Brian J. Lawrence

Brian Lawrence is a managing partner and financial advisor at our Beaverton, Oregon, office, where he serves high-earning professionals. As a Chartered Financial Analyst® (CFA®), he focuses on retirement planning, tax strategy, charitable giving, and cash flow planning, helping clients make confident decisions about their financial future. He began working at Savant in 2026 when North Ridge Wealth Advisors joined the firm.

Brian has more than 20 years of experience guiding individuals and families through complex financial planning decisions. He founded North Ridge with a commitment to clear communication, disciplined investment strategy, and practical financial plans designed to help support long-term goals and personal values.

His approach emphasizes resilient portfolio construction, tax-aware planning, and simplicity, ensuring clients understand how each part of their financial plan works together. Brian works closely with clients who value transparency and thoughtful strategy, particularly those seeking to balance wealth-building with philanthropy and legacy planning.

Brian earned a bachelor’s degree in finance and economics from Linfield University in McMinnville, Oregon. He has been featured and interviewed on the Fee-Only Network for his insights on investor behavior and long-term planning discipline.

An avid outdoorsman, Brian spends much of his time rock climbing, mountaineering, and skiing throughout the Pacific Northwest. He supports organizations including Habitat for Humanity and Financial Beginnings and enjoys traveling with his family, including visits to Taiwan.