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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

Wolfgang T. Sailler

CFP®

Owner / Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Oregon and the surrounding communities.

Goldmark Financial Planners LLC

PO BOX 5190
Salem, OR 97304
(503) 375-0208

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

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

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

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

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

Pine Haven Investment Counsel

PO Box 28270
Portland, OR 97228
(888) 396-2749
(503) 516-7291

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
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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

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

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

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

Wayne von Borstel

CFP®,CLU,ChFC,MSFS

Financial Planner

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

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

von Borstel & Associates, Inc.

308 E 3rd St
The Dalles, OR 97058
(800) 600-6669
(541) 296-6669

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

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

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

Ray Sagner

CFP®

Financial Advisor

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.

PO Box 790
Salem, OR 97308
(877) 271-5628
(503) 581-6020

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

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

Antoinette Laferriere

CFP®

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Griffon Financial Planning, Inc

780 NW York Dr Suite 105
Bend, OR 97701
(541) 317-1617

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

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

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

Scott M. Emblen

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Independent Progressive Advisors

1500 NW Bethany Blvd., Suite 200
Beaverton, OR 97006
(206) 353-2686

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
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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

Courtney L. Mersereau

CFP®

Client Relationship Manager

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.

Vision Capital Management

One SW Columbia, Ste 915
Portland, OR 97258
(503) 731-7303
CONNECT WITH Courtney
  • linkedin link

W. Ben Utley

CFP®

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 Inc.

1053 High St
Eugene, OR 97401
(541) 463-0899
CONNECT WITH W. Ben
  • linkedin link

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