Hausman Advisors LLC was recognized in AdvisoryHQ’s 2017 Ranking of the Top 8 Financial Advisors in Portland, Oregon. The firm was one of 8 included in the listing, which is designed to provide objective, comprehensive research to help the everyday consumer make informed financial decisions.
To compile the list, AdvisoryHQ conducted a detailed analysis of advisors and wealth management firms across Portland, using its “Top-Down” Advisor Selection Methodology, which is based on a wide range of factors including: fiduciary duty, independence, transparency, level of customized service, history of innovation, quality of services provided, team excellence, and years of experience.
Firms do not pay a fee to be included in the rankings and aren’t made aware that they are being reviewed until after AdvisoryHQ’s reviews are completed and published. No clients were interviewed as part of the review process. In its review, AdvisoryHQ cited Hausman Advisors’ fee-only model, evidence-based investment strategy, and detailed financial life planning. Click here to view AdvisoryHQ’s full report. “We appreciate AdvisoryHQ’s careful review of our firm and their recognition of our unique evidence-based strategy for planning and investing, “said Hausman Advisor’s Principal, Jason A. Smith, CFP®.
AdvisoryHQ News was launched in March of 2015 and has since become one of the fastest-growing review and ranking media for the financial advisory sector. The site is committed to simplifying the research that consumers conduct before choosing a financial advisor, RIA, financial planner, or wealth advisor across the U.S. and the U.K. AdvisoryHQ’s reports are published for free, and the site does not accept any compensation for the financial advisor reviews that it conducts and publishes. This is to ensure the highest levels of objectivity and unbiased editorial reviews.
With offices in Portland and Hood River, Hausman Advisors LLC is an independent registered investment advisor. The firm works with individuals and families to help them build portfolios to support their lifestyle needs. Since its founding, Hausman Advisors has its business on the tenet that doing what’s best and doing what’s right for its clients should always be one and the same.