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70 Financial Planners in Oregon
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Robert K. Haley

JD, CFP®, AIF®

Chairman

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Advanced Wealth Management

8625 SW Cascade Ave, Suite 602
Beaverton, OR 97008
(503) 452-9300

Brent Hamilton

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

WBH Financial Services

4500 Kruse Way, Suite 105
Lake Oswego, OR 97035-2562
(888) 699-9201
+1 More Number
(503) 699-9200

Karen S. Jacobson

CFP®, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Getting Divorced,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Bray & Associates NW LLC

PO Box 1574
Lake Oswego, OR 97035
(503) 290-0290

Wolfgang T. Sailler

CFP®

Owner / Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Oregon and the surrounding communities.

Goldmark Financial Planners LLC

PO BOX 5190
Salem, OR 97304
(503) 375-0208

Nicolle L. Landwehr

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Retirement,...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Nations Financial Group

960 N Roosevelt Dr
Seaside, OR 97138-7028
(503) 717-9792

Katherine M. Keppel

CFP®, CLU®

Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group

500 Liberty St. SE, Ste 310
Salem, OR 97301
(503) 371-3333

Diana J.L. Harrison

CFP®, CPA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
(503) 906-5205

Barrigan W. Nelson

CFP®

Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Capital Financial Planners

1640 Liberty St. SE
Salem, OR 97302
(888) 899-1067
+1 More Number
(503) 585-1067

Andrew M. Lewis

CFP®

Investment Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation,...More

Financial Advisor serving Oregon and the surrounding communities.

Cambridge Investment Research

PO Box 160
Maupin, OR 97037
(503) 853-6007

Sandra J. Wagner

CFP®

Financial Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Wagner Planning

5285 Meadows Rd Ste 310
Lake Oswego, OR 97035
(503) 342-0038
CONNECT WITH Sandra
  • facebook link
  • linkedin link

Jeffrey B. Yamada

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906
+ 1 More Address

MCS Family Wealth Advisors

750 Charbonneau
Bend, OR 97703-7047
(800) 525-8808
+1 More Number
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Thomas L. Hoover

CFP®

Associate Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

TruBridge Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Ste 1
Portland, OR 97225
(800) 303-5488
+1 More Number
(503) 439-1880

Ryan T. McClung

CFP®, CPA, CEPA®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127
(971) 350-8523
CONNECT WITH Ryan
  • linkedin link

David W. Smith

CFP®, ChFC®, CPFA®

Wealth Manager, Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

365 NE Greenwood Ave, Suite #4
Bend, OR 97701
+ 1 More Address

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

63038 Desert Sage St.
Bend, OR - Oregon 97701
(541) 385-6263
CONNECT WITH David
  • linkedin link

Pegler Swift

CFP®, ChFC®, RICP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Westbrook Planning Group LLC

857 NE Granger Ave
Corvallis, OR 97330
(541) 230-1044

Ted Ferguson

CFP®

Senior Portfolio Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

UBS Financial Services, Inc.

5300 Meadows Rd, Ste 300
Lake Oswego, OR 97035
(503) 248-1309

James Frank

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Metis Wealth Advisory Group

4900 Meadows Road, Ste 100
Lake Oswego, OR 97035
(800) 697-4271
+1 More Number
(503) 697-4271
CONNECT WITH James
  • linkedin link

Brenna R. Baucum

CFP®, CTS™

Founder

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Collective Wealth Planning

1115 Madison St NE # 1076
Salem, OR 97301
(503) 476-1142
CONNECT WITH Brenna
  • facebook link
  • linkedin link
  • youtube link

Scott M. Emblen

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Independent Progressive Advisors

1675 SW Marlow Ave, Suite 305
Portland, OR 97225
(503) 536-7351
CONNECT WITH Scott
  • linkedin link

W. Ben Utley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Physician Family Financial Advisors Inc.

9450 SW Gemini Dr PMB 52736
Beaverton, OR 97008-7105
(541) 579-4357
CONNECT WITH W. Ben
  • linkedin link

Nancy L. Congdon

CFP®, MBA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Blue Water Wealth, Inc.

6600 SW 92nd Av, Suite 100
Portland, OR 97223
(503) 296-8700

Brent D. Usher

CFP®

Financial Advisor

Specialties:

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Meridian Welath Advisors

825 NE Multnomah St, suite 925
Portland, OR 97232
(503) 678-9909

Jessica D. Tierney

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group

3395 SW Garden View Ave
Portland, OR 97225
(503) 292-5853

Christopher L. Sittner

CFP®, CPA

Principal Advisor & Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

CS Wealth Management, LLC

10940 SW Barnes Rd
Portland, OR 97225-5368
(971) 357-2187

Lissa Piper

MBA, CFP®, EA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving Oregon and the surrounding communities.

Virtually
Beaverton, OR 97006
(503) 459-9550
CONNECT WITH Lissa
  • twitter link
  • linkedin link

Travis J. Wesley

CFP®, CRPC, APMA, AI

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Wealthbridge Advisors

5000 Meadows Rd, Ste 450
Lake Oswego, OR 97035-2254
(503) 595-2110

Claudia Porter

CFP®

Specialties:

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Financial Reserve, Inc.

12725 SW 66th Ave, Ste 102
Portland, OR 97223-2547
(503) 906-2426

Will Kellar

CFP®

Partner, Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Human Investing

6000 Meadows Rd, Ste 105
Lake Oswego, OR 97035-3174
(503) 905-3119
CONNECT WITH Will
  • linkedin link

Brenton Cisson

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Oregon and the surrounding communities.

D.A. Davidson

3210 Hillcrest Park Drive, Suite 200
Medford, OR 97501
(541) 608-4381
CONNECT WITH Brenton
  • linkedin link

Matthew Adams

CFP®, CLU, ChFC

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Oregon and the surrounding communities.

Jones & Roth

300 SW Columbia St, #201
Bend, OR 97702
+ 1 More Address

Jones & Roth

260 Country Club Rd
Eugene, OR 97401-6026
(541) 382-3590
+1 More Number
(541) 382-3590