Insights

Independent advisory Potential clients seeking unbiased, fee-based financial planning could be attracted by Financial Planners Northwest's independent model and focus on personalized, objective advice for individuals and small businesses.

Regional focus Target growth opportunities within the Pacific Northwest, emphasizing local market knowledge and personalized service that leverages their long-standing presence since 1996.

RIA partnerships Leverage relationships with Cambridge Investment Research and associated broker/dealer and registered investment advisor structures to cross-sell advisory services, investment products, and planning solutions.

Revenue scale With a mid-range revenue base, position value-added services such as comprehensive financial planning, fiduciary-level guidance, and cost-effective investment strategies to attract mid-market clients and referrals.

Growth channels Explore reseller/affiliate partnerships, strategic alliances with accounting firms or small business service providers, and targeted digital outreach to capture new individual and small business clients seeking objective planning.

Financial Planners Northwest, Inc. Email Formats	Example	Percentage
First@fpnw.com	John@fpnw.com	67%
First.Last@fpnw.com	John.Doe@fpnw.com	33%

Financial Planners Northwest, Inc. Email Formats

Example

Percentage

First@fpnw.com

John@fpnw.com

67%

First.Last@fpnw.com

John.Doe@fpnw.com

33%

Frequently Asked Questions

What is Financial Planners Northwest, Inc.'s phone number?

You can contact Financial Planners Northwest, Inc.'s main corporate office by phone at

+1-503-595-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Planners Northwest, Inc.'s official website and social media links?

Financial Planners Northwest, Inc.'s official website is fpnw.com and has social profiles on LinkedIn.

How much revenue does Financial Planners Northwest, Inc. generate?

As of July 2026, Financial Planners Northwest, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Financial Planners Northwest, Inc.'s NAICS code?

Financial Planners Northwest, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial Planners Northwest, Inc. have currently?

As of July 2026, Financial Planners Northwest, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include President: J. R. W.Financial Planner: A. P.: B. W.. Explore Financial Planners Northwest, Inc.'s employee directory with LeadIQ.

What industry does Financial Planners Northwest, Inc. belong to?

Financial Planners Northwest, Inc. operates in the Financial Services industry.

What is Financial Planners Northwest, Inc.'s email format?

Financial Planners Northwest, Inc.'s email format typically follows the pattern of First@fpnw.com. Find more Financial Planners Northwest, Inc. email formats with LeadIQ.

Financial Planners Northwest, Inc.

Q: What is Financial Planners Northwest, Inc.'s NAICS code?

Financial Planners Northwest, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States0-1 Employees

Financial Planners Northwest, Inc. is a regional financial planning firm based in Portland, Oregon. It operates as a fee-based advisory practice, offering independent guidance on money and investment matters to individuals and small businesses. The firm emphasizes unbiased counsel, helping clients identify cost-efficient solutions aligned with their goals and objectives. Established in 1996, the organization positions itself within the financial services industry as a Registered Investment Advisor, with securities offered through Cambridge Investment Research, Inc., a broker/dealer, and Cambridge Investment Research Advisors, Inc., an RIA. The relationship between Cambridge and Financial Planners Northwest, Inc. is described as non-affiliated.

Insights

Similar companies to Financial Planners Northwest, Inc.

Avantax

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

Cambridge Investment Research

LPL Financial

Merrill Lynch

Cetera Financial Group

Morgan Stanley

Edward Jones