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65 Financial Planners in Oregon
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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

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

Laurence T. Hanslits

CFP®

Sr. Vice President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Wealth Enhancement

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

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

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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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 DeShaw Financial Planning

390 High Street
Eugene, OR 97401
(888) 590-1824
+1 More Number
(541) 868-3800

David W. Hinson

MSFS, CFP®, CPA, PFS

Owner

Specialties: Comprehensive Financial Planning, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Oregon and the surrounding communities.

Legacy Financial Services, Inc.

1860 Coburg Rd
Eugene, OR 97401-4945
(541) 284-7171

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

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

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

David VanderPloeg

CFP®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Meridian Wealth Advisors

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

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.

AGP 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

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

David W. Smith

CFP®, ChFC®, CPFA®

Wealth Manager, Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

365 NE Greenwood Ave, Suite #4
Bend, OR 97701
+ 1 More Address

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

63038 Desert Sage St.
Bend, OR - Oregon 97701
(541) 385-6263
CONNECT WITH David
  • 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

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

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

Brenna R. Baucum

CFP®

Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Collective Wealth Planning

393 State St, Ste 230
Salem, OR 97301
(503) 476-1142
CONNECT WITH Brenna
  • facebook link
  • linkedin link
  • youtube link

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

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

James Hindes

CFP®

Partner and CCO

Specialties: Attending College, Comprehensive Financial Planning, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Xena Financial Planning

650 NE Holladay St, Suite 1600
Portland, OR 97232
CONNECT WITH James
  • linkedin link

Elisabeth Mesquit

CFA, CFP®, ChFC®

Specialties:

Financial Advisor serving Oregon and the surrounding communities.

Soaring Investment Management, LLC

9600 SW Barnes Rd, Ste 125
Portland, OR 97225-6600
(503) 433-7946
CONNECT WITH Elisabeth
  • 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

Emily Genor

CFP®, MBA

Relationship Manager

Specialties: Comprehensive Financial Planning, Estate Planning, Women's Finances

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Becker Capital Management

1211 SW 5th Ave, Ste 2600
Portland, OR 97204-3740
(503) 517-9433
CONNECT WITH Emily
  • 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

Leighann R. Miko

CFP®

Founder, 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

1231 NW Hoyt St, Suite 203
Portland, OR 97209
+ 1 More Address

Equalis Financial

7080 Hollywood Blvd
Los Angeles, 90028-6938
(503) 395-7175
CONNECT WITH Leighann
  • facebook link
  • twitter link
  • linkedin link