Beaverton | Oregon

Beaverton, Oregon

8285 SW Nimbus Avenue, Suite 155
Beaverton, OR 97008
Phone: 503.206.8784
Beaverton, OR - Savant Wealth Management

Financial Advisors in Beaverton, OR

At Savant Wealth Management, our Beaverton, OR, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 8285 SW Nimbus Avenue, Suite 155, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table. 

We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching a significant financial transition such as a business sale, career advancement, or inheritance. Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. If you’re looking for a long-term financial advisor in Beaverton, we’re here to help you take the next step. 

Why Work with a Financial Advisor at Savant in Beaverton, OR? 

Choosing a financial advisor is about more than proximity. It’s about finding a partner who understands your priorities and provides guidance designed to earn your trust. At Savant Wealth Management, our Beaverton team provides personalized financial guidance intended to support your long-term goals. 

We take a comprehensive approach to financial planning, integrating investment management, tax strategies, retirement planning, and estate considerations into a cohesive strategy. Whether you’re planning for the next phase of life or managing growing wealth, our advisors can provide personalized recommendations and a disciplined process. 

Working with a local Beaverton financial advisor can also give you the benefit of ongoing, relationship-driven support. We take the time to understand your goals and adjust your plan as your life evolves, with the goal of helping you stay on track over the long term. 

Financial Services Offered at Our Beaverton Office

Our Beaverton office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals. 

Savant's Financial Views & News | Beaverton, OR

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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