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Portland Wealth Management is No Longer Exclusive to Billionaires

Most Portland wealth management focuses solely on brokerage, but completely misses at least 29 other areas. Our comprehensive family office services give you convenient access to 70+ professionals usually only afforded by billionaires.
Serving Greater Portland and Southwest Washington area’s 2.2M residents spanning West Linn, Lake Oswego, Southwest Hills, Pearl District, NW Hillside, Bethany, Eastmoreland, and beyond, for all of your Portland wealth management needs.
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Case Study

How We Helped a Couple Save $160,000 in Taxes After a Big Whoopsie!

Break Into the Top 2%

According to a recent Spectrum study, 78% of high-networth clients expect “wealth transfer advice” and “trust services” from their advisors, but only 2% receive it.
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Making Billionaire Family Office Services Attainable for Everyone

To grow and retain your wealth today and for generations to come, you’ll need a team of experts comprised of attorneys, accountants, financial advisors, risk mitigation specialists, and business advisors.

The full-time in-house employment of all of these professionals for wealth management is known as a “family office,” and it’s usually reserved for billionaires because hiring all of these services individually could break your bank.

Plus, do you have the time and know-how to assemble this team?

That’s why we’ve done it for you!

Family Office Diagram

Our Wealth Management
Solutions Are for You if You Want…

Protect Your Wealth
Your Wealth to Be Protected
We go beyond expectations, helping you structure and preserve your wealth in this lifetime and beyond.
Team of Professionals
Access to a Team of Professionals
Our family office services give you convenient access to all the accountants, lawyers, and advisors you need.
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To Ward Off Issues Before They Happen
With our proactive and holistic guidance, we’ll plan ahead so you and your family always end up on top.
«We’ve assembled 70+ professionals in our family office so you have all the wealth guidance and support you need to ensure your legacy wealth is secured for you and your family.»
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Trusted by Portland Business Owners



“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

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Doddie Dunbar



“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien



“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Family Office Services

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our company beyond the typical Portland accounting firm to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing

Tim Downing Signature

Tim Downing, CPA, Oregon | Downing & Co. Managing Principal

We’re Not Your Average Portland Wealth Management Firm. Here’s What You’ll Get When You Hire Us…

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Close to 0% Tax Liability
Our family office wealth management services will ensure your tax payments are as close to $0 as possible, so you can keep more of what you worked so hard for.
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Up to 10x ROI
Your results are our success, so we design our wealth management solutions to generate at least a 3x return on investment, and in most cases, we hit a 10x ROI.
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Streamlined & Convenient
Our comprehensive team of 70+ experts provide a holistic strategy that includes: legal services, wealth management, tax planning, risk mitigation, and business advisory.

Our 5 Phases of
Proactive Planning

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Proprietary Client Interview
Customized Proactive Action Plan
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Wide Access to Experts
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Implementation
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Regular
Check Ins

Meet Your Portland CPA Team

Tim Downing, CPA

Tim Downing, CPA, Oregon

Managing Principal
Jeannie Ryall, EA

Jeannie Ryall, EA

Tax Manager
Dachelle Hattan

Dachelle Hattan

Tax Accountant
Lee Schwartz

Lee Schwartz

Advanced Planning Team Lead
Shirley McArthur

Shirley McArthur

Office Manager

Your Comprehensive Family Office
Wealth Management Services

Personal Planning Focus

Financial Planning

✓  Investments
✓  Retirement
✓  Social Security 
✓  College Expenses
✓  Safe Money Options

Advanced Planning

✓  Personal Tax Reduction 
✓  Asset Protection Planning
✓  Wealth Transfer Advisory
✓  Tax Advantaged Wealth

Legacy Planning

✓  Trust Planning
✓  Estate Planning 
✓  Charitable Planning

Insurance/Risk Management

✓  Risk Management
✓  Life Insurance
✓  Personal Health Insurance
✓  Long Term Care
✓  Disability Insurance

Business Planning Focus

Business Strategy

✓  Business Direction/Vision
✓  Business Growth
✓  Leadership Skills
✓  Culture & Accountability
✓  Succession Planning

Business Finance/Costs

✓  Financing Options
✓  Reducing Operational Costs
✓  Business Tax Strategies

Business Protection/Risk Management

✓  Buy-Sell Agreements
✓  Key Man Coverage
✓  Property & Casualty Insurance

Employee Benefits

✓  Reducing Health Costs
✓  Employee Retention
✓  Employee Retirement Plans

Book a Free
Consultation

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, estate, or wealth planning needs quickly and conveniently.

Fixed Fee

No Surprises
Guarantee

We believe in full transparency and respect, which is why we offer a fixed fee for our family office and wealth management services. That way, there are never any surprises!
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Yes, We Offer Wealth Management Services in Portland, Oregon

Vancouver, WA
Salem, OR
Eugene, OR
Gresham, OR
Hillsboro, OR
Beaverton, OR
Bend, OR
Medford, OR
Springfield, OR
Corvallis, OR
Albany, OR
Tigard, OR
Lake Oswego, OR
Keizer, OR
Grants Pass, OR
Oregon City, OR
McMinnville, OR
Redmond, OR
Tualatin, OR
West Linn, OR
Woodburn, OR
Forest Grove, OR
Wilsonville, OR
Newberg, OR
Roseburg, OR
Klamath Falls, OR
Ashland, OR
Milwaukie, OR
Sherwood, OR
Happy Valley, OR

Multnomah
Washington
Clackamas
Columbia
Yamhill
Marion
Polk
Tillamook
Hood River
Clatsop
Lincoln
Linn
Benton
Wasco
Jefferson
Lane
Skamania (WA)
Klickitat (WA)
Cowlitz (WA)
Clark (WA)
Pacific (WA)
Wahkiakum (WA)
Sherman
Morrow
Gilliam
Crook
Deschutes
King (WA)
Pierce (WA)
Thurston (WA)

Portland Small Business Accountants is near Pioneer Courthouse Square which is close to Troutdale, Fairview, and Canby. Pittock Mansion, Providence Park, and Portland Japanese Garden are also nearby.

FAQs

How much should you pay a wealth manager?
Wealth management fees vary based on services and assets managed. Typically, advisors charge 1% of assets under management (AUM) annually, with lower percentages for higher balances. Some charge flat fees ($2,000–$10,000/year) or hourly rates ($200–$500). Costs depend on services like financial planning, tax strategies, and investment management.
What is the difference between financial advisor and wealth management?
A financial advisor provides general financial planning, investment advice, and retirement planning for a broad range of clients. Wealth management is a more comprehensive service tailored to high-net-worth individuals, covering investment management, tax strategies, estate planning, and asset protection to optimize and preserve long-term wealth.
What is considered high net worth?
High net worth (HNW) typically refers to individuals with at least $1 million in liquid assets, excluding real estate and business holdings. Very high net worth (VHNW) starts at $5 million, while ultra-high net worth (UHNW) begins at $30 million. Financial institutions use these tiers for specialized wealth management services.
At what net worth do I need a wealth manager?
A wealth manager is typically recommended for individuals with $1 million or more in investable assets. However, those with $500,000+ may benefit if they need estate planning, tax strategies, or complex investments. Ultra-high-net-worth individuals ($30M+) often require specialized management for asset protection, succession planning, and philanthropic goals.

1 Fun And 1 Interesting Fact About Portland!

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Portland is affectionately known as the “City of Roses” due to its ideal rose-growing climate, which led to the establishment of an annual Rose Festival starting in 1907. An intriguing feature of Portland is Mill Ends Park, officially recognized by the Guinness Book of World Records as the smallest park in the world, measuring just two feet in diameter. It was created in 1948 on a median strip for the purpose of being a colony for leprechauns and a location for snail races.

Portland Small Business Accounting Resources

Oregon Society of CPAs

 
10206 SW Laurel St
Beaverton, OR 97005

 
(503) 641-7200

Oregon Association of Tax Consultants

3075 S.E. Century Blvd.
Suite 110
Hillsboro, OR 97123

(503) 726-0100

Portland Accounting Office

 
1120 SW 5th Ave #1250
Portland, OR 97204

 
(503) 823-5288

What is the Oregon Society of CPAs?
The Oregon Society of CPAs (OSCPA) is a professional organization representing certified public accountants (CPAs) in Oregon. Established to support and enhance the competency and professionalism of its members, OSCPA provides a range of services including continuing education, advocacy, and networking opportunities. It acts as a resource for its members regarding updates in accounting standards and regulations, and also offers leadership development and community involvement initiatives. Additionally, the society plays a significant role in promoting ethical practices and professional standards within the accounting profession in Oregon.
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What is the Oregon Board of Accountancy?
The Oregon Board of Accountancy (BOA) is a regulatory agency responsible for overseeing the accounting profession within the state of Oregon. Its primary functions include licensing Certified Public Accountants (CPAs) and public accounting firms, enforcing compliance with professional standards, and ensuring ethical practices in the field. The Board sets educational and professional requirements for licensure, conducts examinations, and manages continuing education mandates. It also investigates complaints and takes disciplinary actions against licensees who violate laws or professional guidelines. By doing so, the Oregon BOA aims to protect the public interest and maintain trust in the accounting profession.

Portland, Oregon Local Resources

Small Business Accountant Portland

5933 NE Win Sivers Dr
Suite 102
Portland, OR 97220

(503) 257-9611

Portland Metro Chamber

121 SW Salmon St.
Suite 1440
Portland, OR 97204

(503) 224-8684

Portland Office of Management & Finance

1120 SW 5th Ave
Room 901
Portland, OR 97204

(503) 823-5288

Portland IRS Taxpayer Assistance Center

1220 SW 3rd Ave
Portland, OR 97204

(844) 545-5640

Portland Police Bureau

1111 SW 2nd Ave
Portland, OR 97204

(503) 823-3333

City of Portland

1221 SW 4th Ave # 110
Portland, OR 97204

(503) 823-4000

Top Companies in Portland, Oregon

Nike

One Bowerman Dr
Beaverton, OR 97005

(503) 671-6453

Columbia Sportswear

14375 NW Science Park Dr
Portland, OR 97229

(503) 985-4000

Daimler Trucks North America

4555 N Channel Ave
Portland, OR 97217

(503) 745-7124

Greenbrier Companies

One Centerpointe Dr.
Suite 200
Lake Oswego, OR 97035

(503) 684-7000

Umpqua Holdings Corporation

One SW Columbia St
Suite 1200
Portland, OR 97258

(503) 973-5945

Vestas American Wind Technology

1417 NW Everett St
Portland, OR 97209

 
(503) 327-2000

More About Small Business Accounting in Portland, Oregon

Portland, Oregon, stands as a vibrant city known for its lush greenery, cycling-friendly streets, and strong embrace of alternative lifestyles. As of the latest estimates, Portland boasts a population of over 650,000 residents, making it the largest city in Oregon and the 26th most populous in the United States. This diverse city offers a rich tapestry of demographics, with a significant Caucasian majority followed by Asian, African American, Native American, and Hispanic communities. The city’s demographic makeup reflects its cultural diversity, evident in its array of festivals, restaurants, and community events celebrating various cultures.

The residents of Portland are known for their progressive values, environmental awareness, and creative spirit. The city has a young, vibrant, and educated populace that drives its dynamic cultural scene. Portlanders are also recognized for their high engagement in local activism and politics, advocating for sustainability and social justice. The city’s unique character is also shaped by its numerous microbreweries, coffee shops, and a culinary scene that prioritizes local and organic ingredients, further defining the distinctive lifestyle of its inhabitants.

Small business accounting in Portland caters to a vibrant community of entrepreneurs and startups, reflecting the city’s innovative and progressive spirit. Local accountants specialize in providing comprehensive services tailored to the unique needs of small businesses, including bookkeeping, tax preparation, and financial planning. Given Portland’s diverse economic sectors like technology, retail, and creative industries, these professionals are adept at navigating industry-specific financial challenges and opportunities, ensuring businesses not only comply with state and federal regulations but also thrive financially.

In addition to traditional accounting services, Portland’s accountants often focus on sustainability and community engagement, aligning with the city’s values. They offer guidance on taking advantage of local eco-friendly incentives and help businesses implement practices that contribute positively to the community. This approach supports small businesses in integrating into Portland’s social and environmental fabric, fostering not just economic growth but also a commitment to the city’s overall well-being and sustainability.

Downing & Co works with businesses and high-networth individuals to minimize their taxes and grow their bottom line, while building and preserving their legacy. Offering tax planning, accounting services, estate planning, and wealth management services in the greater Portland area, we work holistically and proactively for you. Our clients love our quick response time, fixed fees, friendly advisors, and our creative, results-focused approach.

Your Next Steps

Book a Free Consult
Start your journey through our proprietary client interview process.
Read the Case Study
See how we helped a couple save $160,000 in taxes after a big whoopsie!

Your Proactive & Holistic Small Business Accountant

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We’re Proud Members of

AICPA OSCPA OSCPA
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Available to US-based business owners through scheduled consultations and secure online collaboration. Services are subject to applicable state rules and engagement acceptance.