Women Living a Richer Life (WLRL)? +

WLRL is a Brighton Jones client community dedicated to empowering, elevating, and connecting financially confident women. It is a cornerstone of the Women's Wealth service, offering exclusive events, peer relationships, and shared experiences.

What investment approach does Brighton Jones use? +

Brighton Jones portfolios are customized for each client and the investment process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.

What is Lenora Capital? +

Lenora Capital is Brighton Jones' private investment platform providing access to tailored investment opportunities and private markets not easily accessible to individual investors.

Where is Brighton Jones located and registered? +

Brighton Jones LLC is an SEC-registered investment adviser located in Seattle, Washington. It may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements.