Adam D. Cornwell
CFP®, CFA®Managing Partner / Financial Advisor
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 act as fiduciaries, offering objective advice that aligns with your best interests. Wherever you are on your financial journey, our team can help bring deep experience and perspective to the decisions in front of you.
Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. We aim to build long-term client relationships, and that longer view shapes how we approach planning conversations. If you’re looking for a long-term financial advisor in Beaverton, we’re here to help you take the next step.
Our typical clients have $1M or more in investable assets. We also welcome those expecting future financial growth, whether through career progression, business transitions, or anticipated inheritance.
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 intended to support a long-term relationship built on trust and service. 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.
Oregon’s tax environment adds considerations that don’t apply in every state, including a state estate tax with a threshold well below the federal level. These factors can affect decisions about retirement timing, how you title assets, and long-term giving plans.
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.
Financial Services Offered at Our Beaverton Office
Our Beaverton office offers comprehensive financial services that address many areas of your financial life. From retirement strategies and investment management to tax and estate planning, our integrated team approach can help coordinate multiple areas of your financial life. Explore the service categories below to find the right fit for your long-term goals.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Meet Our Beaverton Financial Advisors
Our Beaverton advisors bring professional credentials in investment analysis and financial planning, supporting individuals, families, and business owners across the Portland metro area. That background helps shape how the team builds and revisits portfolios, and how it weighs those decisions against tax timing, retirement income, and what you intend to leave behind. Our relationship-driven approach is intended to support continuity over time, so recommendations start from a full picture of what came before.
Brian J. Lawrence
CFA®Managing Partner / Financial Advisor
Michelle P. Tran
CFA®Financial Advisor
Financial Planning Tools and Resources for Beaverton, OR, Residents
Informed financial decisions start with the right resources. Our Beaverton team provides planning tools, educational insights, and financial guidance designed to help you evaluate opportunities, navigate important decisions, and stay focused on your long-term goals. Below you’ll find live and on-demand webinars, self-guided tools such as our financial health assessment, and planning guides covering topics including tax considerations, retirement income, and legacy planning.
Savant's Financial Views & News | Beaverton, OR
From North Ridge to Savant: A Conversation with Brian Lawrence and Adam Cornwell
Meet Brian Lawrence and Adam Cornwell, the North Ridge advisors who joined Savant in 2026 and still believe relationships matter more than returns.
Savant Wealth Management Partners with North Ridge Wealth Advisors
Savant announced it has partnered with North Ridge Wealth Advisors, a Beaverton, Oregon based wealth management firm serving busy professionals with complex financial planning needs.
Upcoming Webinars
Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
Sign Up
Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
Save Your Seat
What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
Sign Up
Beyond the Documents: Preparing Heirs, Not Just Assets
November 18 | 1:00 PM CTEstate planning often includes both financial and family considerations. Intended for those with $750K+ saved.
Save Your Seat
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Beaverton, OR
Why work with a financial advisor in Beaverton, OR?
A local financial advisor in Beaverton can give you personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you create a strategy aligned with your goals.
How does living in Oregon affect financial planning?
Oregon’s tax environment differs from many states, which can affect decisions about income timing, charitable giving, and how you title and transfer assets. A coordinated approach can help you evaluate these considerations together rather than separately.
What wealth management services are available through Savant’s Beaverton office?
Our Beaverton office offers investment management, retirement planning, estate planning, tax advisory, trust services, accounting and consulting services, and wealth management strategies designed to help support long-term financial goals.
How can a financial advisor help professionals with demanding careers?
When time is short, decisions tend to get made in isolation: a 401(k) election here, an equity vesting date there, a tax bill in April that reflects choices made months earlier. A financial advisor can help connect these decisions and flag the ones that are time–sensitive.
How can a financial advisor help with a business sale or transition?
Business owners approaching a sale or transition often face decisions about tax planning, timing, and reinvestment strategy. A financial advisor can help align these decisions with your broader financial goals.
How can a financial advisor help coordinate investment and tax decisions?
Investment decisions and tax outcomes are connected: when you sell positions, how you structure accounts, and where you hold assets all affect what you owe. A financial advisor can help evaluate these together rather than addressing taxes only at filing time.
How often should I review my financial strategy in Beaverton?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, career changes, inheritance, or a business sale.
What should I look for when choosing a financial advisor in Beaverton, OR?
Consider an advisor’s experience, planning philosophy, compensation structure, and ability to provide guidance across multiple areas of your financial life.
How do I get started with a financial advisor in Beaverton, OR?
The first conversation is an introductory call at no cost, focused on your situation and what you’re trying to sort out. If it makes sense to continue, the next step usually involves reviewing your current accounts, tax return, and any existing estate documents.
Connect with a Financial Advisor in Beaverton, OR, Today
Whether you’re planning for retirement, navigating a career or business transition, or coordinating tax and investment decisions, our Beaverton advisors are here to help. Contact our office at 503.206.8784, or schedule a consultation to discuss your goals and learn how personalized financial guidance can help support your long-term plans.
