PORTLAND, OREGON – May 27, 2021 – Ferguson Wellman and West Bearing are pleased to announce that the firm has been named by Oregon Business Magazine as a top financial planner in their annual Power Book publication.

Oregon Business Magazine ranked Ferguson Wellman second in the state on their list of 19 financial planning companies. The listing was compiled based upon assets under management in Oregon.

“We are gratified to be mentioned alongside our peers in this listing,” said Ralph Cole, CFA, director of the firm. “Equally important to us is the trusting relationships we have earned with each of our clients. After all, it is their assets that have allowed us to be mentioned in the first place.”

Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm, established in the Pacific Northwest. As of January 1, 2021, the firm manages over $6.85 billion for more than 884 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million. (data as of January 2021).

Disclosures:

We, Ferguson Wellman, have included the criteria of which the rating is based. We are not aware of any facts that would call into question the validity of the ranking. We do not view this advertisement as inappropriate. We are not aware of any unfavorable rating of the firm. The ranking was determined by Oregon Business Magazine ranking companies in Oregon by assets under management. We do not know how many firms ultimately chose to participate. The rating category is “Powerlist: Financial Planners.” The rating may not be representative of any one client’s experience. The rating is not indicative of Ferguson Wellman’s future performance. The ranking was created and conducted by Barron’s and Ferguson Wellman did not pay a fee to participate.

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