Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
29yrs
Michael Handy
Full name on record: Michael Ralph Handy
Financial advisor at Handy & Company Financial Advisors
Michael Handy is a financial advisor in Lake Oswego, Oregon, with 29 years in the industry. Michael joined Handy & Company Financial Advisors in 2011, a firm offering financial planning and investment management. Handy & Company Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience in Oregon
Office4550 Kruse Way, Suite 330, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$603,047
Advisors at the firm2
States licensed ?1 state
Services through Handy & Company Financial Advisors
Financial planningInvestment management for individuals and small businesses
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
Career
- 2011 – nowHandy & Company Financial Advisors, Inc.Current firm
Contact Michael
(503) 635-6100Handy & Company Financial Advisors main office 4550 Kruse Way, Suite 330Lake Oswego, OR 97035Office · Get directions Firm websitewww.handycompany.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Michael
How do I contact Michael?
Call Handy & Company Financial Advisors at (503) 635-6100 and ask for Michael Handy. Michael works from the Lake Oswego, OR office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 17% by experience in Oregon.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Handy & Company Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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.
Other advisors nearby
RBC Capital Markets
46yrs
Top 1% by experience in Lake Oswego
Allium Financial Advisors
46yrs
Top advisor by experience at Allium Financial Advisors
Raymond James & Associates
44yrs
Top 1% by experience in Oregon
Orca Investment Management
44yrs
Top advisor by experience at Orca Investment Management
Wells Fargo Advisors
44yrs
Top 1% by experience in Lake Oswego