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Find Top Financial Advisors in Oregon


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Oregon. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Oregon

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Oregon
Financial Advisor Office Location Phone Number
Charles Tompkins, CFP
KMS Financial Services, Inc.
115 Oregon Ave, Suite 21,
Bend, OR  97701
(541) 668-7511
Nate Oeming CFP®, AIF®
The Oeming Group
2282 Oakmont Way,
Eugene, OR  97401
(541) 228-9924
Michael D. Clancy, CDFA
UBS Financial Services, Inc.
805 SW Broadway,
Portland, OR  97205
(503) 226-1826
Matt Adams
Jones & Roth
432 W. 11th Ave,
Eugene, OR  97401
(541) 687-2320
Laura Johnson
Edelman Financial Engines, LLC
10500 SW Greenburg Suite 200,
Portland, OR  97223
(503) 718-6118
Greg Bowen, CFP®, ChFC®
Cascadia Wealth Management
8050 SW Pfaffle St. #100,
Portland, OR  97223
(503) 620-5236

Information on Qualified Financial Advisors in Oregon

Qualifications CRD# 4060464
FirmCRD# 3866
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Hourly


Office Location 115 Oregon Ave, Suite 21,
Bend,
OR 
97701
Phone Number (541) 6687511

We provide wealth management services to individuals, trusts and small business clients. Our focus is 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.  Charles Tompkins is licensed to offer securities and advisory services through KMS Financial Services, Inc. Member FINRA, SIPC. He attained a BA from the University of Vermont and an MA from Middlebury College. He taught four years at a private school in Greenwich, CT then worked for Edward Jones Investments in Seattle, WA from 2000-2005 before starting his own, independent practice with KMS Financial Services, Inc. in Seattle, WA. We currently serve our clients from offices in Seattle, WA and Bend, OR.

About KMS Financial Services, Inc.

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 507 Seattle, WA 98107



Office Location 2282 Oakmont Way,
Eugene,
OR 
97401
Phone Number (541) 2289924

Nate is a graduate of Oregon State University, where he earned a degree in finance and a minor in communications. He's an expert at goal discovery, assessing personal financial situations and creating a detailed roadmap that leads to where you'd like to go. Nate is known for his highly illustrative financial parables, and he is the author of the popular financial blog, Nathanomics. As a native Eugenian, Nathan is both community- and family-focused. He serves on the board of several local nonprofit groups, as well as fund-raises for charities that benefit children.

About The Oeming Group

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.



Qualifications CRD# 4387886
Series 7, 31, 66


Office Location 805 SW Broadway,
Suite 2600,
Portland,
OR 
97205
Phone Number (503) 2261826

Michael Clancy has been in the financial services industry since 2001. He began his career at Morgan Stanley and moved to Merrill Lynch in 2008 before joining UBS in 2012. Michael made the move to UBS so that he could continue to help people fulfill their long term goals and current needs, regardless of their net worth or asset size. Michael is a Certified Divorce Financial Analyst(CDFA) awarded by the Institute for Divorce Financial Analysts Inc. His other areas of specialty include retirement and special needs planning. Michael takes a holistic view of each client's needs, goals and visions. He conducts his practice with utmost honesty, integrity, transparency and compassion resulting in the cultivation of long term relationships. A native of the Portland area and a fifth generation Oregonian, Michael earned a B.S. Degree in Business Administration from Oregon State University in 1977. He has been married for 33 years to Marina who owns her own small business. They have a daughter and two sons, Fran, 36, Nick, 32, and John, 29 as well as two wonderful grandchildren, Tyler and Camren. Michael enjoys spending time with his family, reading, gardening, traveling and working outdoors. Michael is a life member of the National Eagle Scout Association and is also active in the Boy Scouts of America. He is a member of the Oregon State Alumni Association and participates in LMV as a member.

About UBS Financial Services, Inc.

LAKE OSWEGO OFFICE: 5285 Meadows Rd, Lake Oswego, OR 97035 In 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 proprietary research devoted exclusively to helping private clients make better investment decisions. If your wealth management goals require unconventional thinking and strategic partnerships, you?ll quickly understand what it means to be a UBS client. In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, our balance sheet is strong, and we have a presence in more than 50 countries around the world. Our capabilities, resources and enterprises are fully aligned to create an outstanding experience for you as a UBS client, and we are committed to being proactive and responsive to your needs.



Qualifications CRD# 2354504
FirmCRD# 30349
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 432 W. 11th Ave,
Eugene,
OR 
97401
Phone Number (541) 6872320

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.

About Jones & Roth

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.



Qualifications CRD# 5699501
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 10500 SW Greenburg Suite 200,
Portland,
OR 
97223
Phone Number (503) 7186118

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Bachelor of Science in Psychology from Portland State University and Masters in Business Administration from University of Phoenix. Married to Aaron. They have four children: Bryce, Connor, Aidan, and Sydney. Laura has a husky lab mix named Daisy and she enjoys hiking, camping, traveling, reading and exploring new places.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2328903
FirmCRD# 10299
Series 6, 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR 
97223
Phone Number (503) 6205236

Greg has been assisting investors since 1993 and is the CEO of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC. He is licensed in the States of Oregon, Washington and California. Greg's financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to pursue returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that pursue returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns. Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is an avid racquetball player and an erratic golfer.

About Cascadia Wealth Management

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 create value in a portfolio beyond that of a "Buy-and-Hold" strategy. Active Management attempts to limit an investor's risk exposure in "down" stock markets, while pursuing growth when the stock market is moving up. My goal is to provide investment programs that pursue strong returns relative to the amount of risk that is taken. This allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns.



List of Additional Financial Advisors in Oregon
Allen Capital Management, LLC Portland, OR
Chinook Capital Management Portland, OR
Crown Capital Securities Portland, OR
Wildhearts Film Studios Lincoln City, OR
Financial Benefits Resources Portland, OR
Fusion Financial, LLC Sherwood, OR
Orca Investment Management, Llc Roseburg, 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
Rhodes Econometrics, Inc. Lake Oswego, OR
Strand Atkinson Williams & York Portland, OR
UBS Financial Services, Inc. Portland, OR
UBS Financial Services, Inc. Portland, OR
Wachovia Securities Portland, OR
Wachovia Securities Portland, OR
Waddell & Reed Beaverton, OR
Waddell & Reed Beaverton, OR