Pride Financial Partners

Helping you develop pride in your financial life

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

A fee-only financial planning and wealth management firm focused on personalized, values-aligned financial strategies.

Call (503) 828-9447

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About

Pride Financial Partners is a fee-only financial planning and wealth management firm founded in 2003 in Lake Oswego, Oregon. They provide comprehensive financial planning, wealth management, risk management, and coaching and consulting services.

Their philosophy centers on community investment, sustainable and responsible investing, diversity and inclusion, and upholding the highest ethical standards. They serve individuals and families across various life stages and financial situations, with a minimum household account balance of $250,000 for wealth management. They are an independent firm affiliated with LPL Financial and offer services in financial planning, investment management, estate planning, tax planning, insurance, and retirement planning.

Fee-only financial planning firm with fiduciary standard

Community-driven organization with active giving back

Sustainable and responsible investing options

Inclusive approach focusing on LGBTQ+ and BIPOC communities

Team approach with collaboration with legal, tax, and insurance specialists

True independence from specific products or platforms

Customized, personalized financial strategies

Complimentary 20-minute phone consultation

Services

Financial Planning

A collaborative, comprehensive process to help clients understand their financial picture, set goals, and create a personalized roadmap for their financial future.

Goal setting and prioritization Holistic financial assessment Personalized strategy development Ongoing monitoring and adjustments Annual plan reviews

Wealth Management

Customized investment strategy and wealth management services designed to align with individual client goals, values, and risk tolerance.

Client-centric approach Investment education Diverse investment options Values-aligned impact investing Minimum $250,000 household account balance

Risk Management

Strategies and solutions to protect clients' assets and financial well-being from unforeseen risks and uncertainties.

Risk mitigation strategies Insurance planning Estate planning integration Legacy planning

Coaching and Consulting

Guidance and support to help clients navigate financial challenges, make informed decisions, and stay on track with their financial goals.

Ongoing guidance and support Collaborative decision-making Financial coaching Accountability

Credentials & Certifications

LPL Financial Registered Investment Advisor

FINRA BrokerCheck

SIPC Member

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is financial planning and why is it important? +

Financial planning is a collaborative process that helps you set goals, evaluate your financial situation, and develop personalized strategies. It provides clarity, helps balance competing financial priorities, and gives you a roadmap to achieve your aspirations.

What does the financial planning process involve? +

The process involves five steps: Initial Assessment, Goal Setting, Strategy Development, Implementation, and Ongoing Monitoring and Adjustments. It is an ongoing journey recommended to be reviewed at least annually.

What makes Pride Financial Partners different from other firms? +

Pride Financial Partners is a fee-only firm that holds itself to the highest fiduciary standard. They offer a client-centric approach, education-first philosophy, true independence from specific products, and a focus on community giving and sustainable investing.

What is the minimum investment for wealth management services? +

A minimum household account balance of $250,000 applies for wealth management services.

What types of investments are offered? +

They offer retirement planning vehicles (Roth & Traditional IRAs, SEPs, Individual 401(k)s), non-qualified investments (mutual funds, stocks, bonds, CDs), alternative investments (REITs, closed-end funds, oil and gas options), annuities, and values-aligned impact investing.

Does Pride Financial Partners offer ongoing support? +

Yes, they offer ongoing guidance and support, collaborative decision-making, and financial coaching and accountability throughout the client's journey.

Is there a complimentary consultation available? +

Yes, they offer a complimentary 20-minute phone consultation to discuss your unique situation and determine if Pride Financial Partners is a good fit.

What values does Pride Financial Partners emphasize? +

They emphasize community investment, sustainable and responsible investing, embracing diversity and inclusion (with focus on LGBTQ+ and BIPOC individuals), supporting special needs, and upholding the highest ethical standards with transparency and integrity.