Brian Lawrence, CFA
Guided Financial Expeditions™
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North Ridge Wealth Advisors
Brian Lawrence, CFA
Beaverton, OR
Guided Financial Expeditions™
Areas of Focus
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
About Me
I'm Brian Lawrence, a partner and financial advisor at North Ridge. I have a passion for turning dreams into financial realities.Q: Where are you from?
A: I grew up in the tight-knit farming community of Royal City, Washington. Farm life teaches you the value of a dollar and how to work hard.
Q: What inspired you to enter the world of financial planning?
A: In high school, my dad pulled my siblings and I aside to let us know that Grandpa Hervey had gifted each of us a few shares of stock in several companies. How to invest going forward was up to us. My dad helped me call his stockbroker at the time, and I remember learning about interest, dividends, and how the stock market works. It was a hook, line, and sinker moment—I was captivated.
Q: Where did you go to school?
A: After graduating high school, I went on to Linfield University where I earned my Bachelor of Science in Finance and a minor in Economics. I’ve also gone on to earn my Chartered Financial Analyst (CFA) designation.
Q: Why North Ridge?
A: I founded North Ridge so I could do the right thing for clients. Period. I love being part of a team that helps individuals define success on their terms. Whether it's securing a comfortable retirement, building a robust investment portfolio, or weathering life's financial storms, I'm here to guide you.
Q: What do you do when you aren’t working?
A: I love spending time with my wife and our two kids – a daughter and a son – who keep life exciting and remind me daily why financial planning matters so much. It's not just about numbers; it's about creating a future where they can spread their wings without worry. I also love mountaineering, backpacking, and woodworking.
Being a financial advisor isn't just a job for me. I'm passionate about helping you navigate the financial maze, armed with a personalized strategy that suits your unique goals. So, let's chat, let's dream, and let's map a path to success – whatever that looks like for you.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
8285 SW Nimbus Avenue, Suite 155, Beaverton, Oregon 97008
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
Offers Investment Management
Yes
About our Firm
Are you leveraging your wealth to create the life you want?Our clients are passionate about living life to the fullest – they’re involved in the local Portland community, planning adventures along the Oregon Coast Trail, enjoying whitewater kayaking on the Clackamas River, and summitting Matterhorn Peak.
Worrying about their money is the last thing on their to-do list – that’s where we come in.
We aim to help you clarify your goals and values and guide you on the financial journey to maximize your wealth today while planning for an equally thrilling tomorrow.
Education
Linfield University, B.S. in Finance with a minor in Economics
Volunteer Experience
McMinnville Area Habitat for Humanity
Hobbies and Interests
- Camping
- Family
- Hiking
- Hunting
- Rock Climbing
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Parents
- Travel Lovers
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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