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65 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 105
Lake Oswego, OR 97035-2562
(888) 699-9201
+1 More Number
(503) 699-9200

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

Laurence T. Hanslits

CFP®

Sr. Vice President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Wealth Enhancement

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

Nicolle L. Landwehr

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Retirement,...More

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

Nations Financial Group

960 N Roosevelt Dr
Seaside, OR 97138-7028
(503) 717-9792

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.

Wealth Enhancement

500 Liberty St. SE, Ste 310
Salem, OR 97301
(503) 371-3333

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 Financial Planning

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

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.

1860 Coburg Rd
Eugene, OR 97401-4945
(541) 284-7171

Leonard L. Nelson

CFP®

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

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

David VanderPloeg

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Meridian Wealth Advisors

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

Jeffrey B. Yamada

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906
+ 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

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

Marc Kadomatsu

CFP®, ChFC®, CLU®

Managing Partner

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

Financial Advisor serving Oregon and the surrounding communities.

Human Investing

6000 Meadows Rd, Ste 105
Lake Oswego, OR 97035
(503) 905-3100

Georgia Lee Hussey

CFP®

CERTIFIED FINANCIAL PLANNER

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

MODERNIST FINANCIAL

707 SW Washington Street, Ste 910
Portland, OR 97205
(971) 544-7417
CONNECT WITH Georgia
  • linkedin link

David W. Smith

CFP®, ChFC®, CPFA®

Wealth Manager, Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

365 NE Greenwood Ave, Suite #4
Bend, OR 97701
+ 1 More Address

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

63038 Desert Sage St.
Bend, OR - Oregon 97701
(541) 385-6263
CONNECT WITH David
  • linkedin link

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

James Frank

CFP®

Private 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.

Metis Wealth Advisory Group

4900 Meadows Road, Ste 100
Lake Oswego, OR 97035
(800) 697-4271
+1 More Number
(503) 697-4271
CONNECT WITH James
  • 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 120
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
  • facebook link
  • linkedin link

Natalie Slagle

CFP®

Financial Planner + Founding Partner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Fyooz Financial Planning

2175 NW Raleigh Street, Suite #110
Portland, OR 97210
CONNECT WITH Natalie
  • linkedin link

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

Scott M. Malbasa

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

724 NE Failing St
Portland, OR 97212

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

Lissa Piper

MBA, CFP®, EA

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

Financial Advisor serving Oregon and the surrounding communities.

Money Blossoms

Virtually
Beaverton, OR 97006
(503) 459-9550
CONNECT WITH Lissa
  • twitter link
  • 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

Emily Genor

CFP®, MBA

Relationship Manager

Specialties: Comprehensive Financial Planning, Estate Planning, Women's Finances

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Becker Capital Management

1211 SW 5th Ave, Ste 2600
Portland, OR 97204-3740
(503) 517-9433
CONNECT WITH Emily
  • linkedin link

Will Kellar

CFP®

Managing Partner, Director of Wealth Advisory | Professor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Human Investing

6000 Meadows Rd, Ste 105
Lake Oswego, OR 97035-3174
(503) 905-3119
CONNECT WITH Will
  • linkedin link

Leighann R. Miko

CFP®

Founder, Financial Advisor

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.

Equalis Financial

1231 NW Hoyt St, Suite 203
Portland, OR 97209
+ 1 More Address

Equalis Financial

7080 Hollywood Blvd
Los Angeles, CA 90028-6938
(503) 395-7175
CONNECT WITH Leighann
  • facebook link
  • twitter link
  • linkedin 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

300 SW Columbia St, #201
Bend, OR 97702
+ 1 More Address

Jones & Roth

260 Country Club Rd
Eugene, OR 97401-6026
(541) 382-3590
+1 More Number
(541) 382-3590