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93 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

Thomas H. Roehl

CFP®

Member

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Roehl & Yi Investment Advisors, LLC

PO Box 11810
Eugene, OR 97440
(888) 683-4343
+1 More Number
(541) 683-2085

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

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

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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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

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

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

925B NW 19th Ave
Portland, OR 97209
+ 1 More Address

Pearl Wealth LLC

2055 NW Johnson
Portland, OR 97209
(888) 652-2985
+1 More Number
(503) 223-2539

Eugenie Brewster

CFP®

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Oregon and the surrounding communities.

Investment Alliance, Inc.

415 NE 4th Street
Gresham, OR 97030
(503) 794-2737

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

William Leder, Jr.

CFP®

Owner / Financial 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.

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

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

Linda C. Rutledge

CFP®

Financial Planner, Financial Services Representative

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Mutual...More

Financial Advisor serving Oregon and the surrounding communities.

Blue Water Wealth

9755 SW Barnes Rd, Ste 610
Portland, OR 97225
(503) 296-8703

Greg Bowen

CFP® , ChFC®

Managing Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Business Taxes,...More

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

Cascadia Wealth Management

8050 SW Pfaffle St, Suite 100
Tigard, OR 97223
(503) 620-5236

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

Hans J. Allen Manseth

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Equity Services, Inc.

825 NE Multnomah St, Ste 1150
Portland, OR 97232-2170
(503) 227-4817 X3033

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

Thomas Paterson

CFP®

Managing Director

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

Financial Advisor serving Oregon and the surrounding communities.

United Capital

400 NE 2nd St, PO Box 648
McMinnville, OR 97128
(503) 472-4631
CONNECT WITH Thomas
  • twitter link
  • linkedin link

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

Cindy M. Kleiner

MSFP CFP® AFC®

Financial Planner, Counselor, and Coach

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Guiding Financial, LlC

2880 Alta Vista
Eugene, OR 97403
(541) 357-9306
CONNECT WITH Cindy
  • 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 1600
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
  • 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

12220 SW Morning Hill Dr
Tigard, OR 97223
(503) 781-4078
CONNECT WITH TeriAnn
  • linkedin link

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

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.

1053 High St
Eugene, OR 97401
(541) 463-0899
CONNECT WITH W. Ben
  • linkedin link

Judith A. McGee

CFP®, ChFC, CLU, LHD

CEO/Founder

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

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

McGee Wealth Management Inc.

12455 SW 68th Ave
Portland, OR 97223-8509
(503) 597-2222

Carol M. Vreeland

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Crown Capital Securities LP

1020 SW Taylor, Ste 770
Portland, OR 97205
(503) 228-4925

Ryan Mohr

CFP®

Principal & Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Clarity Capital Management, LLC

13500 SW Pacific Hwy Ste 58
Portland, OR 97223-4894
(503) 388-5781
CONNECT WITH Ryan
  • facebook link
  • twitter link

Michael Syman-Degler

CLU, CFP®

Owner

Specialties: Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Oregon and the surrounding communities.

Syman-Degler Group

1163 Olive St, Ste 100
Eugene, OR 97401
(541) 345-9681

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