Financial Advisors in Cornelius, Oregon (Washington County)

Douglas Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial guidance to business owners, executives and individual investors.

He founded PNWA after compiling a remarkable track record over 25 years as one of the country’s leading financial advisors at Morgan Stanley, the global leader in wealth management and financial services. He became the firm’s top advisor in Oregon by assets under management and revenue -- recognition which extended outside the company. Barron’s chose Doug for its annual “Top Advisor Rankings” over four straight years, ranking him second among all financial advisors in 2012. The Financial Times selected Doug among the “FT 400 Top Financial Advisers,” one of only two advisors in Oregon in 2013. Doug’s work on behalf of his clients also came to the attention of Forbes who chose him for its annual “Best in State” listing of the top wealth advisors in Oregon.... See More

Phyllis Carlton, CFP
Phyllis Carlton has helped families and businesses meet their financial goals for 30 years. Carlton Advisors provides objective and independent consulting services. Because Carlton Advisors does not charge a fee based upon assets under management, you will only pay for services when you need them. This will save you considerable money, which you can invest to meet your goals. We also work in cooperation, not in competition, with your other professional advisors such as CPA's, attorneys, bankers, other financial advisors. ... See More