Let's discuss your financial future.

Benjamin F. Edwards

Portland, OR Financial Advisor Branch Office

10260 SW Greenburg Rd Ste 535

Portland, OR 97223

Phone: 971-319-6172

Toll Free: 844-319-6172

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Portland, OR location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Portland office is comprised of talented financial professionals with years of wealth management experience.

The Benjamin F. Edwards team of financial advisors is proud to serve Portland, OR and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.

Portland Branch Financial Planning Services:

Our Portland branch can serve you with a variety of financial planning needs, with a special focus on the following areas:

  • Asset Allocation
  • Portfolio Construction
  • Education Planning Strategies
  • Financial Planning
  • Retirement & Social Security Planning Strategies
  • Business Owner Services
  • Trust & Estate Planning Strategies
  • Insurance Solutions

Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.

Meet the Portland, OR Financial Advisory Team

Robert H. Rosenbloom

Robert Rosenbloom

Branch Manager and Senior Vice President – Investments

Phone: 844-319-6172

Robert.Rosenbloom@benjaminfedwards.com
View Robert's Bio
Trent R. Rosenbloom AAMS®

Trent Rosenbloom, AAMS®

Vice President – Investments

Phone: 844-319-6172

Trent.Rosenbloom@benjaminfedwards.com
View Trent's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Steve Potter

Associate Vice President – Investments

Phone: 844-319-6172

steve.potter@benjaminfedwards.com
View Steve's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Angela O’Curran

Senior Registered Financial Client Associate

Angela.Ocurran@benjaminfedwards.com
View Angela's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Portland branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.

Contact the Portland, OR Branch

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Mail or Visit Us

Benjamin F. Edwards

10260 SW Greenburg Rd Ste 535
Portland, OR 97223

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