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Advisors / Oregon / Portland
34yrs

Mark Blake

Financial advisor at Meriwether Family Office

Mark Blake is a fiduciary financial advisor in Portland, Oregon, with 34 years in the industry. Mark joined Meriwether Family Office in 2024, after 14 years at Wells Fargo Advisors. Meriwether Family Office offers selecting outside investment managers.

One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.

Portland, OR 97209Top 10% by experience in OregonFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1993)
How that compares ?Top 10% by experience in Oregon
Office2001 NW 19th, #103b, Portland, OR 97209
How the firm is paid ?Other
States licensed ?1 state

Services through Meriwether Family Office

Choosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2000 – 2014

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Meriwether Family Office at (503) 223-9062 and ask for Mark Blake. Mark works from the Portland, OR office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1993, about 34 years. Top 10% by experience in Oregon.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Meriwether Family Office reports being paid by other fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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