When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.
Welcome to the Portland Branch, where we put clients exactly where they belong – first.
We are financial advisors who put clients first, backed by a firm that does the same.
At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.
At a Glance
Raymond James has delivered 142 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
* As of 6/30/2023. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.About Us
Meet Our Team
Sailing into unknown seas for 2024
Here we go again: Showdowns and shutdowns
Despite a resilient economy so far in 2024, the outlook is getting murkier
A predictable pullback in equity markets
Raymond James CIO Larry Adam discusses why we were due for the recent market volatility.
Tech nostalgia: In with the old
Where do Treasury yields go from here?
Remote work and its effect on real estate
The Match Continues: The Fed vs. The Market
Hopes bolstered for Fed’s soft landing, but watch building headwinds
Focus on philanthropy this Fall
- 5300 Meadows Rd Ste 250 Lake Oswego, OR 97035-8234
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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