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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

Thomas H. Roehl

CFP®

Member

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Roehl & Yi Investment Advisors, LLC

PO Box 11810
Eugene, OR 97440
(888) 683-4343
(541) 683-2085

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

Terry A. Donahe

CFP®,ChFC,CLU,MSFS

Principal

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Springwater Wealth Management, LLC

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
(888) 998-4796
(888) 998-4796

Eugenie Brewster

CFP®

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Oregon and the surrounding communities.

Investment Alliance, Inc.

11050 SE 105th Dr
Portland, OR 97086
(503) 794-2737

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

Barrigan W. Nelson

CFP®

Member

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

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

Capital Financial Planners LLC

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

Stephen D. Dunne

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Willamette Financial Advisors, LLC

5335 Meadows Rd, Ste 240
Lake Oswego, OR 97035
(503) 747-0306 X 101

Brandon L. Erickson

CPA, ChFC, CFP®

CPA, ChFC, CFP®, Investment Director, Shareholder

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

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

Financial Reserve

12725 SW 66th Ave, Ste 102
Portland, OR 97223
(503) 624-4600

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

Chad R. Martindale

CFP®, BFA®

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

Peggy O. Kessinger

CFP®, MBA

Principal

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Cedar Financial Advisors

3853 SW Hall Blvd
Beaverton, OR 97005
(503) 512-5890 x2

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

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

David Horton

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Retirement

Financial Advisor serving Oregon and the surrounding communities.

Future Planning Systems, Inc.

2290 Oakmont Way
Eugene, OR 97401
(541) 485-0276

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

Ralph E. Luchterhand

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Ameriprise Financial Services, Inc.

1800 Blankenship Road, Suite 300
West Linn, OR 97068
(503) 650-7133

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

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

Patricia L. Passon

CFP®

Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Encompass Financial Advisors, Inc.

6107 SW Murray Blvd, Ste 403
Beaverton, OR 97008-4421
(877) 838-3809
(503) 643-8075

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

Cindy M. Kleiner

MSFP CFP® AFC®

Financial Planner, Counselor, and Coach

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.

Guiding Financial, LlC

2880 Alta Vista
Eugene, OR 97403
(541) 357-9306
CONNECT WITH Cindy
  • 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

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

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

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

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

James C. Tarvin

CFP®

Service & Operations Manager

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

1053 High Street
Eugene, OR 97401
CONNECT WITH James
  • linkedin link

Ray Sagner

CFP®

President

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.

1193 Liberty St. SE, Suite 100
Salem, OR 97302
CONNECT WITH Ray
  • linkedin link