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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

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 130
Lake Oswego, OR 97035-2562
(888) 699-9201
(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.

Ivey Jacobson & Company CPA's

5285 SW Meadows Rd, Ste 265
Lake Oswego, OR 97035
(503) 684-4585

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

Nelson E. Rutherford

CPA/PFS, CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Evergreen Financial Advisors, Inc.

10260 SW Greenburg Road, Ste 300
Portland, OR 97223-5513
(503) 297-7654

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

Celia M. Mueller

CFP®

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

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

Progressive Asset Management

8305 SE Monterey Avenue, Suite 216
Portland, OR 97086
(503) 656-1644

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

David W. Hinson

MSFS, CFP®, CPA, PFS

Owner

Specialties: Comprehensive Financial Planning, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Oregon and the surrounding communities.

Legacy Financial Services, Inc.

1966 Garden Ave
Eugene, OR 97403
(541) 284-7171

Leonard L. Nelson

CFP®

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

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

NorthWest Investment & Retirement.com

5901 SW Macadam Ave, Suite 135
Portland, OR 97212
(503) 546-8092

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

Fred L. King

CFP®

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

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
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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

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

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

Charlene D. Carter

CFP®

Wealth 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.

Carter & Carter Financial

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

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

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

Thomas Paterson

CFP®

Managing Director

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

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
  • linkedin link

Bradley C. Fields

CFP®

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

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

Delta Financial Group

6600 SW 92nd Ave, Ste 260
Portland, OR 97223
(800) 839-5937
(503) 244-9215

Brenna R. Baucum

CFP®

Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group, Inc.

500 Liberty St SE, Suite 310
Salem, OR 97301
(503) 371-3333
CONNECT WITH Brenna
  • facebook link
  • linkedin link

Judith A. McGee

CFP®, ChFC, CLU, LHD

CEO/Founder

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

McGee Wealth Management Inc.

12455 SW 68th Ave
Portland, OR 97223-8509
(503) 597-2222

Nancy L. Congdon

CFP®, MBA

President and Lead Advisor

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

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

Blue Water Wealth, Inc.

9755 SW Barnes Rd, Ste 610
Portland, OR 97225
(503) 296-8700

Richard F. Yost

CLU, ChFC, CFP®, AEP

President

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

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

Fiscal Funding, Inc.

1600 Executive Pkwy, Ste 220
Eugene, OR 97401
(866) 683-7012
(541) 683-7012

Ryan Mohr

CFP®

Principal & Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Clarity Capital Management, LLC

13500 SW Pacific Hwy Ste 58
Portland, OR 97223-4894
(503) 388-5781
CONNECT WITH Ryan
  • facebook link
  • twitter link

Kori L. Allen

CFP®

Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Pearl Wealth LLC

2055 NW Johnson
Portland, OR 97209

Pearl Wealth LLC

925B NW 19th Ave
Portland, OR 97209
(888) 652-2985
(503) 516-7291

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

750 Charbonneau, Ste 201
Bend, OR 97703-7047

MCS Family Wealth Advisors

3750 W Main St
Norman, OK 73072
(800) 525-8808
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Andy Tilp

CFP®

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Trillium Valley Financial Planning, LLC

15171 SW Bangy Rd
Lake Oswego, OR 97035

Trillium Valley Financial Planning, LLC

29459 SW Ladd Hill Rd
Sherwood, OR 97140

Trillium Valley Financial Planning, LLC

8215 SW Tualatin-Sherwood Rd
Tualatin, OR 97062