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70 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

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®

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

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

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

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

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

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

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

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

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

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

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

Amy G. Walls

CFP®, RICP®, CRPC®

President & Financial Advisor

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

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

Thimbleberry Financial

650 NE Holladay St, Ste 120
Portland, OR 97232
(503) 610-6510
CONNECT WITH Amy
  • facebook link
  • linkedin link

Brenna R. Baucum

CFP®, CTS™

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

1115 Madison St NE # 1076
Salem, OR 97301
(503) 476-1142
CONNECT WITH Brenna
  • facebook link
  • linkedin link
  • youtube 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

500 SW 116th Ave., 4th Floor
Portland, OR 97225
(877) 633-4365
+1 More Number
(503) 352-9709

Brent D. Usher

CFP®

Financial Advisor

Specialties:

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

Meridian Welath Advisors

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

Carol M. Vreeland

CFP®

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

Financial Advisor serving Oregon and the surrounding communities.

Crown Capital Securities LP

1020 SW Taylor, Ste 770
Portland, OR 97205
(503) 228-4925

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

Christopher L. Sittner

CFP®, CPA

Principal Advisor & Founder

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

Fee Only Financial Advisor serving Oregon and the surrounding communities.

CS Wealth Management, LLC

10940 SW Barnes Rd
Portland, OR 97225-5368
(971) 357-2187

Lissa Piper

MBA, CFP®, EA

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

Financial Advisor serving Oregon and the surrounding communities.

Virtually
Beaverton, OR 97006
(503) 459-9550
CONNECT WITH Lissa
  • twitter link
  • 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

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

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

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

2175 NW Raleigh St, Ste 110
Portland, OR 97210-2392
+ 1 More Address

Equalis Financial

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