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Somerset Wealth StrategiesFinancial advisor in Portland, OR

Somerset Wealth Strategies is a financial advisor at 4600 S Kelly Ave, Portland, OR 97239, ranked #2 of 281 financial advisors in Portland and rated 5.0 from 94 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Portland, ORUpdated 0 paid placements in any rankingHow we rank

Call (503) 595-1333Website ↗

Key facts

Key facts about Somerset Wealth Strategies
Address4600 S Kelly Ave, Portland, OR 97239Get directions
Phone(503) 595-1333
Websitesomersetwealthstrategies.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 94 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Portland and 11 towns within 25 miles: Milwaukie, Lake Oswego, Lents, Oak Grove, Tigard, Beaverton, Oatfield, Cedar Mill, Happy Valley, Gladstone and Tualatin.

Based in Portland, ORView on map

Opening hours

Opening hours for Somerset Wealth Strategies
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Somerset Wealth Strategies

How is Somerset Wealth Strategies ranked in Portland?

Somerset Wealth Strategies is ranked #2 of 281 financial advisors in Portland by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Somerset Wealth Strategies’ hours?

Somerset Wealth Strategies is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Somerset Wealth Strategies serve?

Serves Portland and 11 towns within 25 miles: Milwaukie, Lake Oswego, Lents, Oak Grove, Tigard, Beaverton, Oatfield, Cedar Mill, Happy Valley, Gladstone and Tualatin. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Somerset Wealth Strategies?

Somerset Wealth Strategies has a rating of 5.0 from 94 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Somerset Wealth Strategies?

Call Somerset Wealth Strategies on (503) 595-1333. The business is at 4600 S Kelly Ave, Portland, OR 97239. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Somerset Wealth Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Somerset Wealth Strategies (this business)—755.0 (94)NoNo
Finity Group#1755.0 (103)NoNo0.4 mi
First Pacific Financial#3744.9 (149)NoNo9.4 mi
Vista Capital Partners#4745.0 (72)NoNo5.2 mi

See all 281 ranked financial advisors in Portland