Advanced Wealth Management of Beaverton

Advanced Wealth Management is a Financial Planner in Beaverton, OR, located at 8625 SW Cascade Ave #602. It holds a 5.00 rating based on 2 reviews. The firm was founded by Bob and Dorothy Haley, who built the business from the ground up after Bob began his work in financial services in 1982 and Dorothy joined him full time in 1984. They officially retired in 2024, having mentored and trained Ted and Lindsey Haley to take the reins. The firm is a family-owned and operated business that is fiercely independent and committed to working for clients rather than Wall Street or a large corporation.

The team includes President Ted Haley, CFP®, AIF®; Lead Advisor Traci Nelson, CFP®, AIF®; Business Manager Lindsey Haley; Operations Specialists Veronica Shaffer, Becky Clevenger, and Louise Reyes; and Registered Financial Analyst Randon Arima. The firm serves a wide variety of individuals and organizations, using the financial planning process to help them define, realize, and protect their financial goals.

Advanced Wealth Management partners with Commonwealth Financial Network®, a national Registered Investment Adviser-broker/dealer. Through the financial planning process, the firm considers holistic financial health, not just one or two aspects of it. Common areas of assistance include investment management, debt analysis, financial planning, education savings, company retirement plans, tax coordination, insurance planning, will and trust coordination, and charitable planning.

The firm offers a no-strings-attached first client meeting to discuss goals, concerns, investment experience, health, family, and other factors affecting financial well-being. Contact information includes phone 503-452-9300, fax 503-452-7820, and the location at 8625 SW Cascade Ave, Suite 602, Beaverton, OR 97008.

BizScoreAI awarded Advanced Wealth Management a Technical score of 89 out of 100, ensuring the website is secure and readable for search engines. The firm achieved a Discoverability score of 75 out of 100, allowing AI crawlers to access all pages so the business can be recommended by AI assistants. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Beaverton.