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67 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

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

Ronald E. Wilkinson

CFP®, CeFT®

Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Pinnacle Wealth Advisors

12703 SW 67th Ave
Tigard, OR 97223
+ 1 More Address

Pinnacle Wealth Advisors

9200 SE Sunnybrook Blvd
Clackamas, OR 97015-5766
(800) 898-4224
+1 More Number
(503) 274-4224

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

Nelson E. Rutherford

CPA/PFS, CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Multnomah Group, Inc

10260 SW Greenburg Road, Ste 300
Portland, OR 97223-5513
(503) 236-7200

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

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

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

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

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

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

Ryan T. McClung

CFP®, CPA

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127
(503) 502-0692
CONNECT WITH Ryan
  • linkedin link

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

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

Mark Sharp

CFP®, EA

Principal Financial Planner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Mark Sharp Retirement

PMB 63228, 10350 N Vancouver Way
Portland, OR 97217-7530
(800) 622-1045
CONNECT WITH Mark
  • linkedin link

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

Brent D. Usher

CFP®

Financial Advisor

Specialties:

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

Meridian Welath Advisors

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

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

Jessica D. Tierney

CFP®

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 H Group

3395 SW Garden View Ave
Portland, OR 97225
(503) 292-5853

James Kurtis Sager, Jr.

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group, Inc.

3395 SW Garden View Ave
Portland, OR 97225-3547
(503) 292-5853
CONNECT WITH James
  • linkedin link

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

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

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

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

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

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