Find a Financial Planner in
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Courtney L. Mersereau

CFP®

Client Relationship Manager

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Vision Capital Management

One SW Columbia, Ste 915
Portland, OR 97258
(503) 731-7303
CONNECT WITH Courtney
  • linkedin link

Clayton A. Phillips

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Human Investing

5335 SW Meadows Rd, Ste 450
Lake Oswego, OR 97035
(503) 905-3100
CONNECT WITH Clayton
  • linkedin link

Susan S. Butler

CFP®

Owner/ Life Planning Coach

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Oregon and the surrounding communities.

My Financial Harmony

424 NE Kearney Ave.
Bend, OR 97701
(541) 639-3164

Andrew Mardock

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Merit Wealth Management

61239 Tetherow Drive, Suite 209
Bend, OR 97702
(888) 516-3748

Barrigan W. Nelson

CFP®

Member

Specialties: 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment...More

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

Capital Financial Planners LLC

1640 Liberty St. SE
Salem, OR 97302-4348
(888) 899-1067
(503) 585-1067

Eric D. Thompson

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Edward Jones

1661 Edgewater St NW, Ste 140
Salem, OR 97304
(503) 375-7612

Kay Dee` Cole

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Clarity Wealth Development

262 NW Polk Ave
Corvallis, OR 97330
(541) 753-1898
CONNECT WITH Kay
  • facebook link
  • twitter link
  • 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

260 Country Club Road, 100
Eugene, OR 97401

Jones & Roth

300 SW Columbia St
Bend, OR 97702
(541) 382-3590
(541) 687-2320

Kori L. Allen

CFP®

Partner

Specialties: Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Pine Haven Investment Counsel

PO Box 28270
Portland, OR 97228

Pine Haven Investment Counsel

2055 NW Johnson
Portland, OR 97209
(888) 396-2749
(503) 305-3726

Charlene D. Carter

CFP®

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

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

Carter & Carter Financial

871 Country Club Rd, PO Box 1477
Eugene, OR 97440
(541) 683-2900

Tracy L. Lampman

CFP®

Branch Manager

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

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

VALIC Financial Advisors

488 E 11th Ave., Ste 220B
Eugene, OR 97401
(541) 687-2221

Justin R. Edwards

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

JR Edwards Financial Planning

22413 South Redland Road
Estacada, OR 97023
(503) 631-8679

Shawn Jacob Thomson

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Ameriprise Financial Services, Inc.

2 Centerpointe Dr., Ste 360
Lake Oswego, OR 97035
(503) 620-7500

Casey E. Cleveland

CFP®

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

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

CGC Financial Services

5 Centerpointe Dr, Ste 550
Lake Oswego, OR 97035
(503) 670-1958

David D. Bonebrake

CFP®, AIF(R)

Financial Planner

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

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

Bonebrake Financial Planning & Wealth Management

100 W 13th Ave, Ste 200
Eugene, OR 97401
(888) 590-1824
(541) 868-3800

Todd M. Nelson

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

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

Sittner & Nelson, LLC

497 Oakway Rd, Ste 300
Eugene, OR 97401
(877) 306-9638
(541) 636-4001

Benjamin E. Gilbert

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Silver Oak Advisory Group

1130 SW Morrison St, Suite 610
Portland, OR 97205
(503) 242-1715

Ray Sagner

CFP®

Financial Advisor

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 Legacy Group, Ltd.

PO Box 790
Salem, OR 97308
(877) 271-5628
(503) 581-6020

Marc Kadomatsu

CFP®, ChFC®, CLU®

Director of Financial Planning

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

Financial Advisor serving Oregon and the surrounding communities.

Human Investing

5335 Meadows Road, Suite 450
Lake Oswego, OR 97007
(503) 905-3100

Sarah E. Brooke

CFP®, AIF®

Financial Advisor

Specialties:

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

Sittner and Nelson, LLC

497 Oakway Rd, Ste 300
Eugene, OR 97401
(877) 306-9638
(541) 636-4001

Robert K. Haley

CFP®, JD, AIF®

President

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

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

Advanced Wealth Management

10220 SW Greenburg Road, Suite 210
Portland, OR 97223
(503) 452-9300

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

David W. Smith

CFP®, ChFC, QPFC

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

20985 Lava Flow Lane
Bend, OR 97701
(541) 385-6263
CONNECT WITH David
  • linkedin link

Daniel T. Dollinger

CPA, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Dollinger Management, Inc.

187 High St SE
Salem, OR 97301
(503) 363-1550

Marlene M. Stewart

CFP®, CLU

REgistered Rep/financial Adviser

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

Financial Advisor serving Oregon and the surrounding communities.

The Stewart Financial Group

5901 SW Macadam Ave, Suite 135
Portland, OR 97239-3620
(503) 224-2034

Amy G. Walls

CFP®, RICP®, CRPC®

President & Financial Advisor

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

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

Thimbleberry Financial

650 NE Holladay St, Ste 1600
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
  • facebook link

Theodore R. Haley

CFP®, AIF®

President

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.

Advanced Wealth Management

10220 SW Greenburg Road, Suite 210
Portland, OR 97223
(503) 452-9300

Jeffrey B. Yamada

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

MCS Family Wealth Advisors

360 E 10th Ave, Ste 200, Ste 200
Eugene, OR 97401

MCS Family Wealth Advisors

3750 W Main St
Norman, OK 73072
(800) 525-8808
CONNECT WITH Jeffrey
  • linkedin link

Steven M. Peterman

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Financial Planners Northwest

15350 SW Sequoia Parkway, Suite 240
Portland, OR 97224
(800) 699-5738
(503) 595-0077