Take Control of Your Financial Future Trusted CERTIFIED FINANCIAL PLANNER™ in Wilsonville, Portland & Across Oregon
At Harbor Horizon Financial , we help you bring order, strategy, and clarity to your financial life. As a CERTIFIED FINANCIAL PLANNER™ and fiduciary advisor, we provide personalized advice to help you build wealth, reduce uncertainty, and make confident decisions.
CERTIFIED FINANCIAL PLANNER™
Highly trained and credentialed
Fee-Only, Fiduciary
We work solely for you, not for commissions
Personalized Planning
No templates. No sales pitches. Just strategy
Clear Process, Ongoing Support
We simplify the complex and help you move forward with clarity and confidence
Who We Help: Financial Guidance for Business Owners, Professionals & Families
Our clients are driven, successful, and ready to align their wealth with what matters most. We specialize in helping:
Business Owners & Entrepreneurs — Streamline personal and business finances, plan exits, and build lasting value
High-Earning Professionals — Grow and protect income, establish a tax strategy, and plan for long-term success
Pre-Retirees & Retirees — Create income plans, manage risk, and enjoy retirement
Families & Couples — Make confident, long-term decisions around wealth, legacy, and lifestyle
Our Core Services
We bring together all the pieces of your financial world so they work in harmony — no more guesswork, stress, or uncertainty.
Financial Planning
Customized financial strategies to help you define, pursue, and achieve your goals.
Wealth Management
Investment strategies aligned with your goals, designed to support long-term planning and adapt to your evolving needs.
Retirement Planning
Confidently transition into retirement with personalized income planning, Social Security optimization, and risk management.
Tax Planning
We help you plan ahead with tax-smart strategies tailored to your unique financial situation.
Business Owner Planning
We help business owners align personal and business goals, create succession plans, and navigate liquidity events.
Local & Independent
Financial Planning Rooted in Oregon, Trusted Across the State
When you’re searching for a CERTIFIED FINANCIAL PLANNER™ near me or a financial advisor in Oregon , you want someone who understands your community and your values.
We proudly serve clients in:
Wilsonville, Oregon
Portland, Oregon
Lake Oswego, Tualatin, West Linn And virtually across the entire state of Oregon
Meet Your Advisor
Garrett Dresen, CFP® Experience. Integrity. Insight.
Garrett Dresen is a CERTIFIED FINANCIAL PLANNER™
and the founder of Harbor Horizon Financial. With years of experience helping high-achieving individuals and families, Garrett brings thoughtful insight, deep technical knowledge, and a personal approach to every client relationship.
"Born and raised in Oregon, I’m passionate about helping Oregon families feel confident with their money, so they can live well and reach the goals that matter most."
Let’s Start Planning for Your Future
Whether you’re ready to take the first steps toward financial independence, have specific questions about your business and personal finances, or want to explore your options for the future, Harbor Horizon Financial is here to help.
Schedule a time or give us a call. We’re excited to learn more about your goals and how we can support you.
Email: [email protected]
Phone: 971-405-7979
Based in Wilsonville, Oregon and serving clients nationwide
(Free Guide) 5 Steps to Finding a Financial Planner
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Copyright 2025, Harbor Horizon Financial, LLC, All Rights Reserved.
PO Box 1, Wilsonville, OR 97070
Harbor Horizon Financial, LLC is a Registered Investment Adviser (RIA) registered with the State of Oregon. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute an offer or solicitation to sell or provide investment advisory services in any jurisdiction in which the firm is not appropriately registered, licensed, or exempt from registration. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial professional before making any investment decisions.