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 or 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 and
765
non-vetted advisors in your local area. These financial advisors in
Oregon
have an average of
21
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 | $56,000,000 | $50,000 | Fee-Only | |
|
Greg Bowen
CFP®, ChFC® MARINER WEALTH ADVISORS 8050 SW Pfaffle St. #100, 503-620-5236, Portland, OR 97223 |
28 Years | $150,000 | $500,000 | Fee-Based |
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# 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
Qualifications
CRD# 2328903
Firm CRD# 10299
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR
97223
Phone Number
503-620-5236
Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals. Prior to joining Mariner Wealth Advisors, he was a financial advisor and a managing principal for Cascadia Wealth Management. Greg is a member of the Financial Planning Association. He is also a registered representative with MSEC Personal Interests Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.
Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 102 | 82860 | $28,694,241,208 | A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
|
|
| 36 | 933 | $14,495,257,651 | A percentage of AUM
|
|
| 43 | 61 | $5,146,721,323 | A percentage of AUM, Fixed fees
|
|
| 120 | 22 | $1,312,848,721 | Hourly charges, Fixed fees, Other (% BASIS PT. ON PORTFOLIO VALUE)
|
|
| 4 | 2546 | $1,216,062,980 | A percentage of AUM
|
|
| 14 | 1439 | $1,021,550,392 | A percentage of AUM
|
|
| 9 | 459 | $791,039,117 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 8 | 530 | $390,393,644 | A percentage of AUM
|
|
| 6 | 1029 | $353,179,000 | A percentage of AUM
|
|
| 5 | 441 | $316,928,725 | A percentage of AUM, Fixed fees
|
|
| 6 | 634 | $252,719,596 | A percentage of AUM, Other ($100 ANNUAL SERVICE FEE)
|
|
| 4 | 267 | $198,916,191 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 284 | $184,378,788 | A percentage of AUM
|
|
| 4 | 434 | $183,407,455 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 132 | $109,484,489 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 4800 SW Meadows Rd, Ste 400, Lake Oswego, OR 97035 | 503-534-3463 | |
| 10260 SW Greenburg Rd, Ste 950, Portland, OR 97223 | 503-892-1343 | |
| 4800 SW Meadows Rd, Ste 400, Lake Oswego, OR 97035 | 503-534-3421 | |
| 760 SW 9th Ave, Ste 2100, Portland, OR 97205 | 503-221-8723 | |
| 201 B Ave, Ste 240, Lake Oswego, OR 97034 | 503-635-8192 | |
| 760 SW 9th Ave, Ste 2100, Portland, OR 97205 | 503-221-6626 | |
| 1742 Willamette Falls Dr, West Linn, OR 97068 | 503-655-5883 | |
| 388 State St, Ste 850, Salem, OR 97301 | 503-485-5204 | |
| 777 NE 2nd St, Ste G, Corvallis, OR 97330 | 541-286-4062 | |
| 7450 SW Beveland St, Ste 100, Portland, OR 97223 | 503-808-1515 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
