Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
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
16
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $125,000,000 | $100,000 | Fee-Based | |
| 15 Years | $45,000,000 | $250,000 | Fee-Only | |
| 15 Years | $56,000,000 | $50,000 | Fee-Only |
Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
260 Country Club Rd,
#100,
Eugene,
OR
97401
Phone Number
541-434-7320
Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 20 years of experience in the financial services profession. Matt is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Life Underwriter (CLU®) for special knowledge in risk management, and Chartered Financial Consultant (ChFC®). He has passed the Financial Industry Regulation Authority (FINRA) Series 7, 63 & 65 exams. Matt is also insurance licensed in OR, CA, WA, AZ, TX, IN, NM, AR, MI, ME, OH, FL, & KY. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,CERTIFIED FINANCIAL PLANNER and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. Matt is licensed to offer securities in AZ, AR, CA, CO, HI, IL, IN, MT, NC, OR, WA. This is not an offer to sell securities in any other state or jurisdiction.
Financial Advisory Services Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual. Investment Planning Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction. Retirement Planning No cookie cutter approach You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work. Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations. We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4975830
Firm CRD# 285773
Compensation/Fee Fee-Only, Flat Fee
Office Location
818 SW 3rd Ave # 221-1228,
Portland,
OR
97204
Phone Number
800-622-1045
You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that allow you to achieve the retirement you deserve. At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of your unique vision for your retirement lifestyle. All advice and strategy we work on together ties back to that vision.Mark Sharp is passionate about helping people achieve retirement goals and enjoy their post-work lives. In pursuit of that passion, he is a certified financial planner, retirement income strategist, and author. He is the founder and owner of Mark Sharp Retirement, a fee-only financial service firm that helps soon-to-be and retired individuals make the best use of their resources in retirement. Mark has extensive experience and credentials in retirement income planning, tax advisory, and wealth management. Mark lives in the Pacific Northwest. He loves traveling the world, learning new languages, playing the flamenco guitar, and cooking exotic dishes. He also enjoys swimming, amateur piloting, and eating healthy. Mark firmly believes retirement is not the end of a journey but the beginning of a new one. He wants to inspire his readers to plan for retirement income comprehensively and confidently. His goal is to provide clients with the tools and insights to make informed decisions about how to use their resources to fund their spending goals.
Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, since maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. We bring a unique combination of experience, skills, and training to this problem domain to help our clients best utilize their resources in retirement.
Advisory Services Provided:
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, 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 3B,
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.
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 8 | 63 | $16,725,387,863 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 82 | 116850 | $16,214,303,154 | A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
|
|
| 37 | 425 | $13,067,305,312 | A Percentage of AUM
|
|
| 55 | 3808 | $7,145,593,038 | A Percentage of AUM
|
|
| 17 | 995 | $5,476,500,419 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 145 | 21 | $5,060,526,289 | A Percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
|
|
| 43 | 28297 | $4,726,374,064 | A Percentage of AUM, Fixed Fees
|
|
| 12 | 514 | $4,635,685,999 | A Percentage of AUM, Fixed Fees
|
|
| 38 | 2189 | $4,563,375,940 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
|
|
| 738 | 10065 | $3,932,369,637 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 33 | 1730 | $3,906,617,526 | A Percentage of AUM, Hourly charges
|
|
| 150 | 13829 | $3,584,124,096 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 24 | 2 | $3,095,046,886 | A Percentage of AUM
|
|
| 25 | 8 | $2,149,730,373 | A Percentage of AUM, Performance Based
|
|
| 35 | 2802 | $2,090,204,250 | A Percentage of AUM
|
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.
