Financial Planning in Hillsboro, OR
Residents of Hillsboro deserve financial guidance that reflects both their values and their ambitions. Our advisors create personalized financial plans that balance growth, security, and peace of mind, helping you navigate life’s milestones with confidence in Oregon’s ever-changing economy.
A Stronger Financial Future Starts with a Coordinated Plan
Financial planning goes beyond simply growing wealth; it’s about aligning your money with your life. Our approach ensures that every economic decision supports your long-term goals. By integrating income, investments, taxes, insurance, healthcare, and estate planning into one cohesive strategy, you gain clarity, confidence, and control over your financial journey.
At North Ridge Wealth Advisors, we help Hillsboro residents understand where they stand today, build a personalized plan for tomorrow, and stay focused on how their wealth can support the lifestyle and freedom they envision.
Confidence, Clarity, and a Strategy That Works For You
With North Ridge Wealth Advisors in Hillsboro, you get:
A plan you fully understand
Ongoing financial guidance
Tax-aware decision making tailored to Oregon and federal rules
A holistic perspective on your entire financial life
An independent partner focused on your best interests
Simple pricing with no surprises.
Our annual wealth management fee is all-inclusive of our services.
No hidden fees. No hourly fees. No surprises.
| Fee* | Investment Assets |
|---|---|
| 0.90% | $0 - $1,000,000 |
| 0.80% | $1,000,000 - $2,000,000 |
| 0.70% | $2,000,000 - $3,000,000 |
| 0.60% | $3,000,000 - $4,000,000 |
| 0.50% | $4,000,000 - $5,000,000 |
*$12,000 minimum annual fee
FAQs about Financial Planning
in Hillsboro
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A financial advisor helps you organize and optimize every part of your financial life—investments, taxes, insurance, and retirement. At North Ridge Wealth Advisors, we provide fiduciary guidance tailored to Hillsboro residents, ensuring each recommendation aligns with your goals and long-term financial security.
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If you’re earning, investing, or planning for milestones such as buying a home, saving for college, or retiring, a financial plan helps ensure you’re on track. Even if you already invest, having a coordinated strategy keeps your money working efficiently across taxes, retirement, and estate planning.
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We proudly serve clients throughout Oregon, including Hillsboro, Beaverton, and Portland, through both in-person and virtual meetings. Our goal is to make expert financial advice accessible wherever you are.
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Bring any documents that outline your current finances, such as recent tax returns, investment statements, and a list of financial goals or concerns. This helps us build a personalized, data-driven plan that reflects your complete financial picture.
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A fee-only financial advisor, like North Ridge Wealth Advisors, is compensated only by the client, never by commissions or product sales. This means our advice is 100% objective and in your best interest, unlike commission-based advisors who may be incentivized to sell.
Our Financial Planning Process
We believe clarity comes from structure. That is why we follow a consistent, client-centered process that ensures every financial plan aligns with your goals and adapts as life evolves.
Discovery
We begin by understanding your full financial picture, including your values, objectives, and long-term goals.
1
Design
We create a tailored plan that integrates retirement income, investment strategy, tax planning, risk management, and estate considerations.
2
Implementation
Once the plan is approved, we guide its execution, coordinating with your existing advisors or our network of professionals.
3
Monitoring and Review
We continuously evaluate your plan to ensure it reflects changes in your life, the markets, and relevant laws.
4
Success Story
From Retirement Anxiety to Complete Confidence
After working since they were teenagers, Matt and Shelley Lockwood faced retirement with mixed emotions. Despite significant savings, they felt overwhelmed by the transition and unsure about their financial readiness.
We helped them create a comprehensive retirement income plan, optimizing their Social Security timing and strategically handling their pensions—keeping one and rolling the other into an IRA for better control and inheritance planning. We also guided their 529 college savings strategy for their grandchild.
Today, the Lockwoods aren't just confidently retired—they're building their dream house in a new state, knowing their financial future is secure.
Planning Creates Confidence. Acting Builds Success.
Every financial decision becomes clearer when you have a plan in place. Taking action now helps you stay in control of your future, building stability, resilience, and lasting financial growth. At North Ridge Wealth Advisors in Hillsboro, we help you move from intention to action with strategies designed to protect what matters most and guide you toward lifelong financial confidence.
Your income strategy
Your investment growth
Your tax efficiency
Your debt management
Your wealth protection
The Earlier You Start, the More Options You Have
Whether you are planning for retirement or managing growing complexity, now is the time to gain control. We help you simplify, prioritize, and build a strategy that supports your goals.