National Retirement Planning Experts

National Coverage
Local Professionals

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Oregon involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Oregon?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Oregon to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Oregon financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Oregon

advisor-photo

Mark Sharp

Mark Sharp Retirement

818 SW 3rd Ave # 221-1228

Portland, OR 97204

800-622-1045

advisor-photo

Charles Tompkins

Securities America Advisors, Inc.

115 Oregon Ave, Suite 21

Bend, OR 97701

541-797-7009

advisor-photo

Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

advisor-photo

Greg Bowen

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

List of Additional Financial Advisors in Oregon*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Tyson Wood - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7102

dummy-image

Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
503-650-7133

dummy-image

Sean McGlinn - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3408

dummy-image

James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
503-362-5554

dummy-image

Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3423

dummy-image

William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

dummy-image

Bradford McKeown - Morgan Stanley

276 West Commercial Ave

Coos Bay, OR 97420
541-266-3834

dummy-image

Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
541-345-1544

dummy-image

Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

John-Paul Daly - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

dummy-image

Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-636-2700

dummy-image

StoneRidge Wealth Management

8625 SW Cascade Avenue
Suite 240

Beaverton, OR 97008
503-352-0188

dummy-image

Morgan Stanley Financial Advisors

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7600

dummy-image

Medford, OR Branch Office - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-773-7773

dummy-image

Lake Oswego, OR Branch Office - UBS Financial Services Inc.

5285 SW Meadows Rd
Suites 270 + 495

Lake Oswego, OR 97035
503-603-6919

dummy-image

Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8646

dummy-image

Allstate Personal Financial Representative: Elizabeth Smith

141 NW 6th St
Ste A

Redmond, OR 97756
541-968-3119

dummy-image

Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
541-342-8500

dummy-image

Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

dummy-image

Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
541-241-9665

dummy-image

Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8708

dummy-image

John P Lorenz - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-243-6918

dummy-image

Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6016

dummy-image

Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8702

dummy-image

PALM WEALTH MANAGEMENT 

1495 NW Garden Valley Blvd.
Suite 201

Roseburg, OR 97471
541-677-7600

dummy-image

Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

dummy-image

Schlendorf Investment Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5847

dummy-image

David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

dummy-image

Scot Berryman, CFP, CIMA, CEPA - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7850

dummy-image

Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3449

dummy-image

Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6022

dummy-image

Aaron Peters

7421 SW Bridgeport Rd
Suite H-225b

Portland, OR 97224
503-684-4010

dummy-image

Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6013

dummy-image

Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
503-678-9909

dummy-image

Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3433

dummy-image

Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
503-639-4030

dummy-image

Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
503-344-3850

dummy-image

Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
541-757-1114

dummy-image

Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
503-717-5512

dummy-image

Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
541-956-4200

dummy-image

Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
541-574-6464

dummy-image

Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5716

dummy-image

The Allen Schleicher Group - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
541-632-7864

dummy-image

Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

dummy-image

Burton Sayler Wood Group - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

dummy-image

John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3441

dummy-image

Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6932

dummy-image

Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7645

dummy-image

Andrew Clark - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

dummy-image

Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

dummy-image

Capital Financial Planners

1640 Liberty Street SE

Salem, OR 97302
503-585-1067

dummy-image

Joseph Di Peri - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3495

dummy-image

TVZ Wealth Advisors - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

dummy-image

Eagle Financial Consulting

10220 Southwest Greenburg Road
Suite 330

Portland, OR 97223
503-718-2261

dummy-image

The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

dummy-image

Highberger Hubka Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

dummy-image

Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
541-883-7777

dummy-image

Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

dummy-image

Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
971-544-7675

dummy-image

Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
503-620-6276

dummy-image

Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
503-293-3751

dummy-image

TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
503-673-2828

dummy-image

Laura Steagall - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

dummy-image

Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
541-382-2354

dummy-image

Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3461

dummy-image

Marty Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4569

dummy-image

Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Kale Chalmers - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

dummy-image

Andrea C Delapp - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
503-863-5043

dummy-image

Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
541-385-6263

dummy-image

Russell Dyer - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3420

dummy-image

Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
503-258-2658

dummy-image

Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
541-684-9000

dummy-image

Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
503-666-7909

dummy-image

Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
503-227-9800

dummy-image

Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
503-963-6555

dummy-image

Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1447

dummy-image

Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
206-319-5202

dummy-image

Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
541-914-4090

dummy-image

Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
833-890-7186

dummy-image

Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-368-5193

dummy-image

Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

dummy-image

Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-452-6066

dummy-image

The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7616

dummy-image

Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

dummy-image

Sten Carlson - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

dummy-image

R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
503-892-1340

dummy-image

Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

dummy-image

Morgan Stanley Financial Advisors

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-389-1282

dummy-image

Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
503-595-2110

dummy-image

Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4565

dummy-image

Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4573

dummy-image

Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

dummy-image

James Parker - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9251

dummy-image

Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
503-399-1333

dummy-image

Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
541-389-2528

dummy-image

Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

The Roukas Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5858

dummy-image

Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-567-7874

dummy-image

Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

dummy-image

The Gulla Gremillion Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8603

dummy-image

Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-752-3708

dummy-image

Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

dummy-image

Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
503-905-6481

dummy-image

Allstate Personal Financial Representative: Michael Nau

390 Coburg Rd
Ste F

Eugene, OR 97401
541-517-8355

dummy-image

The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
800-303-5488

dummy-image

Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

dummy-image

Bryant Malone

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

dummy-image

Kristi Van Vleck - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
503-655-5883

dummy-image

Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

Cetera Advisor Networks

716 Cardley Ave

Medford, OR 97504
541-779-5633

dummy-image

Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
503-650-7949

dummy-image

C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4510

dummy-image

Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

dummy-image

Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
503-635-8192

dummy-image

Kristen Winter

503-684-4010

dummy-image

Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
503-808-1515

dummy-image

Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

dummy-image

Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

John Valentine - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-7630

dummy-image

Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

Andrew Mork - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1827

dummy-image

Morgan Stanley Financial Advisors

276 W Commercial Ave

Coos Bay, OR 97420
541-269-1150

dummy-image

Marshall & Associates - Ameriprise Financial Services, LLC

480 SW Hoffman Rd

West Linn, OR 97068
503-723-9636

dummy-image

Susan L Birdsong - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0233

dummy-image

Ray A. Cox - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0250

dummy-image

Nelson R Maler - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6425

dummy-image

John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

dummy-image

John Wrenn - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1303

dummy-image

Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
503-485-5204

dummy-image

Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-286-4062

dummy-image

The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1433

dummy-image

Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3406

dummy-image

Robert Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7604

dummy-image

The Dimensional Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

dummy-image

Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3433

dummy-image

Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6005

dummy-image

William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6328

dummy-image

John Nicolaus - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3826

dummy-image

AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
503-595-9020

dummy-image

Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

dummy-image

Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8704

dummy-image

Paul Miller - Ameriprise Financial Services, LLC

716 NW Harriman St

Bend, OR 97703
503-360-9310

dummy-image

Robert Pugh

7421 SW Bridgeport Rd
Suite H-225

Portland, OR 97224
503-684-4010

dummy-image

Alison Brown

503-684-4010

dummy-image

Allstate Personal Financial Representative: William Dose

10001 SE Sunnyside Rd
Ste 150

Clackamas, OR 97015
360-852-4767

dummy-image

Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
541-484-2444

dummy-image

Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
503-619-4600

dummy-image

Portland, OR Branch Office - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-221-5800

dummy-image

Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
503-963-3764

dummy-image

The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3479

dummy-image

David Sayler - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7127

dummy-image

Jeffrey L Palpant - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0238

dummy-image

Gregory A Yechout - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0236

dummy-image

Morgan Stanley Financial Advisors

3103 Signature Court
Ste 101

Medford, OR 97504
541-779-5010

dummy-image

Michelle Corradetti - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6405

dummy-image

Brent Douglas Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3463

dummy-image

Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2279

dummy-image

Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6038

dummy-image

Allstate Personal Financial Representative: Noe Lumbreras

12900 SE 162nd Ave
Ste 100

Happy Valley, OR 97086
503-267-1904

dummy-image

Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3419

dummy-image

Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5718

dummy-image

Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-221-8638

dummy-image

Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3428

dummy-image

Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5693

dummy-image

Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7653

dummy-image

Yingru Zhou

503-746-9245

dummy-image

Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8672

dummy-image

The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

dummy-image

Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
800-452-0966

dummy-image

Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2210

dummy-image

Morgan Stanley Financial Advisors

975 Oak Street
Suite 300

Eugene, OR 97401
541-485-1111

dummy-image

Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-248-2236

dummy-image

Ryan D Suvoy - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0258

dummy-image

Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-465-1436

dummy-image

Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5667

dummy-image

Forest Park Group - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
503-221-7600

dummy-image

Morgan Stanley Financial Advisors

4285 Commercial SE
Ste 200

Salem, OR 97302
503-581-1511

dummy-image

Bend, OR Branch Office - UBS Financial Services Inc.

600 SW Columbia
Suite 6200

Bend, OR 97702
503-603-6919

dummy-image

David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3416

dummy-image

Jonathan Levine, CFP, CIMA - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1876

dummy-image

Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6020

dummy-image

Allstate Personal Financial Representative: Michael Hoover

19163 Willamette Dr

West Linn, OR 97068
503-312-3013

dummy-image

Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3442

dummy-image

Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6004

dummy-image

Weber Vandergriff Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-221-5848

dummy-image

Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6262

dummy-image

PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

dummy-image

Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7646

dummy-image

The Savinar Group - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1845

dummy-image

Joseph Ferguson - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-248-1302

dummy-image

Jason A Downey - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3476

dummy-image

Adam M. Anderson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3421

dummy-image

Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7635

dummy-image

David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-5658

dummy-image

The Pacific Wealth Group - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1224

dummy-image

Mork Wealth Management - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-225-9205

dummy-image

Keith Rivera, CIMA - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6128

dummy-image

Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
503-674-2300

dummy-image

Patsy Burton, CFP - UBS Financial Services Inc.

830 Alder Creek Drive

Medford, OR 97504
541-734-7129

dummy-image

Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

Steven Burch - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-6902

dummy-image

Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
541-753-7554

dummy-image

Allstate Personal Financial Representative: Steven Sauve

759 SW 185th Ave

Aloha, OR 97003
503-869-0947

dummy-image

George Milne - UBS Financial Services Inc.

805 South West Broadway
Suite 2600

Portland, OR 97205
503-226-1819

dummy-image

Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
503-245-5352

dummy-image

Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
541-757-3000

dummy-image

TruPoint Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1253

dummy-image

TRACK Wealth Management - UBS Financial Services Inc.

5285 SW Meadows Road
Suite 495

Lake Oswego, OR 97035
503-603-1254

dummy-image

Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 310

Portland, OR 97239
503-808-9100

dummy-image

Victor Lam, CPM, CIMA - UBS Financial Services Inc.

805 SW Broadway
Suite 2600

Portland, OR 97205
503-225-9237

dummy-image

Ryan McHugh, CFP - UBS Financial Services Inc.

600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor

Bend, OR 97702
541-322-6131

dummy-image

Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
503-444-8288

dummy-image

Vieng Bounnam - Ameriprise Financial Services, LLC

4380 S Macadam Ave
Ste 180

Portland, OR 97239
503-546-2243

dummy-image

TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
503-439-1880

dummy-image

Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
503-297-7118

dummy-image

Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
503-595-0070

dummy-image

Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
503-655-7621

dummy-image

Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4535

dummy-image

Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
503-205-4506

dummy-image

William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6008

dummy-image

Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
503-485-2980

dummy-image

Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

dummy-image

Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
503-620-7500

dummy-image

Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3462

dummy-image

Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8664

dummy-image

Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-3365

dummy-image

Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8723

dummy-image

Joseph R Scheffler - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6426

dummy-image

Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3477

dummy-image

William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5744

dummy-image

Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8624

dummy-image

Fred Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-243-6935

dummy-image

Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8224

dummy-image

Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3419

dummy-image

Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7689

dummy-image

William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6000

dummy-image

Matt Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3453

dummy-image

John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5705

dummy-image

Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-8682

dummy-image

Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-7606

dummy-image

Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3434

dummy-image

Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6329

dummy-image

James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8226

dummy-image

Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3418

dummy-image

Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
503-588-5726

dummy-image

Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-221-6626

dummy-image

Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3411

dummy-image

Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
503-890-1430

dummy-image

Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3825

dummy-image

Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-552-8228

dummy-image

Jon Hanson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
541-266-3833

dummy-image

Gary E. Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
541-341-3446

dummy-image

Nick Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3468

dummy-image

Norman Fincher - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-772-0229

dummy-image

Paul Smith - Morgan Stanley

3103 Signature Court
Ste 101

Medford, OR 97504
541-618-6408

dummy-image

Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3437

dummy-image

Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6021

dummy-image

Doug Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-534-3460

dummy-image

Evan Gremillion - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
503-412-6321

dummy-image

Scott McVeigh - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
541-617-6019

dummy-image

John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
503-412-6325

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors