Advanced Wealth Management

Advanced Wealth Management is a financial planner in Beaverton, Oregon. The firm has provided wealth management and financial planning for over 30 years, working with individuals, families, and organizations. Its services include investment management, financial planning, debt analysis, education savings, company retirement plans, tax coordination, insurance planning, will and trust coordination, and charitable planning. Advanced Wealth Management holds a rating of 5.00 based on two reviews.

The firm is family owned and operated, with deep roots in the Portland community and clients throughout the country. It describes itself as fiercely independent, working for its clients rather than for Wall Street or a large corporation, and uses the financial planning process to help clients define, realize, and protect their goals. Each client receives a customized strategy built around their own goals and circumstances, with decisions considered against their overall financial health rather than one or two aspects of it. Advanced Wealth Management was founded by Bob and Dorothy Haley; Bob began in financial services in 1982, and Dorothy joined him full time in 1984 to build the business. After retiring in 2024, they handed the family business to Ted Haley, CFP, AIF, who serves as president, and Lindsey Haley, who serves as business manager. Traci Nelson, CFP, AIF, is lead advisor, and the team also includes operations specialists Veronica Shaffer, Becky Clevenger, and Louise Reyes, and registered financial analyst Randon Arima. The firm partners with Commonwealth Financial Network, a national Registered Investment Adviser-broker/dealer.

Advanced Wealth Management is located at 8625 SW Cascade Ave, Suite 602, in Beaverton.

The firm's 5.00 rating reflects the positive experiences of the customers who have reviewed it, and it has served clients in wealth management and financial planning for more than three decades.