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Gretchen Stangier

CFP®

Financial Planner

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

Financial Advisor serving Oregon and the surrounding communities.

Stangier Wealth Management

9955 SE Washington, Ste 101
Portland, OR 97216
(503) 257-0057 Contact Me

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.

30 Country Club Rd
Eugene, OR 97401-2437
(541) 284-7171 Contact Me

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

432 W 11th Avenue
Eugene, OR 97401

Jones & Roth

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

Nelson E. Rutherford

CPA/PFS, CFP®

President

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

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 Contact Me

Jason B. Ball

CFP®, ChFC®, CLU®

Principal

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.

Ball Comprehensive Planning, LLC

1645 Carriage Way
West Linn, OR 97068
(503) 307-7556 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

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

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

29459 SW Ladd Hill Rd
Sherwood, OR 97140

Trillium Valley Financial Planning, LLC

8215 SW Tualatin-Sherwood Rd
Tualatin, OR 97062

Trillium Valley Financial Planning, LLC

15171 SW Bangy Rd
Lake Oswego, OR 97035
(503) 610-8837 Contact Me

Joanna T. Nowak

CFP®, MBA

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

MoneyWise Financial Advisors

2351 NW Westover Rd
Portland, OR 97210

MoneyWise Financial Advisors

19925 Stevens Creek Blvd
Cupertino, CA 95014
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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
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

Jessica Howe

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Life Planning, Retirement, Personal Taxes

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Silver Oak Advisory Group

1130 SW Morrison St, Ste 610
Portland, OR 97205-2217
(503) 242-1715 Contact Me

Carol M. Vreeland

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Crown Capital Securities LP

1020 SW Taylor, Ste 770
Portland, OR 97205
(503) 228-4925 Contact Me

Gabriel J. Markiz

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, Business Taxes, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Portland Financial Advisors, Inc.

7327 SW Barnes Rd, Ste 324
Portland, OR 97225
(503) 684-0407 Contact Me

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 Ave, Ste 216
Portland, OR 97086
(503) 656-1644 Contact Me

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
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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

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

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 Contact Me

Cindy M. Kleiner

MSFP CFP® AFC®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Guiding Financial, LlC

2880 Alta Vista
Eugene, OR 97403
(541) 357-9306 Contact Me

Robert J. Rockwell

CFP®, MS

1st VP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Banking, Charitable & Planned...More

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

CCB Financial Services

38975 Proctor Blvd Box 38
Sandy, OR 97055
(503) 668-2530 Contact Me

Matthew Bungo

CFP®, AAMS®

Vice President - Assistant Branch Manager

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

Financial Advisor serving Oregon and the surrounding communities.

Charles Schwab & Co. Inc.

820 SW Morrison St.
Portland, OR 97205
(503) 721-7479 Contact Me

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
Contact Me

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 Contact Me

Charles P. Jones

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.

NW Assest Management

7110 SW Fir Loop, Ste 240
Portland, OR 97223
(800) 808-1285
(503) 291-1313
Contact Me

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.

SagePoint Financial

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

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 Contact Me

D. Linette Dobbins

CFP®

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.

McGee Wealth Management, Inc

12455 SW 68th Ave
Portland, OR 97223
(800) 777-9062
(503) 597-2222
Contact Me

Ronald A. Barry

PhD, CFP®

Financial Advisor, COO, CCO

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

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

Willamette Financial Advisors LLC

5335 SW Meadows Rd, Ste 240
Lake Oswego, OR 97035
(503) 747-0306
CONNECT WITH Ronald
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