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Showing 1 - 12 of 18 results
VEBER PARTNERS LLC
VEBER PARTNERS LLC
Wilsonville, Oregon
1-24 employees
VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.
Retirement Benefits Rank
Market Laggard
MARATHON MANAGEMENT INC.
MARATHON MANAGEMENT INC.
Wilsonville, Oregon
1-24 employees
Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.
Retirement Benefits Rank
Market Laggard
BLUE WATER WEALTH, INC.
BLUE WATER WEALTH, INC.
Portland, Oregon
1-24 employees
Served as Lead or Associate Advisor on nearly 200 client relationships providing holistic wealth planning advice and strategies. Served as main advisor for new prospect meetings.
Retirement Benefits Rank
Below Market
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
Silverton, Oregon
1-24 employees
We are a comprehensive financial and investment services firm. Our mission is to help you preserve and build upon the wealth that you have worked hard to create. For over thirty years we have successfully employed a comprehensive planning approach that combines sophisticated investment portfolio analysis with retirement and legacy planning. We build personal relationships based on competent professional advice and continual communication. Along with financial guidance, we provide simplicity and organization, giving you more time to focus on the things that matter to you most. A primary reason for our success over the years is our dedication to ongoing client relationships. We are accessible. We are proactive. We take the time to listen. We are dedicated to staying in constant communication with our clients and working to give them an excellent understanding of their financial picture. To ensure a foundation of unbiased advice and independent research, since 1982 we have chosen to partner with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. LPL Financial provides us with independent investment research and excellent operational services. * As reported in Financial Planning magazine 1996-2013, based on total revenues. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states:AK, AZ, CA, CO, FL, HI, IA, ID, IL, KY, LA, MY, NV, NY, OR, SD, WA. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor - Member FINRA/SIPC www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Retirement Benefits Rank
Market Competitive
PACIFIC RIDGE CAPITAL PARTNERS, LLC
PACIFIC RIDGE CAPITAL PARTNERS, LLC
Lake Oswego, Oregon
1-24 employees
Pacific Ridge Capital Partners, LLC is a registered institutional investment adviser serving institutional and high net worth clients. Founded in 2010, we are an independent, employee-owned firm managed by a team of seasoned investment professionals who bring: Experience Our team is tenured and cohesive. Some of us have worked together as far back as 1996, and collectively, we represent over 100 years of combined industry experience. We have patience and disciplined judgment--two key tenets of our long-term investment philosophy. Focus Our investment strategies (Small and Micro Cap Value) are driven by our contrarian investment philosophy of identifying undervalued companies with good long-term operating prospects. We focus on smaller capitalization companies because we believe more market inefficiencies exist in this part of the market than larger capitalization companies, allowing more opportunity for good long-term results. We uncover our own investment ideas using fundamental analysis and bottom-up stock selection in our steadfast pursuit to deliver value relative to our benchmarks. Results We strive to bring superior investment results and a high level of service to our clients.
Retirement Benefits Rank
Market Leading
CLEAR FINANCIAL PARTNERS, INC.
CLEAR FINANCIAL PARTNERS, INC.
Lake Oswego, Oregon
1-24 employees
At Clear Financial Partners, we are dedicated to maintaining exemplary standards of service. We have bred a culture of excellence, loyalty, passion, respect and integrity. With this in mind, we all begin our journey toward excellence by making The Clear Commitment. This code of ethics directs our company's moral compass, and these best practices guide our daily actions. (503) 579-1000 [email protected] Securities offered through ClearFP Securities, LLC, member FINRA & SIPC. Investment Advisory Services offered through ClearFP Advisors, LLC. ClearFP Advisors, LLC is licensed to transact business in Oregon and will not conduct business in other states unless licensed or excluded or exempted from licensing requirements. ClearFP Advisors, LLC. and ClearFP Securities, LLC are wholly owned subsidiaries of Clear Financial Partners, Inc.®
Retirement Benefits Rank
Top Benefits
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PINNACLE WEALTH ADVISORS
PINNACLE WEALTH ADVISORS
Clackamas, Oregon
1-24 employees
We are a Portland-based boutique firm fiercely dedicated to improving the lives of people. We're evolving the industry by challenging the status quo. Be smarter. ThinkPinnacle.com
Retirement Benefits Rank
Below Market
PORTAL CAPITAL, LLC
PORTAL CAPITAL, LLC
Tualatin, Oregon
1-24 employees
PORTAL CAPITAL, LLC is a company based out of 10810 S.W. TUALATIN SHERWOOD ROAD, TUALATIN, Oregon, United States.
Retirement Benefits Rank
Market Laggard
MACADAM CAPITAL PARTNERS
MACADAM CAPITAL PARTNERS
Lake Oswego, Oregon
1-24 employees
Founded in 1993, Macadam Capital Partners is a private investment banking and consulting firm headquartered in Portland, Oregon. We advise companies to plan for growth and to realize shareholder value, providing a customized approach tailored to each client’s objectives. Our services include the design and execution of sale, merger and acquisition strategies, the structuring and placement of debt financings and equity investments, and the management of corporate turnarounds and debt workouts. We also offer general business consulting services to companies that include succession planning, strategic planning, profit improvement plans, and board member participation and advisory. 503.225.0889
Retirement Benefits Rank
Market Leading
LAWRY / DEFREITAS WEALTH MANAGEMENT LLC
LAWRY / DEFREITAS WEALTH MANAGEMENT LLC
Tigard, Oregon
1-24 employees
Our Vision: To be the most trusted and well-respected wealth management firm in the industry. Our Purpose: To pursue a culture of excellence that provides innovative solutions, aligned with the best interests of our clients. Our values based approach requires us to be objective in the advice we provide, with clear communication of how and why to move forward with the action steps needed for our client's success. It is our goal and priority that our clients take ownership in the strategies we formulate together, to allow them to feel comfortable in taking action to meet financial goals. Finally, we strive to be the financial resource our clients turn to as life progresses.
Retirement Benefits Rank
Top Benefits
K R CAPITAL, LLC
K R CAPITAL, LLC
Lake Oswego, Oregon
1-24 employees
KR Capital LLC is an industry leader specializing exclusively in the sale of FedEx routes. Since its inception, KR Capital has worked with FedEx contractors nationwide to successfully value, market, and sell their routes for the highest value possible. Our targeted approach to FedEx route sales positions us as a best-in-class resource for any FedEx contractor looking to sell their routes for top dollar. From RFIs to settlement statements, our firm's deep understanding of the FedEx sales process can help you get your routes sold quickly, easily, and for a premium price. DISCLAIMER: KR Capital is not endorsed by and is not recommended by Federal Express Corporation and FedEx Ground. KR Capital is not sponsored by, is not approved by, is not associated with, and has no connection whatsoever with Federal Express Corporation or FedEx Ground.
Retirement Benefits Rank
Top Benefits
CLARITY WEALTH DEVELOPMENT
CLARITY WEALTH DEVELOPMENT
Corvallis, Oregon
1-24 employees
Taking the stress out of money. We are a Financial planning firm empowering clients with clarity and financial confidence. Your go to team when you are looking for objective, clear advice.
Retirement Benefits Rank
Market Competitive