Financial Planners in Portland

“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“

“This firm is so accessible in their approach, nothing stuffy or high-pressure, yet very informed and sober in their advising. They really do the work to stay connected with you over time but I'm not pressed when not further along with all the recommendations in the financial plan drafted for us. It's low pressure but the high touch keeps us invested in the long game for our portfolio and the relationship. We really enjoy this team and look forward to growing with them across our life and taking advantage of all they have to offer. It's also a team that reflects a wide swath of life - parents, non-parents, women, men - I'm sure that helps round out their approach and relatability.“

“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.“

““

““