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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
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Eugene
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
56
non-vetted advisors in your local area. These financial advisors in
Eugene, Oregon
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Eugene, Oregon
mentioned below do 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
Eugene, Oregon.
| Qualified Financial Advisors in Eugene, 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 | $125,000,000 | Not Specified | 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
Top Financial Advisor Firms in Eugene, Oregon (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
101 East Broadway Suite 480, Eugene, OR 97401 |
$1,194,673,031 | 538 |
A percentage of AUM Fixed fees |
| SITTNER & NELSON, LLC
497 Oakway Rd. , Suite 300, Eugene, OR 97401 |
$768,037,273 | 1334 |
A percentage of AUM Hourly charges Fixed fees |
| ROEHL & YI INVESTMENT ADVISORS, LLC
450 Country Club Road , Suite 200, Eugene, OR 97401 |
$746,574,000 | 1625 |
A percentage of AUM Hourly charges Fixed fees |
| COLLAB+CURRENCY MANAGEMENT, LLC
2720 E. 40th Avenue, Eugene, OR 97405 |
$664,059,982 | 2 |
A percentage of AUM Performance Based |
| 44 WEALTH MANAGEMENT LLC
2350 Oakmont Way, Suite 104, Eugene, OR 97401 |
$426,581,984 | 1131 |
A percentage of AUM Hourly charges |
| MARTIN CAPITAL PARTNERS, LLC
940 Willamette St, Suite 350 , The Woolworth Building, Eugene, OR 97401 |
$272,317,775 | 551 |
A percentage of AUM |
| O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC
1075 Washington Street , Suite 200, Eugene, OR 97401 |
$112,566,907 | 353 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Arkeo Financial Group Inquire with Arkeo |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Candi Glazebrook Inquire with Candi |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Michael Schor Inquire with Michael |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Tim Schor Inquire with Tim |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Michael Hall Inquire with Michael |
2292 Oakmont Way, Eugene, OR 97401 | 541-684-9000 |
| Gary D Jurden Inquire with Gary |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Reliant Wealth Advisors Inquire with Reliant |
2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
975 Oak Street, Suite 300, Eugene, OR 97401 | 541-485-1111 |
| Merriman Wealth Management Inquire with Merriman |
1400 Executive Parkway, Suite #110, Eugene, OR 97401 | 541-683-2900 |
| Mark G. Derby, New York Life Inquire with Mark |
120 Oakway Center, Eugene, OR 97401 | 541-914-4090 |
Grow your AUM with pre-qualified leads!
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