Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
Personalized advice for portfolio size
of 100K & above
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 on the online list below 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 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $125,000,000 | $100,000 | 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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 15 | 538 | $1,194,673,031 | A percentage of AUM, Fixed fees
|
|
| 6 | 1334 | $768,037,273 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 1625 | $746,574,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 2 | $664,059,982 | A percentage of AUM, Performance Based
|
|
| 5 | 1131 | $426,581,984 | A percentage of AUM, Hourly charges
|
|
| 3 | 551 | $272,317,775 | A percentage of AUM
|
|
O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC
1075 Washington Street, Suite 200, Eugene, OR 97401 |
6 | 353 | $112,566,907 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 2292 Oakmont Way, Eugene, OR 97401 | 541-684-9000 | |
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 2260 Oakmont Way, Ste 5, Eugene, OR 97401 | 541-484-2444 | |
| 975 Oak Street, Suite 300, Eugene, OR 97401 | 541-485-1111 | |
| 1400 Executive Parkway, Suite #110, Eugene, OR 97401 | 541-683-2900 | |
| 120 Oakway Center, Eugene, OR 97401 | 541-914-4090 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
