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Find Top Financial Advisors in Eugene, Oregon

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.

Finding the Top Financial Advisor in Eugene, Oregon

Last Updated - February 19, 2024

Eugene has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Eugene, Oregon have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Eugene, 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 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 Years $125,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Eugene, 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


Customer Reviews

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Top Financial Advisor Firms in Eugene, Oregon (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
101 East Broadway Suite 480, Eugene, OR 97401
13 565 $1,100,577,156
A Percentage of AUM, Fixed Fees
ROEHL & YI INVESTMENT ADVISORS, LLC
450 Country Club Road, Suite 200, Eugene, OR 97401
16 1545 $698,816,109
A Percentage of AUM, Hourly charges, Fixed Fees
SITTNER & NELSON, LLC
497 Oakway Road, Suite 300, Eugene, OR 97401
6 1400 $675,616,132
A Percentage of AUM, Hourly charges, Fixed Fees
44 WEALTH MANAGEMENT LLC
2350 Oakmont Way, Suite 104, Eugene, OR 97401
5 1197 $441,552,209
A Percentage of AUM, Hourly charges
MARTIN CAPITAL PARTNERS, LLC
940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR 97401
4 623 $326,838,652
A Percentage of AUM
GO WEALTH MANAGEMENT
1075 Washington Street, Suite 200, Eugene, OR 97401
6 338 $108,928,654
A Percentage of AUM, Hourly charges, Fixed Fees

    Select other cities around Eugene, 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.