Looking for an independent financial advisor in Portland, OR who’s focused on you—not sales quotas? That’s exactly what we do. {An independent financial advisor is a professional who delivers personalized financial guidance and investment planning that isn't affiliated with any specific financial institution, broker, or insurer, ensuring recommendations are tailored just for you, not a sales commission.
At Correct Capital, we believe your financial future deserves more than cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Portland, OR, we’re legally and ethically bound to act in your best interest. Whether you’re looking ahead to retirement, managing a business, or simply want clarity around your finances, we’re here to help you build a personalized plan.
What You’ll Learn on This Page:
- What an independent financial advisor in Portland, OR is and how they’re different from other types of financial “advisors”
- The benefits of getting truly objective, client-first recommendations
- How Correct Capital supports your financial goals, including retirement planning, custom portfolio development, and smart tax strategies
- Situations where an advisor can make the biggest difference—and ways to evaluate your current financial needs
- Why starting the process is simpler than you think with a trusted Portland, OR advisor
- Why so many people in the Portland, OR area choose Correct Capital
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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What Is an Independent Financial Advisor?
An independent financial advisor is a professional who delivers financial guidance and investment insight without being tied to a specific corporate entity or broker. That means their recommendations are based on what’s best for you, not on what benefits a third party.
Here’s what sets independent advisors apart:
- No sales pitches—just strategic planning.
- Our advice is personalized, objective, and tailored to your goals.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a higher ethical standard.
- We have access to a wider range of investment options and planning tools.
In short? Your success is our only incentive.
Is It Better to Use an Independent Financial Advisor in Portland, OR?
In many cases, absolutely—particularly if you’re looking for advice that’s truly focused on your needs.
Portland, OR Independent advisors aren’t tied to specific products or companies, which means we have the freedom to recommend what actually fits your life. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, our focus is on your future, not commission checks.
Why It Matters:
- Unbiased recommendations: No hidden agendas, no sales pressure.
- Wider range of options: From retirement accounts to investment portfolios, you get access to a broad universe of investment tools.
- Stronger relationships: You work with someone who knows your story, not just your balance sheet.
- Fiduciary duty: We put your interests ahead of everything else.
If something feels off with your current advisor, independence might be exactly what you need.
What Does an Independent Financial Advisor Do?
Consider us your mapmaker for money decisions. You tell us where you want to go—travel more, reduce taxes, enjoy retirement—and we help design the clearest and most effective plan to get there.
Here’s what we do for our Portland, OR clients (and how we do it):
Personalized Financial Planning
No templates. No guesswork. We take the time to get to know your complete situation—everything from income to risk tolerance—and create a plan that works for you.
Retirement & Income Planning
No matter how close or far retirement is, we help you build a strategy to replace your paycheck, reduce taxes, and feel confident about your next chapter.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. No stock tips or day trading—just smart, long-term investing.
Tax-Efficient Planning
Taxes can eat away at your earnings if you’re not careful. We help you structure your investments and withdrawals to maximize your after-tax income.
Ongoing Support & Proactive Guidance
Things shift—and your plan should keep up. We check in regularly, help you pivot when necessary, and never leave you guessing when you need guidance.
Why Work With Correct Capital in Portland, OR?
Lots of people call themselves “financial advisors,” but few are legally required to act in your best interest like we are.
At Correct Capital, we’re not just here to help you manage money—we’re here to help you live a better financial life.
Here’s what sets us apart:
- Independent & Fiduciary: Our loyalty lies with you—not with Wall Street.
- Fee-Based & Transparent: We believe in simple, straightforward pricing.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: We’re in it for the long haul—not just a quarterly check-in.
Whether you're approaching retirement, running a business, or planning for the next big milestone, we’re here to help you navigate with clarity and confidence.
Ready to talk? Let’s schedule your free consultation and take the next step together.
When Is It Worth Hiring an Independent Financial Advisor in Portland, OR?
This question comes up for a reason—and usually, it means it’s time to take action.
Hiring an independent financial advisor is worth it when:
- You’re approaching retirement and want peace of mind about your finances.
- You’ve received a financial windfall—from selling a business, inheritance, or settlement—and aren’t sure what to do next.
- Your finances have become more complicated (e.g., multiple income sources, rental properties, college planning, estate planning).
- You’re on solid ground—but know things could be optimized.
- You’d rather not go it alone when it comes to something this important.
Some people wait for a wake-up call—others take action early. The earlier you start, the more freedom and flexibility you usually have.
Let’s talk and see if it makes sense for where you are right now.
How to Get Started With an Independent Advisor
Getting started with a financial advisor doesn’t have to be complicated.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
This is an easy, no-strings-attached chat to learn about your goals and concerns. - Bring the Basics
We’ll talk through your current financial picture and any upcoming milestones. No need to have everything perfectly organized—we’ll help with that. - We Build Your Personalized Plan
We design a strategy tailored to your life and your goals. - Ongoing Support (Not a One-and-Done)
As your life shifts, your strategy will too—and we’ll be there to help make the right moves at the right time.
Talk to an Independent Financial Advisor in Portland, OR Today
You’ve built something meaningful—now let’s help protect and grow it.
At Correct Capital, we help people across Portland, OR feel more confident about their financial path—with custom strategies, honest conversations, and support you can count on. Whether you’re nearing retirement, navigating a big life change, or just want to make smarter financial decisions, we’re here to help you do it with confidence.
Call us at 877-930-4015 or contact us online to schedule your free consultation with an independent financial advisor in Portland, OR who puts you first.
It all starts with a conversation—let’s make a plan that works for you.
