Advanced Wealth Management

Advanced Wealth Management is a financial planner in Beaverton, Oregon, serving individuals and families with comprehensive financial planning and wealth management services. With over 30 years of experience, the firm specializes in investment management, financial planning, debt analysis, education savings, retirement planning, tax coordination, insurance planning, will and trust coordination, and charitable planning. They serve clients across the country, guided by a client-focused, independent approach rooted in holistic financial health. The firm holds a 5.00 rating based on two reviews, reflecting strong client satisfaction.

The firm was founded by Bob and Dorothy Haley in 1982, growing from a small family venture into a trusted name in financial services. Now led by Ted Haley, CFP®, AIF®, and Lindsey Haley, the team continues the legacy of independence and community engagement. As a family-owned business, they emphasize long-term relationships, personalized strategies, and a commitment to serving clients without ties to Wall Street or large corporations. They partner with Commonwealth Financial Network®, a national Registered Investment Adviser-broker/dealer, to deliver robust resources and consistent, personalized service.

Located at 8625 SW Cascade Ave, Suite 602 in Beaverton, the firm occupies a professional space within a commercial corridor in the city’s southwest district. The address is situated on SW Cascade Avenue, a major thoroughfare serving the area, with no specific nearby landmarks listed.

Advanced Wealth Management is recognized for its well-documented online presence and clean, accessible website, which search engines can easily interpret. This clarity reinforces their reputation as a transparent, reliable, and professionally managed firm. Their long-standing operation, deep community roots, and dedication to personalized planning have solidified their standing as a trusted leader in the financial planning industry across the Portland metropolitan area. Their enduring commitment to client success, combined with a legacy of integrity, makes them a cornerstone of financial guidance in Beaverton.