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82 Financial Planners in Oregon
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Scott L. Maxwell

CFP®

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group, Inc.

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

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.

Journey Tree Financial Planning & Investments

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

Nelson E. Rutherford

CPA/PFS, CFP®

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Evergreen Financial Advisors, Inc.

10260 SW Greenburg Road, Ste 300
Portland, OR 97223-5513
(503) 297-7654

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

Terry A. Donahe

CFP®,ChFC,CLU,MSFS

Principal

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Springwater Wealth Management, LLC

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
(888) 998-4796
+1 More Number
(888) 998-4796
CONNECT WITH Terry
  • twitter link
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Tracy L. Lampman

CFP®

Branch Manager

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

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

VALIC Financial Advisors

488 E 11th Ave., Ste 220B
Eugene, OR 97401
(541) 687-2221

Patricia J. Hathaway

CFP®, AIF®

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

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

Hathaway Financial Services

399 East 10th Avenue, Suite 111
Eugene, OR 97401
(541) 345-4400

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

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

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

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.

SagePoint Financial

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

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

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

Justin R. Edwards

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

JR Edwards Financial Planning

22413 South Redland Road
Estacada, OR 97023
(503) 631-8679

R. Pasha Horiuchi

CFP®

Financial Advisor

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

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

Ameriprise Financial, Inc.

10260 SW Greenburg Rd, Ste 950
Portland, OR 97223
(888) 892-6120 x110
+1 More Number
(503) 892-1342

Henry Yu

CFP® AEP®

Partner

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, LLC

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

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

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

Brenna R. Baucum

CFP®

Director of Education and Communication

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

Financial Advisor serving Oregon and the surrounding communities.

Money Quotient

1045 NE Oneonta St
Portland, OR 97211
(360) 697-4561
CONNECT WITH Brenna
  • facebook link
  • linkedin 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

Miriam McKenna Whiteley

CFP®

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.

LifeCraft Financial Planning

4325 Commerce St, Ste 111-411
Eugene, OR 97402
(949) 287-1621
CONNECT WITH Miriam
  • twitter link
  • 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

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

James C. Tarvin

CFP®

Service & Operations Manager

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

1053 High Street
Eugene, OR 97401
CONNECT WITH James
  • linkedin link

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

750 Charbonneau, Ste 201
Bend, OR 97703-7047
+ 1 More Address

MCS Family Wealth Advisors

79 Centennial Loop
Eugene, OR 97401-7906
(800) 525-8808
+1 More Number
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

Leighann R. Miko

CFP®

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

3303 N Mississippi Ave, Suite 517
Portland, OR 97227-1512
+ 1 More Address

Equalis Financial

4470 W Sunset Blvd.
Los Angeles, CA 90027
(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

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

Jones & Roth

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