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David W. Peterson

CFP®

Principal

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

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

Integrated Retirement Strategies

17780 S Anderson Road
Oregon City, OR 97045
(503) 327-5592 Contact Me

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 Contact Me

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 Contact Me

Marilyn L. Morrissey

CPA, CFP®

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.

Morrissey Financial

720 Center St
Oregon City, OR 97045-1949
(503) 657-3305 Contact Me

Becky Salsburg

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Becky H Salsburg, CFP®, EA LLC

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035
(503) 260-3008 Contact Me

Linda C. Rutledge

CFP®

Financial Planner, Financial Services Representative

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Mutual...More

Financial Advisor serving Oregon and the surrounding communities.

Blue Water Wealth

9755 SW Barnes Rd, Ste 610
Portland, OR 97225
(503) 296-8703 Contact Me

Patricia A. Sturr

CFP®, CRPC

Financial Consultant

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

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

Oswego Crest Financial Group

5000 SW Meadows Rd, Ste 399
Lake Oswego, OR 97035
(503) 496-5400 Contact Me

Henry Yu

CFP® AEP®

Partner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Summa Global Advisors, LLC

12901 SE 97th Ave, Ste 390
Clackamas, OR 97015
(503) 636-2022 Contact Me

Michael Syman-Degler

CLU, CFP®

Owner

Specialties: Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Oregon and the surrounding communities.

Farmers Financial Services

1163 Olive St, Ste 100
Eugene, OR 97401
(541) 345-9681 Contact Me

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 Contact Me

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
Contact Me

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
(503) 439-1880
Contact Me

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 Contact Me

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

15630 Boones Ferry Rd, Ste 6
Lake Oswego, OR 97035
(800) 697-4271
(503) 697-4271
Contact Me

Thomas Paterson

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Oregon and the surrounding communities.

United Capital

400 NE 2nd St, PO Box 648
McMinnville, OR 97128
(503) 472-4631
CONNECT WITH Thomas
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Russell E. Owen

CFP®

President

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

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

SRM Advisors

6600 SW 92nd Ave, Suite 201
Portland, OR 97223
(800) 729-0244
(503) 244-8905
Contact Me

Chad R. Martindale

CFP®

Private Wealth Advisor

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

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

TruBridge Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Suite 1
Portland, OR 97225
(800) 303-5488
(503) 439-1880
Contact Me

Rich Dougall

CFP®, CRPS

Advisor

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

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

Encompass Financial Planning

1800 Blankenship Rd, Ste 200
West Linn, OR 97068
Contact Me

Greg Bowen

CFP® , ChFC®

CEO

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

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

Cascadia Wealth Management

8050 SW Pfaffle St, Suite 100
Tigard, OR 97223
(503) 620-5236 Contact Me

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
Contact Me

Erin L. Dwyer

CFP®, CLTC

Financial Advisor

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

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

Mapmakers Financial, a financial advisory practice of Ameriprise Financial

15115 SW Sequoia Parkway, Suite 160, Ste 160
Portland, OR 97224
(503) 245-5352 Contact Me

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
Contact Me

Tom Peekema

CFA, CFP®

Financial Planner

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.

SMB Financial Services

470 2nd St - Ste F
Lake Oswego, OR 97034
(503) 387-3222 Contact Me

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 Contact Me

Fred L. Sittner

MBA, CFP®

Member

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

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

Sittner & Nelson, LLC

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

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
Contact Me

Amy G. Walls

CFP®,RICP®, CRPC®

President & Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Getting Divorced, Retirement,...More

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
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Doug Alberty

CFP®, CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Alberty Asset Management LLC

975 Oak Street, Suite 600
Eugene, OR 97401
(541) 344-4884 Contact Me

Shalina Martos

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Avier Wealth Advisors

4900 Meadows Road, Suite 130
Lake Oswego, OR 97035
(503) 636-1443
CONNECT WITH Shalina
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TeriAnn Kruse

CFP®, CPA/PFS

Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Tandem Views Investment Services, LLC

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035
(503) 781-4078
CONNECT WITH TeriAnn
  • linkedin link
Contact Me