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68 Financial Planners in Oregon
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Robert K. Haley

JD, CFP®, AIF®

Chairman

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

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

Advanced Wealth Management

8625 SW Cascade Ave, Suite 602
Beaverton, OR 97008
(503) 452-9300

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

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

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

Laurence T. Hanslits

CFP®

Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

The H Group, Inc.

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

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) 542-0309

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

Daniel T. Dollinger

CPA, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Dollinger Management, Inc.

187 High St SE
Salem, OR 97301
(503) 363-1550
CONNECT WITH Daniel
  • facebook link

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

5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
(888) 998-4796
+1 More Number
(888) 998-4796
CONNECT WITH Terry
  • twitter link
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Wendy E. B. Korman

CPA, CFP®

Principal

Specialties: Comprehensive Financial Planning, Buying a Home, Business Taxes, Estate Planning, Getting...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

WEB Korman CPA, PLLC

1750 Delta Waters Rd Ste 102 PMB 306
Medford, OR 97504
(713) 267-0770

Barrigan W. Nelson

CFP®

Member

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Capital Financial Planners LLC

1640 Liberty St. SE
Salem, OR 97302
(888) 899-1067
+1 More Number
(503) 585-1067

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 Wealth Advisors

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

Linda C. Rutledge

CFP®

Financial Planner, Financial Services Representative

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Blue Water Wealth

6600 SW 92nd Ave, Ste 100
Portland, OR 97223-7195
(503) 296-8703

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

Thomas L. Hoover

CFP®

Associate Financial Advisor

Specialties: Attending College, Comprehensive Financial Planning, Asset Allocation, Career Change,...More

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

TruBridge Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Ste 1
Portland, OR 97225
(800) 303-5488
+1 More Number
(503) 439-1880

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

8625 SW Cascade Ave, Suite 602
Beaverton, OR 97008
(503) 452-9300

Pegler Swift

CFP®, ChFC®, RICP®

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.

Westbrook Planning Group LLC

857 NE Granger Ave
Corvallis, OR 97330
(541) 230-1044

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

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

Susan S. Butler

CFP®

Owner/ Life Planning Coach

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Oregon and the surrounding communities.

My Financial Harmony

424 NE Kearney Ave.
Bend, OR 97701
(541) 639-3164

Jacob I. Becker

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Portland Private Wealth Management FAS

1834 SW 58th Ave, Suite 101
Portland, OR 97221
(503) 880-9848

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

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

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

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

Daniel S. Jacobson

CFP®

President

Specialties:

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Gabriel Capital, LLC

1915 NE Stucki Ave, Ste 400
Hillsboro, OR 97006-6938
(877) 633-4365
+1 More Number
(503) 352-9709

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

Ray Sagner

CFP®

President

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 Legacy Group, Ltd.

1193 Liberty St. SE, Suite 100
Salem, OR 97302
CONNECT WITH Ray
  • linkedin link