Find a Financial Planner in
Within of
67 Financial Planners in Oregon
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

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

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

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

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

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®

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

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

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

William Leder, Jr.

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Mariner

8050 SW Pfaffle St, Ste 100
Portland, OR 97223-6678
(503) 620-5236

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

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

Ted Ferguson

CFP®

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

UBS Financial Services, Inc.

5300 Meadows Rd, Ste 300
Lake Oswego, OR 97035
(503) 248-1309

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

Karen M. Harris

CFP®, CRPC®

Lead Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Brighton Jones

111 SW 5th Avenue, Suite 4100
Portland, OR 97204
(503) 594-7410
CONNECT WITH Karen
  • 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

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 Rd, Ste 100
Eugene, OR 97401-6026
+ 1 More Address

Jones & Roth

300 SW Columbia St
Bend, OR 97702
(541) 382-3590
+1 More Number
(541) 687-2320

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

1675 SW Marlow Ave, Suite 305
Portland, OR 97225
(503) 536-7351
CONNECT WITH Scott
  • 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

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

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

Stephan Morris

CFP®

Financial Planner

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

Financial Advisor serving Oregon and the surrounding communities.

NM

2238 N Farragut St
Portland, OR 97217-6425
(607) 423-4632

Claudia Porter

CFP®

Specialties:

Fee Only Financial Advisor serving Oregon and the surrounding communities.

RFG Advisory

5 Centerpointe Dr., Ste 400
Lake Oswego, OR 97035
(503) 523-4322

Andrew Gray

CFP®

Founder and Lead 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.

Gray Wealth Strategies

63415 Saddleback Pl
Bend, OR 97701
(210) 882-2940
CONNECT WITH Andrew
  • facebook link
  • twitter link
  • linkedin link