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73 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

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

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

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

Gretchen Stangier

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Oregon and the surrounding communities.

Stangier Wealth Management

9955 SE Washington, Ste 101
Portland, OR 97216
(503) 257-0057

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

Wayne von Borstel

CFP®,CLU,ChFC,MSFS

Financial Planner

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

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

von Borstel & Associates, Inc.

308 E 3rd St
The Dalles, OR 97058
(541) 296-6669

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

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

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

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

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
+1 More Number
(503) 439-1880

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

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

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®

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

Brenna R. Baucum

CFP®

Director of Education and Communication

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

Financial Advisor serving Oregon and the surrounding communities.

Money Quotient

1045 NE Oneonta St
Portland, OR 97211
(360) 697-4561
CONNECT WITH Brenna
  • facebook link
  • 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

Miriam McKenna Whiteley

CFP®

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.

LifeCraft Financial Planning

4325 Commerce St, Ste 111-411
Eugene, OR 97402
(949) 287-1621
CONNECT WITH Miriam
  • twitter link
  • 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

Brent D. Usher

CFP®

Financial Advisor

Specialties:

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

David Vanderploeg

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

Marlene M. Stewart

CFP®, CLU

REgistered Rep/financial Adviser

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

Financial Advisor serving Oregon and the surrounding communities.

The Stewart Financial Group

5901 SW Macadam Ave, Suite 135
Portland, OR 97239-3620
(503) 369-1003

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

Elisabeth Mesquit

CFP®

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

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

Financial Advisor serving Oregon and the surrounding communities.

NM

2238 N Farragut St
Portland, OR 97217-6425
(607) 423-4632

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
15413459681

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