Advisor Search

Family businesses need advising teams they can trust.

Our family business advisor search can connect you with lawyers, accountants, consultants, insurance experts, and more. Advisors on our list understand the complexities family businesses face and the nuances of navigating family relationships. Whether you’ve just started your family business, are strengthening it, or are preparing for succession, we can help you build a team so you can thrive.

Use our advisor search to find the experts you need, learn where they are located and see which industries they serve. When you click on an advisor, you can learn more about their experience, their affiliation with the Center for Family Enterprise, the size of their company, and more.

Please read our article, “Tips for Hiring a Professional Advisor” as you preview this list.

Name City Statesort descending Profession
Don Bielen Pacific Northwest Investment & Financial Advice
Doug Alford Pacific Northwest Marketing & Consulting Services
Lori Cegon Willamette Valley Marketing & Consulting Services
Steve Lytle Scottsdale AZ Marketing & Consulting Services
Denise Trepanier Eugene OR Marketing & Consulting Services
Brenda Edwards Medford OR Staffing, HR, Talent Acquisition
Mary Sutter Portland OR Accounting, Tax Preparation, Bookkeeping
Teresa Spada Portland OR Accounting, Tax Preparation, Bookkeeping
David Leonard Salem OR Legal Services
Jan Sokol Portland OR Legal Services
Tim Wood Lake Oswego OR Investment & Financial Advice
Randa Brooks Portland OR Accounting, Tax Preparation, Bookkeeping
Con Lynch Salem OR Legal Services
June Wiyrick Flores Portland OR Legal Services
Steven Zipper Portland OR Legal Services
Mark Wickman McMinnville OR Marketing & Consulting Services
Andrew Sprauer Salem OR Legal Services
Robin Matthews Eugene OR Accounting, Tax Preparation, Bookkeeping
Pat Green Portland OR Legal Services
Peter Arezzini Portland OR Marketing & Consulting Services
Marsia Gunter Portland OR Marketing & Consulting Services
Nancy Horton Lake Oswego OR Investment & Financial Advice
Charles Vaughan Baker City OR Legal Services
Michele Kellison Corvallis OR Accounting, Tax Preparation, Bookkeeping
Jeff Jimerson Corvallis OR Marketing & Consulting Services
Bill Zipp Corvallis OR Marketing & Consulting Services
Gary St. Louis Portland OR Legal Services
Preston Byrd Portland OR Accounting, Tax Preparation, Bookkeeping
Patricia Logan Klamath Falls OR Accounting, Tax Preparation, Bookkeeping
Clint Bentz Salem OR Marketing & Consulting Services

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