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John M. FitzPatrick

CFP®, EA

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

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

Morris Planning Associates, Inc.

10950 SW Celeste Ln, Apt 401
Portland, OR 97225-7120
(862) 259-1249

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

10220 SW Greenburg Road, Suite 210
Portland, OR 97223
(503) 452-9300

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

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
(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

Robert J. Rockwell

CFP®, MS

1st VP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Banking, Charitable & Planned...More

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

CCB Financial Services

38975 Proctor Blvd Box 38
Sandy, OR 97055
(503) 668-2530

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

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

Diana J.L. Harrison

CFP®, CPA

President

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

DBA Finacial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224
(503) 906-5205

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

Erin L. Dwyer

CFP®, CLTC®, RICP®

Financial Advisor

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

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

Ameriprise Financial

16037 SW Upper Boones Ferry Road, Suite 175
Portland, OR 97224
(503) 245-5352

Fred L. King

CFP®

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

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
(503) 585-1067

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

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

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

Chad R. Martindale

CFP®, BFA®

Private Wealth Advisor

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

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

TruBridge Wealth Advisors

6500 SW Beaverton-Hillsdale Hwy, Suite 1
Portland, OR 97225
(800) 303-5488
(503) 439-1880

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

MCS Family Wealth Advisors

750 Charbonneau
Bend, OR 97703-7047
(800) 525-8808
(541) 345-7023
CONNECT WITH Jeffrey
  • linkedin link

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

6650 SW Redwood Ln, Ste 310
Portland, OR 97224-7184
(503) 747-0306
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

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

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

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
(503) 892-1342

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

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

Patricia L. Passon

CFP®

Owner

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

Encompass Financial Advisors, Inc.

6107 SW Murray Blvd, Ste 403
Beaverton, OR 97008-4421
(877) 838-3809
(503) 643-8075

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
(503) 291-1313

Daniel Scott 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
(971) 327-4275

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

300 SW Columbia St, #201
Bend, OR 97702

Jones & Roth

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