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65 Financial Planners in Oregon
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Karen S. Jacobson

CFP®, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Getting Divorced,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Bray & Associates NW LLC

PO Box 1574
Lake Oswego, OR 97035
(503) 290-0290

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

Jonathan C. Brandt

CFP®

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

JourneyTree Financial Advisors

975 Oak St, Ste 785
Eugene, OR 97401
(541) 485-3154

David D. Bonebrake

CFP®, AIF®

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 DeShaw Financial Planning

390 High Street
Eugene, OR 97401
(888) 590-1824
+1 More Number
(541) 868-3800

Diana J.L. Harrison

CFP®, CPA

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
(503) 906-5205

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

Greg Bachman

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.

Spectrum Strategic Capital Management, LLC

1745 Kings Blvd
Corvallis, OR 97330
(503) 746-9666

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
(541) 296-6669

Kori L. Allen

CFP®

Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Pearl Wealth LLC

915 F NW 19th Ave
Portland, OR 97209
(888) 652-2985
+1 More Number
(503) 223-2539

Leonard L. Nelson

CFP®

Financial Advisor

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

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

NorthWest Investment & Retirement.com

5901 SW Macadam Ave, Suite 135
Portland, OR 97212
(503) 546-8092

Erin L. Dwyer

CFP®, CLTC®, RICP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

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

Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Road, Suite 175
Portland, OR 97224
(503) 245-5352

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.

Cambridge Investment Research

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

Sandra J. Wagner

CFP®

Financial Consultant

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

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

Wagner Planning

5285 Meadows Rd Ste 310
Lake Oswego, OR 97035
(503) 342-0038
CONNECT WITH Sandra
  • facebook link
  • linkedin link

Ronald S. Colson

CFP®, MBA

Investment Advisor Rep

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Viento Financial Group, LLC

4005 Stonegate Dr
Hood River, OR 97031-7752
(303) 986-9977

Thomas L. Hoover

CFP®

Associate Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Asset Allocation, Career Change,...More

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

AGP Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Ste 1
Portland, OR 97225
(800) 303-5488
+1 More Number
(503) 439-1880

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
+1 More Number
(541) 636-4001

Henry Yu

CFP® AEP® TPCP®

Managing Director

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

12901 SE 97th Ave, Ste 390
Clackamas, OR 97015
(503) 636-2022

Brenna R. Baucum

CFP®

Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Collective Wealth Planning

393 State St, Ste 230
Salem, OR 97301
(503) 476-1142
CONNECT WITH Brenna
  • facebook link
  • linkedin link
  • youtube link

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

3 Centerpointe Dr, Ste 400
Lake Oswego, OR 97035-8663
(503) 781-4078
CONNECT WITH TeriAnn
  • linkedin link

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

17440 Holy Names Dr., Unit 424
Lake Oswego, OR 97034-5147
(800) 808-1285
+1 More Number
(503) 291-1313

Nancy L. Congdon

CFP®, MBA

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Blue Water Wealth, Inc.

6600 SW 92nd Av, Suite 100
Portland, OR 97223
(503) 296-8700

Jeffrey A. Gates

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Cable Hill Partners

1155 SW Morrison St, Ste 400
Portland, OR 97205-2252
(503) 765-1223
CONNECT WITH Jeffrey
  • linkedin link

LEELA VARADHARAJAN

CFP®

Financial Planner

Specialties:

Fee Only Financial Advisor serving Oregon and the surrounding communities.

SaveBuildGrow LLC

4451 NW Honeysuckle Pl
Corvallis, OR 97330-3346
(716) 390-4739

Christopher L. Sittner

CFP®, CPA

Principal Advisor & Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

CS Wealth Management, LLC

10940 SW Barnes Rd
Portland, OR 97225-5368
(971) 357-2187

Travis J. Wesley

CFP®, CRPS, AIF

Investment Advisor Representative

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Financial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224-7174
(503) 906-5207
CONNECT WITH Travis
  • linkedin link

Garrett Dresen

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Buying a Home, Irregular Income, Retirement, Startup,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Harbor Horizon Financial

PO Box 1
Wilsonville, OR 97070-0001
(971) 405-7979

James Hindes

CFP®

Partner and CCO

Specialties: Attending College, Comprehensive Financial Planning, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Xena Financial Planning

650 NE Holladay St, Suite 1600
Portland, OR 97232
CONNECT WITH James
  • linkedin link

Elisabeth Mesquit

CFA, CFP®, ChFC®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Soaring Investment Management, LLC

9600 SW Barnes Rd, Ste 125
Portland, OR 97225-6600
(503) 433-7946
CONNECT WITH Elisabeth
  • linkedin link

Stephan Morris

CFP®

Financial Planner, CEO

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

Financial Advisor serving Oregon and the surrounding communities.

TriHelix Wealth Collective

2130 N Kilpatrick Street, P.O. Box 17201
Portland, OR 97217-6425
(503) 437-9325

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
+1 More Number
(541) 636-4001