Portland Financial Advisors Network
Fee-Only Advice. Local Expertise.
A Portland-local network of independent, fee-only, fiduciary financial planning experts helping clients reach their goals.
About
The Portland Financial Advisors Network (PDXFAN) is a group of Portland-local financial planning experts passionate about helping clients reach their goals. Each member is an independent business owner who believes helping individuals find the right advisor is the ultimate priority.
The network is dedicated to helping individuals and families in and around greater Portland find an advisor who is an exact match for their unique goals. Members are united by commitments to provide the highest quality advice and service through fee-only compensation structures, fiduciary-level care, independence from banks/brokerages/insurance companies, local Portland roots, CFP® certification, and NAPFA registration with significantly higher continuing education requirements. The network also provides additional resources such as NAPFA's Find an Advisor tool and the Pursuit of a Financial Advisor Field Guide to assist clients in their search.
Services
Fee-Only Financial Planning
Financial advice compensated solely by client fees, not commissions, to ensure objectivity and alignment with client interests.
Fiduciary Financial Advisory
Advisory services provided under a fiduciary standard, requiring advisors to act in the best interests of clients at all times.
Independent Financial Planning
Financial planning services from advisors who do not represent banks, brokerage companies, insurance companies, or other large financial corporations.
CFP® Professional Financial Planning
Financial planning services provided by CFP® certified professionals who have fulfilled the CFP Board's rigorous requirements.
NAPFA Registered Advisory
Financial advisory services from NAPFA-registered advisors who maintain significantly higher continuing education requirements than the rest of the financial services industry.
