Financial Planners near Clackamas

“BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.“

“I cannot say enough good things about this company and our financial planner Mike Ramey.

My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren't sure where to start when it came to financial planning, especially being young parents and feeling like we didn't have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind.

Fast forward 15 years and Mike has helped us plan for all of our major and minor life events that involve finances. From house purchases to saving for college for two kids to building a rock-solid retirement plan, Mike has been there guiding us the whole time. Financial planning isn't magic, it takes work and dedication, and it doesn't happen overnight. The long-game can be hard to visualize but Mike is so good at helping to shape our goals and then showing us how we can achieve them. Yes, he uses data and all the tools and charts to really visualize them, but more than that, he's kind and empathetic. He's our biggest cheerleader and he's been the rock and voice of reason during big, unexpected life/financial setbacks.

I truly feel lucky to have Mike as our financial advisor. The greatest asset he and the team at Bridgetown Wealth Management, have helped us develop over the years is peace of mind for our family.

Thank you“

“We’re a young couple navigating retirement planning and big-picture financial decisions, and working with Eric Lawrence and Sirra Anderson at TenBridge Partners has been an incredibly reassuring experience. They both took the time to truly understand our goals, concerns, long-term vision, and translated what felt like overwhelming financial questions into a clear, thoughtful plan we could actually feel confident about. Their guidance has been invaluable—not just in helping us plan for retirement, but in making smart, informed decisions about our overall financial future. They are knowledgeable, patient, and genuinely invested in their clients’ success. We feel much more grounded and optimistic about the road ahead thanks to their support and we highly recommend TenBridge Partners to anyone looking for trustworthy, forward-thinking financial guidance. Thank you to you both!“

““

““

“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“

“Ignore the old reviews. They don’t apply. It’s a new team and they are excellent. We’ve been with Patrick Cummings for many years, having followed him from Merrill Lynch. He and the team are great.“

“Jake is fantastic, he is always willing to work with clients needs and answer any questions I have. Such a knowledgeable guy!“

““

“Thank you Jaime Prado for assisting me with my account, thank you very much, you are the best customer service at westlake financial services.“

“Mike and I have been clients of Tradewinds for five years and are delighted with the professionalism, strategies and communications we have received in that time. This firm has an articulate, masterful leader at the helm (Christian) and a bright, energetic and responsive team around him (notably Paul). We truly feel part of a financial family and the timely, informative and personalized planning is unmatched in the industry. You need to look no further for your financial planning needs than this caring, competent and responsive team.“