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85 Financial Planners in Oregon
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Brent Hamilton

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

WBH Financial Services

4500 Kruse Way, Suite 130
Lake Oswego, OR 97035-2562
(888) 699-9201
+1 More Number
(503) 699-9200

Laurence T. Hanslits

CFP®

Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group, Inc.

500 Liberty St SE, Ste 310
Salem, OR 97301
(503) 371-3333
CONNECT WITH Laurence
  • facebook link

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

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

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

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

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

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

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

Casey E. Cleveland

CFP®

Founding Partner

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

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

Horst & Graben Wealth Management

3 Centerpointe Dr, Ste 410
Lake Oswego, OR 97035
(503) 342-8900

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
+1 More Number
(541) 296-6669

Russell E. Owen

CFP®

President

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

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

SRM Advisors

6600 SW 92nd Ave, Suite 201
Portland, OR 97223
(800) 729-0244
+1 More Number
(503) 244-8905

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, Ste 312
Portland, OR 97205-2214
(503) 242-1715

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

Todd M. Nelson

CFP®, CPA

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

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

Sittner & Nelson, LLC

497 Oakway Rd, Ste 300
Eugene, OR 97401
(877) 306-9638
+1 More Number
(541) 636-4001

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
+1 More Number
(503) 597-2222

Brandon L. Erickson

CPA, ChFC, CFP®

CPA, ChFC, CFP®, Investment Director, Shareholder

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

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

Financial Reserve

12725 SW 66th Ave, Ste 102
Portland, OR 97223
(503) 624-4600

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

PO Box 10107
Eugene, OR 97401
+ 1 More Address

MCS Family Wealth Advisors

750 Charbonneau
Bend, OR 97703-7047
(800) 525-8808
+1 More Number
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Ronald A. Barry

PhD, CFP®

Financial Advisor, CEO, COO

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Willamette Financial Advisors, LLC

Willamette Financial Advisors, 5335 SW Meadows Rd, Ste 240
Lake Oswego, OR 97035
(503) 406-8908
CONNECT WITH Ronald
  • linkedin link

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

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

Clayton A. Phillips

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Human Investing

5335 SW Meadows Rd, Ste 450
Lake Oswego, OR 97035
(503) 905-3100
CONNECT WITH Clayton
  • linkedin link

Jacob I. Becker

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

Doug Alberty

CFP®, CFA, CPA

Financial Advisor

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

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.

9450 SW Gemini Dr PMB 52736
Beaverton, OR 97008-7105
(541) 579-4357
CONNECT WITH W. Ben
  • 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

Brent D. Usher

CFP®

Financial Advisor

Specialties:

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

David Vanderploeg

825 NE Multnomah St, suite 925
Portland, OR 97232
(503) 678-9909

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
+1 More Number
(541) 683-7012

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

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

260 Country Club Road, 100
Eugene, OR 97401
+ 1 More Address

Jones & Roth

260 Country Club Rd
Eugene, OR 97401-6026
(541) 382-3590