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
Gary St. Louis Portland OR Legal Services
Christopher Linkhorn Eugene OR Investment & Financial Advice
Jon Wickersham Seaside OR Legal Services
Dave Delap Portland OR Accounting, Tax Preparation, Bookkeeping
Terri Bennink Portland OR Marketing & Consulting Services
Brad Pease Portland OR Investment & Financial Advice
David Alexander Portland OR Investment & Financial Advice
Alan Thayer Eugene OR Legal Services
Dave Adams Portland OR Accounting, Tax Preparation, Bookkeeping
Randolph Colson Gresham OR Accounting, Tax Preparation, Bookkeeping
Dave Chin OR Marketing & Consulting Services
Jed Schlanger Portland OR Investment & Financial Advice
Matt Katzer Lake Oswego OR Technology Consulting
Ken Trautman Medford OR Investment & Financial Advice
Michael Berrevoets Milwaukie OR Accounting, Tax Preparation, Bookkeeping
Troy Bennett Medford OR Investment & Financial Advice
Brian Gundell Oregon City OR Marketing & Consulting Services
Ken Leatherman Lake Oswego OR Insurance
Amy Apiado Portland OR Accounting, Tax Preparation, Bookkeeping
Greg Bell Portland OR Marketing & Consulting Services
Marcia Bagnall Portland OR Marketing & Consulting Services
Michael Beck Central Point OR Insurance
Bill Patten Portland OR
Bryan Justrom Portland OR Accounting, Tax Preparation, Bookkeeping
Eugene Wallace Aurora OR Marketing & Consulting Services
Jeff Owens Clackamas OR Investment & Financial Advice
Jim Baker Portland OR Insurance
Michael Hart Portland OR Investment & Financial Advice
David Larson Portland OR Accounting, Tax Preparation, Bookkeeping
Mark Green Salem OR Marketing & Consulting Services

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