Wealth Management / Financial Planning
Where are you today? Where do you want to be in the future? Having dreams, setting goals, and assessing the state of your current affairs helps lay the groundwork for your future financial well-being.
Portfolio Management
Our approach combines proprietary equity and fixed-income investment management solutions with carefully selected separately managed accounts, mutual funds, and exchange-traded funds.
Trust is the foundation of our team.
Our mission is to run a business for you; a business that’s essential to your success but peripheral to your focus. We take work off your shoulders, and that includes helping you design a personalized financial plan and investment strategy for your life’s most important goals, managing it in a cost-effective way, managing risks and overseeing your progress, and being a valuable life-long resource for your financial needs as they unfold over time.
America’s Top Financial Advisory
Firms
Recognized by Newsweek as one of America's Top Financial Advisory Firms 2026—selected from over 15,000 firms through independent, data-driven analysis.
Newsweek's 2026 America’s Top Financial Advisory Firms, developed with Plant-A Insights, highlight 1,000 registered investment advisors across the country based on performance, expertise, and client satisfaction. Newsweek and Plant-A evaluated over 15,000 firms using asset performance, client performance, service breadth, and conflict management to identify leaders delivering fiduciary care. To be eligible for evaluation, firms had to have $20M+ AUM, at least three advisors, at least five individual clients, at least two years of SEC registration, a clean disciplinary record, and the availability of portfolio management services to individual investors. NBC Capital Advisors was ranked in September 2025. The Firm did not pay a fee to Newsweek or Plant-A Insights in exchange for inclusion in the 2026 America’s Top Financial Advisory Firms ranking.
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NBC Capital Advisors
8625 SW Cascade Ave Suite 410
Beaverton, OR 97008
