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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

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
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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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

Marc Kadomatsu

CFP®, ChFC®, CLU®

Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Human Investing

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

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 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

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

Gregory N. Sundberg

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

1800 SW 1st Ave., Suite 410
Portland, OR 97201

Ameriprise Financial Services, Inc.

10260 SW Greenburg Rd
Portland, OR 97223
(888) 892-6120 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

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
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

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

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 2 Contact Me

Shawn Jacob Thomson

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Ameriprise Financial Services, Inc.

5400 SW Meadows Rd, Ste 325
Lake Oswego, OR 97035
(503) 620-7500 Contact Me

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
Contact Me

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 Contact Me

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
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

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

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
CONNECT WITH Kay Dee
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R. Pasha Horiuchi

CFP®

Financial Advisor

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

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

Ameriprise Financial, Inc.

10260 SW Greenburg Rd, Ste 950
Portland, OR 97223
(888) 892-6120 x110
(503) 892-1342
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

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 Contact Me

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

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

Marilyn R. Bergen

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Confluence Wealth Management

1211 SW 5th Ave, Ste 1160
Portland, OR 97204
(503) 221-7595 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
  • linkedin link
Contact Me