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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 - February 23, 2024

Oregon has 2 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 17 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
Matt Adams
CFP®, CLU®, ChFC®
JONES & ROTH
260 Country Club Rd,
#100,
Eugene, OR 97401
20 Years $125,000,000 $100,000 Fee-Based
Neal Richards
AXIOM WEALTH STRATEGIES
243 SW Scalehouse Loop,
Ste 3B,
Bend, OR 97702
15 Years $56,000,000 $50,000 Fee-Only

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Information on Qualified Financial Advisors in Oregon

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.

About Jones & Roth

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.

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.

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
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365, Portland, OR 97224
8 63 $16,725,387,863
A Percentage of AUM, Hourly charges, Fixed Fees
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9, Portland, OR 97204
82 116850 $16,214,303,154
A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
37 425 $13,067,305,312
A Percentage of AUM
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200, Portland, OR 97204
55 3808 $7,145,593,038
A Percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035
17 995 $5,476,500,419
A Percentage of AUM, Hourly charges, Fixed Fees
CAMPBELL GLOBAL
1300 Sw 5th Avenue, Suite 3200, Portland, OR 97201
145 21 $5,060,526,289
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
43 28297 $4,726,374,064
A Percentage of AUM, Fixed Fees
NORTHSIDE CAPITAL MANAGEMENT LLC
116 3rd Street, Suite 313, Hood River, OR 97031
12 514 $4,635,685,999
A Percentage of AUM, Fixed Fees
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
38 2189 $4,563,375,940
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
M HOLDINGS SECURITIES, INC.
1125 N.W. Couch Street, Suite 900, Portland, OR 97209
738 10065 $3,932,369,637
A Percentage of AUM, Hourly charges, Fixed Fees
BECKER CAPITAL MANAGEMENT, INC.
1211 Sw 5th Avenue, Suite 2185, Portland, OR 97204-3740
33 1730 $3,906,617,526
A Percentage of AUM, Hourly charges
KINGSVIEW WEALTH MANAGEMENT, LLC
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
150 13829 $3,584,124,096
A Percentage of AUM, Hourly charges, Fixed Fees
VARIANT INVESTMENTS
10300 Sw Greenburg Road, Suite 308, Portland, OR 97223
24 2 $3,095,046,886
A Percentage of AUM
ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205
25 8 $2,149,730,373
A Percentage of AUM, Performance Based
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road, Suite 595, Portland, OR 97225
35 2802 $2,090,204,250
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.