Congratulations!

WiserAdvisor has qualified Financial Advisors serving in Oregon.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors in Oregon

Greg Bowen, CFP®, ChFC®, Financial Advisor from Oregon,
(1622 views)
Inquire with
Greg
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR   97223
Call : (503) 620-5236

My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to pursue strong returns while reducing the level of risk that is found in most stock and bond market investments. Active management is characterized as taking a proactive approach that utilizes Fundamental and Technical Analysis to... read more>>

Matt Adams, Financial Advisor from Oregon,
(280 views)
Inquire with
Matt
Jones & Roth
432 W. 11th Ave,
Eugene, OR   97401
Call : (541) 687-2320

Financial Advisory ServicesOur expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual.Investment PlanningChances 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... read more>>

KMS Financial Services, Inc.
115 Oregon Ave, Suite 21,
Bend, OR   97701
Call : (206) 782-5670

We provide wealth management services to individuals, trusts and small business clients. We specialize in working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as part of a comprehensive approach to wealth management.Seattle Office:2208 NW Market Street Suite 507Seattle, WA 98107

UBS Financial Services, Inc.
805 SW Broadway,
Portland, OR   97205
Call : (503) 226-1826

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035In today's economy, uncertainty is understandable. However, with the right Financial Advisor standing beside you, you can have the peace of mind and confidence to pursue your financial future?no matter what the markets or your life may bring.UBS Wealth Management Americas excels at helping you pursue your goals because our singular focus is wealth management. Our Financial Advisors have experience managing significant wealth, drawing on... read more>>

The Oeming Group
2282 Oakmont Way,
Eugene, OR   97401
Call : (541) 228-9924

At the Oeming Group, we take care of all your financial needs. From goal discovery and portfolio review, to financial planning and investing, to estate planning and the protection of your assets, we offer you a full-service, personal approach to managing your wealth.

Financial Engines Advisors, LLC
10500 SW Greenburg Suite 200,
Portland, OR   97223
Call : (503) 718-6118

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in Oregon
Orca Investment Management, Llc Roseburg, OR
Allen Capital Management, LLC Portland, OR
Chinook Capital Management Portland, OR
Crown Capital Securities Portland, OR
Financial Benefits Resources Portland, OR
Fusion Financial, LLC Sherwood, OR
Kevin R. Minkoff, CPA, LLC Portland, OR
Merrill Lynch Portland, OR
Morgan Stanley, Inc. Portland, OR
NW Business Center Portland, OR
New England Financial Portland, OR
Oregon Financial Services Group Portland, OR
Rhodes Econometrics, Inc. Lake Oswego, OR

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Oregon, based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in Oregon?

join-wiseradvisor-
wiseradvisor-right-sign

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only