503.206.8784

Beaverton OR Office

Overview

Michelle Tran is a financial advisor at our Beaverton, Oregon, office. A Chartered Financial Analyst® (CFA®), she focuses on helping individuals and families build thoughtful financial plans intended to support long-term growth, protection, and confident decision-making around their wealth. Michelle started working at Savant in 2026 when North Ridge Wealth Advisors joined the firm.

She previously served as a wealth advisor at North Ridge, where she worked closely with high-net-worth professionals on comprehensive financial planning strategies tailored to their goals and values.

Michelle holds a bachelor’s degree in finance and economics from Pacific University in Forest Grove, Oregon. She has been featured on Fee-Only Network for her work in client-centered financial planning.

Her professional interests reflect a broader passion for financial well-being and lifelong learning. She supports FinAbility, reading with her amateur book club, and dragging her family on long walks. She also appreciates time spent at the Oregon coast and hopes to one day visit every state.

Michelle’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

Pacific University
Bachelor of Science in Finance and Economics

Professional Designations

Chartered Financial Analyst®

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Looking Ahead to 2027: A Budgeting Guide for Retirement Plan Sponsors

Building a 2027 retirement plan budget? Review plan fees, employer contributions, service arrangements, and potential changes before year-end.

Preserving Generational Wealth [On-Demand Webinar] Video

September 17, 2026 1 min read

Preserving Generational Wealth Video from Savant Wealth Management

Watch the video "Preserving Generational Wealth" to learn expert strategies about estate planning. Get practical tips from Savant…

Chicagoland Families Financial Priorities

September 16, 2026 9 min read

How Chicagoland Families Can Balance Today’s Financial Priorities with Tomorrow’s Goals

Balance retirement, education, giving, and legacy goals in one plan. See which Illinois rules reward today’s decisions and…

Beaverton

8285 SW Nimbus Avenue, Suite 155 Beaverton, OR 97008

t. 503.206.8784

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