Find a Financial Planner in
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Mary Culshaw

CPA/ PFS, CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Culshaw and Company,LLC

15115 SW Sequoia Pkwy, Ste 170
Portland, OR 97224
(503) 670-8286

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

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

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

100 W 13th Ave, Ste 200
Eugene, OR 97401
(888) 590-1824
(541) 868-3800

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

Kori L. Allen

CFP®

Partner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Pine Haven Investment Counsel

2055 NW Johnson
Portland, OR 97209-1309

Pine Haven Investment Counsel

2055 NW Johnson
Portland, OR 97209
(888) 396-2749
(503) 305-3726

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

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

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

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

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

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

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

Denis Hijmans

CFP®, ChFC

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

State Farm Mutual Funds

885 Meadow Butte Loop
Eugene, OR 97401
(541) 343-1623

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

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

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
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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
CONNECT WITH James
  • linkedin link

Karen M. Harris

CFP®, CRPC®

Lead Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
(503) 594-7410
CONNECT WITH Karen
  • linkedin link

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

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

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
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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

2480 Wilson Drive
Eugene, OR 97405

Jones & Roth

260 Country Club Road
Eugene, OR 97401
(541) 382-3590
(541) 687-2320

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

12220 SW Morning Hill Dr
Tigard, OR 97223
(503) 781-4078
CONNECT WITH TeriAnn
  • linkedin link

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

Michael Syman-Degler

CLU, CFP®

Owner

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

Financial Advisor serving Oregon and the surrounding communities.

Syman-Degler Group

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

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
CONNECT WITH Joanna
  • twitter link
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Ronald E. Wilkinson

CFP®, CeFT®

Co-Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Security First Advisors

12703 SW 67th Ave
Portland, OR 97223

Security First Advisors

16703 SE McGillivray Blvd
Vancouver, WA 98683
(800) 898-4224

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