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82 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

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) 684-4585

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

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
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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®

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

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

Alan R. Nelson

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Sterling Investment Management

6107 SW Murray Blvd, #103
Beaverton, OR 97008
(503) 579-9744

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
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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

Greg Bachman

CFP®

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

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

Spectrum Strategic Capital Management, LLC

1745 Kings Blvd
Corvallis, OR 97330
(503) 746-9666

Casey E. Cleveland

CFP®

Founding Partner

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

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

Horst & Graben Wealth Management

3 Centerpointe Dr, Ste 410
Lake Oswego, OR 97035
(503) 342-8900

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

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

D. Linette Dobbins

CFP®

President

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

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

McGee Wealth Management, Inc

12455 SW 68th Ave
Portland, OR 97223
(800) 777-9062
+1 More Number
(503) 597-2222

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

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

Ronald A. Barry

PhD, CFP®

Financial Advisor, CEO, COO

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Willamette Financial Advisors, LLC

Willamette Financial Advisors, 5335 SW Meadows Rd, Ste 240
Lake Oswego, OR 97035
(503) 406-8908
CONNECT WITH Ronald
  • linkedin link

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

Marc Kadomatsu

CFP®, ChFC®, CLU®

Director of Financial Planning

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

Financial Advisor serving Oregon and the surrounding communities.

Human Investing

5335 Meadows Road, Suite 450
Lake Oswego, OR 97007
(503) 905-3100

David W. Peterson

CFP®

Principal

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

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

Integrated Retirement Strategies

17780 S Anderson Road
Oregon City, OR 97045
(503) 327-5592

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

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

Thomas Paterson

CFP®

Vice President/Head of Office

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

Financial Advisor serving Oregon and the surrounding communities.

Goldman Sachs Personal Financial Management

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

260 Country Club Road
Eugene, OR 97401
(541) 382-3590
+1 More Number
(541) 687-2320

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

David S. Erlandson

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Erlandson Wealth Management

14780 SW Osprey Dr Ste 320, Murrayhill Professional Suites
Beaverton, OR 97007

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

2055 NW Johnson
Portland, OR 97209
+ 1 More Address

Pearl Wealth LLC

915 F NW 19th Ave
Portland, OR 97209
(888) 652-2985
+1 More Number
(503) 516-7291

Ronald E. Wilkinson

CFP®, CeFT®

Co-Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Security First Advisors

12703 SW 67th Ave
Portland, OR 97223
+ 1 More Address

Security First Advisors

16703 SE McGillivray Blvd
Vancouver, WA 98683
(800) 898-4224

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