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Find the Best Financial Advisors in Oregon

Oregon is home to a population of over 4.2 million residents with a cost of living in the state that is 14% higher than the national average. As such it may be beneficial for Oregon residents to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities and make the most of their finances. However, it is easier said than done. At WiserAdvisor, we recognize the importance of finding the right financial advisor that would be a good fit for you and one that would provide you with a customized financial plan. The list of vetted financial advisors and advisory firms in Oregon provided in the directory are all carefully vetted based on their years of experience, compensation methods (Fee-only and Fee-Based), and track records with FINRA and the SEC. Screened financial advisors in our network are knowledgeable about Oregon's financial environment and have experience providing tailored advice for various financial matters, including retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.

Finding the Top Financial Advisor in Oregon

Last Updated - August 12, 2025

Oregon has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Oregon have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Oregon mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Oregon.

List of Qualified Financial Advisors in Oregon

Financial Advisor Experience AUM Minimum Assets Fee Structure
Mike Musco
EQUILUS GROUP, INC
2754 NW Crossing Dr Ste 206,
Bend, OR 97703
10 Years $9,000,000 $100,000 Fee-Based
Nathan Oeming
NW ADVISORY
28727 SW Cascade Lp,
Wilsonville, OR 97070
20 Years $65,000,000 Not Specified Not Specified
Neal Richards
AXIOM WEALTH STRATEGIES
243 SW Scalehouse Loop,
Ste 5B,
Bend, OR 97702
15 Years $82,000,000 $50,000 Fee-Only

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Information on Qualified Financial Advisors in Oregon

Qualifications CRD# 7834991
Firm CRD# 300142
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2754 NW Crossing Dr Ste 206,
Bend,
OR
97703
Phone Number 888-860-0658

Mike is located in Bend, OR. His approach to business includes taking the time to better understand an individual, their situation, and financial goals. He is driven to give every individual the best experience possible, providing strategies and education that are tailored to help the individual reach their goals.

About Equilus Group, Inc

Equilus Group, Inc

A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, WA, serving the Pacific Northwest.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4744418
Firm CRD# 309480
Series 7, 63, 65, 66

Compensation/Fee Hourly, Flat Fee, Based on Assets


Office Location 28727 SW Cascade Lp,
Wilsonville,
OR
97070
Phone Number 541-228-9924

I'm Nate Oeming, the founder of NW Advisory, where I've spent over 20 years helping business owners and families build and preserve multi-generational wealth. My approach to financial planning is rooted in the belief that success comes from consistent behavior, not just money. Inspired by Nick Murray's philosophy, I focus on guiding clients to make disciplined, long-term decisions that align with their values and financial goals. My expertise lies in behavioral wealth management, insurance solutions, and tax-efficient strategies. I emphasize the importance of ownership over lending, encouraging clients to prioritize equity investing to create sustainable wealth over time. By helping them stay focused during market fluctuations and avoid emotional decisions, I ensure that their financial plans remain on track. I'm also passionate about supporting families during life's uncertainties. I've developed specialized financial guidance for spouses of recently arrested individuals, helping them maintain stability and clarity during challenging times. Additionally, I've created financial education programs to assist individuals re-entering society after incarceration, giving them the tools they need to build a secure financial future. To further expand access to financial knowledge, I'm currently developing an educational video series that will provide practical insights on financial planning to a broader audience. When I'm not working with clients, I enjoy spending time with my family, golfing, fishing, woodworking, and exploring the beauty of the Pacific Northwest. I strive to approach life with grace and understanding, recognizing that everyone makes mistakes and aiming to live without judgment. My Areas of Expertise Include:

  • Behavioral Wealth Management
  • Business Owner Financial Planning
  • Tax-Efficient Investment Strategies
  • Insurance and Risk Management
  • Multi-Generational Wealth Preservation My goal is simple: to help my clients make wise decisions today so they can enjoy lasting prosperity for generations to come.

    About NW Advisory

    NW Advisory

    NW Advisory - Stewardship for Generational Wealth At NW Advisory, we believe true financial success is not about chasing returns - it's about mastering behavior, embracing ownership, and building lasting legacies. Rooted in the principles of patience, planning, and stewardship, we help individuals, families, and business owners navigate life's financial journey with clarity and confidence. Our philosophy is simple: Ownership is the cornerstone of wealth creation. By focusing on owning great businesses through equities, rather than lending through bonds, we position our clients to participate in long-term growth, compounding returns, and multi-generational prosperity. We don't just manage assets - we build relationships that span generations. Through disciplined financial planning, behavioral coaching, and a deep understanding of what truly drives financial outcomes, we help our clients achieve lasting freedom, security, and peace of mind. Whether you're growing your wealth, preparing for retirement, or laying the foundation for your family's future, NW Advisory is your trusted partner for thoughtful, enduring financial stewardship. NW Advisory - Plan Wisely. Live Fully. Leave a Legacy.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


  • Qualifications CRD# 5426580
    Firm CRD# 313124
    Series 6, 7, 63, 66

    Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


    Office Location 243 SW Scalehouse Loop,
    Ste 5B,
    Bend,
    OR
    97702
    Phone Number 541-728-1285

    Neal began his career in 2007 working in Bend during the financial crisis and the great recession for Northwestern Mutual, a Life Insurance company. This experience helped refine his business as well as his personal financial planning. In 2012 Neal began working for Wells Fargo Advisors where he worked helping clients invest and plan. His experience at Wells Fargo Advisors amalgamized his investment philosophy as well as his conviction in the value of planning over product. In April of 2017, Neal joined Cascade Financial Strategies, an independent RIA, where his practice blossomed into what it is today. Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool. Who he is can be reflected in the people in his life he is most thankful for: His wife and kids: I'm not sure where you end, and I begin. His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both. Working associate, John Aspell: I owe you my career& thanks for taking a chance on me. Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.

    About Axiom Wealth Strategies

    Axiom Wealth Strategies

    Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building that, if understood and embraced, yield fruit in this life and in the lives to come. He believes these principles of wisdom are where true wealth resides. He named the firm Axiom, which means self-evidently true, with the hope of pointing to this wisdom and reveal where true wealth is found.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


    Customer Reviews

    The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

    Top Financial Advisor Firms in Oregon (Ranked by AUM)

    Firm Name No. of Advisors No. of Clients AUM Fee Structure
    STANCORP INVESTMENT ADVISERS, INC.
    1100 Sw Sixth Avenue, P9, Portland, OR 97204
    112 126310 $34,385,256,113
    A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
    GOVERNMENT PORTFOLIO ADVISORS LLC
    6650 Sw Redwood Lane, Suite 365, Portland, OR 97224
    9 73 $25,897,235,362
    A percentage of AUM, Hourly charges, Fixed fees
    JENSEN INVESTMENT MANAGEMENT INC.
    5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
    41 431 $13,438,401,059
    A percentage of AUM
    FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
    888 Sw 5th Ave Ste 1200, Portland, OR 97204
    60 4068 $8,394,137,837
    A percentage of AUM
    NORTHWEST CAPITAL MANAGEMENT INC.
    1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035
    17 1409 $6,856,132,947
    A percentage of AUM, Hourly charges, Fixed fees
    KINGSVIEW WEALTH MANAGEMENT, LLC
    509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
    225 24847 $6,745,495,357
    A percentage of AUM, Hourly charges, Fixed fees
    ALDRICH WEALTH LP
    5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
    40 2352 $5,572,244,811
    A percentage of AUM, Hourly charges, Fixed fees, Performance Based
    NORTHSIDE CAPITAL MANAGEMENT LLC
    116 3rd Street, Suite 313, Hood River, OR 97031
    12 545 $5,287,126,759
    A percentage of AUM, Fixed fees
    CAMPBELL GLOBAL
    1300 Sw 5th Avenue, Suite 3200, Portland, OR 97201
    142 19 $5,283,396,280
    A percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
    FOCUSPOINT SOLUTIONS, INC.
    3395 Sw Garden View Avenue, Portland, OR 97225
    40 27667 $5,001,681,150
    A percentage of AUM, Fixed fees
    BECKER CAPITAL MANAGEMENT, INC.
    1211 Sw 5th Avenue, Suite 2185, Portland, OR 97204-3740
    33 1893 $4,613,776,609
    A percentage of AUM, Hourly charges
    M HOLDINGS SECURITIES, INC.
    1125 N.W. Couch Street, Suite 900, Portland, OR 97209
    706 9871 $4,513,584,910
    A percentage of AUM, Hourly charges, Fixed fees
    VARIANT INVESTMENTS
    10200 Sw Greenburg Road, Suite 760, Portland, OR 97223
    28 3 $2,986,840,963
    A percentage of AUM
    DESCHUTES INVESTMENT CONSULTING, LLC
    200 Sw Market Street, Suite 550, Portland, OR 97201
    12 340 $2,474,201,625
    A percentage of AUM, Hourly charges, Fixed fees, Commission Based
    VISTA CAPITAL PARTNERS, INC.
    9755 Sw Barnes Road, Suite 595, Portland, OR 97225
    32 2900 $2,445,045,898
    A percentage of AUM

      Select other cities in Oregon to broaden your search for a financial advisor

      Frequently Asked Questions

      A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Oregon can support you, learn more about the different types of financial advisors and their areas of expertise.

      A financial advisor in Oregon can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

      When choosing a financial advisor in Oregon, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Oregon state, specifically tailored to your financial needs.

      A financial planner in Oregon can help you with various financial goals such as planning for your retirement, creating strategies for investments that will help you grow your wealth, and planning tax efficient ways to save your money. Additionally, they can help you manage your debt, and provide assistance in estate planning to transfer your assets to your heirs, and more. Read the article to learn more about how a financial advisor can help you with your financial goals.

      Yes, there are financial advisors in Oregon who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.

      The common fees and fee structure you can expect from a financial advisor in Oregon can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

      To find a verified financial advisor in Oregon through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Oregon. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

      Yes, there are financial advisors in Oregon who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of retirement planning later on in life read on about how to plan for retirement if starting late.

      There are multiple benefits to hiring a financial advisor in Oregon. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Oregon residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read about the benefits of working with a financial advisor.

      Yes, a financial advisor in Oregon can help you determine if a Roth IRA is the right choice for your retirement goals and tax situation. They'll personalize their guidance by taking into account key factors such as your tax situation, retirement goals, estate planning, eligibility, and risk tolerance. Based on this comprehensive assessment, the advisor can offer insights into whether a Roth IRA is the right choice for achieving your retirement goals while considering the potential tax implications. Their expertise can empower you to make an informed decision that best suits your financial future. To further help you determine if a Roth IRA is the right choice for you, read on about the things to consider when deciding between a Roth IRA or a traditional retirement account.

      Yes, financial advisors in Oregon can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

      Financial advisors in Oregon that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you find yourself uncertain about the need for investment management services, read about why professional investment management may be right for you.