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 Citysort descending State Profession
Troy Bennett Medford OR Investment & Financial Advice
Michael Berrevoets Milwaukie OR Accounting, Tax Preparation, Bookkeeping
Scott Barbur Milwaukie OR Legal Services
Jean Meeks-Koch Mt. Pleasant SC Marketing & Consulting Services
Brian Gundell Oregon City OR Marketing & Consulting Services
Doug Alford Pacific Northwest Marketing & Consulting Services
Don Bielen Pacific Northwest Investment & Financial Advice
Dave Delap Portland OR Accounting, Tax Preparation, Bookkeeping
Brad Pease Portland OR Investment & Financial Advice
Karen Carnahan Portland OR Marketing & Consulting Services
Gary Furr Portland OR Marketing & Consulting Services
Marsia Gunter Portland OR Marketing & Consulting Services
David Larson Portland OR Accounting, Tax Preparation, Bookkeeping
Michael Hart Portland OR Investment & Financial Advice
June Wiyrick Flores Portland OR Legal Services
Randa Brooks Portland OR Accounting, Tax Preparation, Bookkeeping
Greg Bell Portland OR Marketing & Consulting Services
Jed Schlanger Portland OR Investment & Financial Advice
Al Nodarse Portland OR Accounting, Tax Preparation, Bookkeeping
Raymond Cheung Portland OR Accounting, Tax Preparation, Bookkeeping
Gary St. Louis Portland OR Legal Services
Sherrill Corbett Portland OR Legal Services
Jan Sokol Portland OR Legal Services
Mary Sutter Portland OR Accounting, Tax Preparation, Bookkeeping
Paul Carlson Portland OR
Terri Bennink Portland OR Marketing & Consulting Services
John Rosenfeld Portland OR Legal Services
Janelle Markovich Portland OR Insurance
Peter Arezzini Portland OR Marketing & Consulting Services
Jim Baker Portland OR Insurance

Pages