Delta Financial Group

Give Your Wealth an Advantage

Financial consultant in Portland, OR (show on map)

A fiduciary financial advisory firm providing personalized, comprehensive wealth management and financial planning services.

Call (503) 244-9215

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About

Allworth Financial provides a comprehensive and personalized approach to advanced wealth planning for modern investors. As a fiduciary firm, its primary motivation is to serve clients, not sell products.

The firm offers a wide range of services including financial planning, investment management, tax planning, estate planning, and insurance services, supported by industry-leading tools and resources. Allworth is recognized for its client-centric philosophy, fee-based transparent pricing, and commitment to aligning all aspects of a client's financial life. Founded over 30 years ago by Scott Hanson and Pat McClain, the firm has grown to serve over 32,000 clients with approximately $35 billion in assets under management and administration.

Fiduciary-first philosophy

Fee-based transparent pricing with no products to sell

Comprehensive on-staff team (investment, tax, insurance, estate)

Personalized and tailored strategies

Ranked Top 15 Barron's Top 100 RIA Firms

30+ years in business

97% client loyalty

Services

Wealth Management

A complete and personalized approach to advanced wealth planning, providing unparalleled access to fiduciary financial experts.

Fiduciary guidance Client-centric philosophy Advanced investment solutions Integrated financial strategies

Financial Planning

Personalized guidance and planning strategies ensuring investments, tax planning, retirement planning, estate, and insurance are aligned.

All-in-one planning Fiduciary financial advisors Tailored investment strategies Customized financial plans

Investment Management

Proactive and customized investment planning leveraging a vast suite of sophisticated solutions to optimize wealth for success.

Not about stock picking Sophisticated solutions Proactive management Customized planning

Tax Planning

Coordinated approach utilizing state-of-the-art tools to ensure overall financial and tax strategies work in unison to save money.

State-of-the-art tools Coordinated approach Save money Integrated with overall financial strategy

Estate Planning

Analysis of current plans, identification of overlooked legacy-preserving tactics, and assistance with critical document drafting.

Cutting-edge technology Legacy preservation Document drafting Analysis of current plan

Insurance Services

Comprehensive insurance services as part of the integrated wealth management approach.

Integrated with financial planning Comprehensive approach

Credentials & Certifications

Registered Investment Advisor

Since 1993

FINRA BrokerCheck

SIPC Member

Barron's Top 100 RIA Firms

Since 2025

NBRI Circle of Excellence

Since 2023

NBRI Best in Class Ethics

Since 2023

InvestmentNews Best Places to Work

Since 2020

RIA Channel Top 50 Wealth Managers

Since 2022

USA Today Best Financial Advisory Firms

Since 2024

Financial Times FT 300 Top RIA

Since 2019

Frequently Asked Questions

What makes Allworth Financial different from other financial advisors? +

Allworth is a fiduciary firm whose primary motivation is to serve you, not sell you. They offer a comprehensive, fee-based, and personalized approach with on-staff investment, tax, insurance, and estate planning experts.

What services does Allworth Financial offer? +

Services include Wealth Management, Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Services, 401(k) For Employers, and specialized services for Airline Employees.

Is Allworth Financial a fiduciary? +

Yes, Allworth Financial is a Registered Investment Advisor and operates as a fiduciary, committed to putting clients' best interests first.

How long has Allworth Financial been in business? +

Allworth Financial was founded over 30 years ago, in 1993.

What is the Allworth Advantage? +

The Allworth Advantage is their complete, personalized, and aligned approach to wealth planning, providing advanced solutions to optimize and maximize all aspects of a client's wealth.

Does Allworth provide tax preparation services? +

No, Allworth Financial does not provide tax preparation services or advice. Tax services are provided by Allworth Tax Solutions, an affiliate.

What is Allworth Financial's client retention rate? +

Allworth Financial reports a 97% client loyalty rate based on internal data from FY 2022.

What assets under management does Allworth Financial have? +

As of February 17, 2026, Allworth Financial and AW Securities have approximately $35 billion in total assets under management and administration.