Brighton Jones of Portland

Brighton Jones of Portland is a financial planner in Portland, OR. The firm offers comprehensive wealth management, tax advisory, family office services, retirement‑plan advisory, and women’s‑wealth programs. It serves individuals, families, and businesses seeking a holistic, “Personal CFO” approach that integrates investments, taxes, estate planning, executive compensation, charitable giving and private‑investment strategies. Clients across the Portland metropolitan area benefit from the firm’s expertise in aligning financial resources with personal values, and the practice holds a perfect 5.00 rating from reviewers.

The company’s approach centers on a team of in‑house experts who collaborate across a client’s entire balance sheet. By developing a personalized, holistic plan, Brighton Jones helps clients navigate life events such as divorce, college funding, equity compensation, and real‑estate transactions. Their investment process draws on Nobel‑prize‑winning research in traditional and behavioral finance, while the tax advisory group, comprised of experienced CPAs and tax lawyers, delivers proactive planning to minimize liabilities and uncover opportunities. The firm also provides retirement‑plan consulting that frees businesses and employees from hidden fees and conventional plan constraints.

Brighton Jones occupies Suite 590 at 1455 NW Irving Street in Portland. The office sits adjacent to Northwest 14th Avenue and is just a short walk from Northwest Glisan Street and Northwest 15th Avenue. A nearby community asset, Glisan 14 park, lies about a tenth of a mile away, offering easy access to green space for clients and staff.

Renowned for its “Personal CFO” model and a flawless five‑star rating, Brighton Jones delivers a uniquely integrated wealth‑management experience that resonates with Portland’s discerning clients seeking both financial rigor and alignment with their broader life purpose.

Services:

• Family Office
• Retirement Plan Advisory
• Tax Advisory
• Wealth Management
• Women’s Wealth