Apologies if this is the wrong forum — happy to be redirected.
I’m looking to consolidate investments spread across several platforms accumulated over my career: Fidelity, Vanguard, Merrill Lynch, E-Trade, Country Financial, and my credit union. I’ve done some homework and believe a fee-only fiduciary is the right fit.
Based in Beaverton, Oregon, and willing to drive up to an hour for the right advisor. Any recommendations from people who’ve worked with someone in the Portland metro area would be greatly appreciated.
u/Infamous-Insect-1297 — 1 month ago