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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

Andreas Johnson

Creative Planning

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Portland, OR 97307
(503) 7173860

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Charles Tompkins, CFP

KMS Financial Services, Inc.

115 Oregon Ave, Suite 21

Bend, OR 97701
(541) 7977009

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Ron Barry, PhD, CFP®

Willamette Financial Advisors, LLC

5335 SW Meadows Road
Suite 240

Lake Oswego, OR 97035
(503) 4068909

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Matt Adams, CFP, CLU, ChFC

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401
(541) 6872320

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Matt Carver

Pfs Investments Inc.

*

West Linn, OR 97068
(866) 6385323

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Thomas Daniels

Oswego Crest Financial Group, LLC

5000 Meadows Road

Lake Oswego, OR 97035
(503) 4965400

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Greg Bowen, CFP®, ChFC®

Cascadia Wealth Management

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

Portland, OR 97223
(503) 6205236

List of Additional Financial Advisors in Oregon*

* Additional advisor listing is provided in partnership with Yext

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The Norris Group - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Brent Douglas Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343463

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Adam Anderson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343421

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216626

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William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Bradford McKeown - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217697

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217635

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Paul Miller - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Bob Welle - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
5034855204

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126329

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Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
5038901430

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StoneRidge Wealth Management

8625 SW Cascade Avenue
Suite 240

Beaverton, OR 97008
5033520188

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217653

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AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Dale Donaldson - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Nicholas Hymel - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528224

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Allen Financial Wealth Management

2651 Southeast Commercial Street
Suite 2

Salem, OR 97302
5033625554

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218702

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Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
5032455352

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Gail Harrower - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5036194600

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Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Sten Carlson - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

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Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054535

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Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
9715447675

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Suzanne Johannsen - Ameriprise Financial Services, LLC

214 SE Vine Ln

Bend, OR 97702
5413892528

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Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Shawn Thomson - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Andrew Clark - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
5416849000

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Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034526066

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Jeffrey Tinnin - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034852980

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Richard Wilson II - Ameriprise Financial Services, LLC

1867 Williams Hwy
Ste 218

Grants Pass, OR 97527
5414768573

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Darren Ford - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Candi Glazebrook - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Travis Pratt - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
5036358192

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Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
5035950070

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Andrew Hall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054517

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Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Michael Cross - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5413685193

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Zac Hill - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Kristi Van Vleck - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
5036555883

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Veronica Beeson

580 State St

SALEM, OR 97301
9715459013

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Mikeal D Davis - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
5034852980

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Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5036362700

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Ray A. Cox - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720250

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Marshall & Associates - Ameriprise Financial Services, LLC

5656 Hood St
Ste 104

West Linn, OR 97068
5037239636

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Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
5413451544

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Paul Walton - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5412663821

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Allstate Personal Financial Representative: Kristin Tatyrek

7825 SE Foster Rd

Portland, OR 97206
5039705747

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Allstate Personal Financial Representative: Michael Hoover

19163 Willamette Dr

West Linn, OR 97068
5033123013

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Allstate Personal Financial Representative: Michael Nau

390 Coburg Rd
Ste F

Eugene, OR 97401
5415178355

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Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417795010

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Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528228

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Allstate Personal Financial Representative: Elizabeth Smith

141 NW 6th St
Ste A

Redmond, OR 97756
5419683119

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Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414851111

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Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5413891282

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Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035811511

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Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412691150

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Matthew Brodsky - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5035677874

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Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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Eric Erwin - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5417537554

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Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Jeffrey H Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5417523708

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Tyler James - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Kevin C Holland - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Albert J Korb - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034777362

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Mark Greaney - Ameriprise Financial Services, LLC

404 SW Columbia St
Ste 140A

Bend, OR 97702
5413822354

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Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Gary Buczkowski - Ameriprise Financial Services, LLC

1700 NW Civic Dr
Ste 330

Gresham, OR 97030
5036742300

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Sean Stansfield - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Hourglass Planning - Ameriprise Financial Services, LLC

528 Cottage St NE
Ste 300A

Salem, OR 97301
5034852980

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Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Scott D Wiegal - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Marty C Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054569

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Jared Buckmaster - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Savvy Tax Chick

18017 SE Rose Street

Milwaukie, OR 97267
5033443850

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Strassman & Assoc.

15 SW Colorado Avenue
Suite 250

Bend, OR 97702
5413064570

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Creative Insurance Marketing Company

12205 SW Tualatin Road
Suite 210

Tualatin, OR 97062
5036394030

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Security First Advisors

2657-B NW Rolling Green Drive

Corvallis, OR 97330
5417571114

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Christopher Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176021

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Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
5413428500

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Holland Capital Management

204 NW E Street

Grants Pass, OR 97526
5419564200

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PERS & Retirement Consultants

4985 Battle Creek Road SE
Suite 120

Salem, OR 97302
5035850009

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Financial Freedom

1007 SW Bayley Street

Newport, OR 97365
5415746464

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Merriman Wealth Management

871 Country Club Road

Eugene, OR 97401
5416832900

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Eagle Financial Group

576 Pacific Way

Gearhart, OR 97138
5037175512

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Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
5419144090

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Waddell & Reed Financial Advisors-Duane J. Silbernagel

2137 NW Hwy 101
Suite A

Lincoln City, OR 97367
5416141322

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Rolf Ellingsen, AIF, Voya Financial Advisors, Inc.

5331 SW Macadam Avenue
Suite 207

Portland, OR 97239
5035179363

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PERS & Retirement Consultants

4985 Battle Creek Road SE, Suite 120

Salem, OR 97302
5035850009

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NOW CFO

15171 SW Bangy Rd

Lake Oswego, OR 97035
8778840232

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Budd Collings, MBA

5418765102

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218708

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217616

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Gregory A Yechout - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720236

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Evan Gremillion - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126321

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Nelson R Maler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186425

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Nick Highberger - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343468

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Susan L Birdsong - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720233

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John Sipple - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885705

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Bruce R Holoubek - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885716

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Jeffrey A McKeown - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663825

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Principal Securities- Greg Schmidt, CEBS Financial Advisor

5665 Meadows Road
Suite 350

Lake Oswego, OR 97035
5036206276

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Matt Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343453

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Christine M Schroeder-Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176016

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Eric Valentine - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217630

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Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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William G Ross - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176008

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Jay L Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176022

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126328

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The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651433

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528228

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William D Stabler - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885744

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Highberger Hubka Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343468

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CCB Financial Services

38975 Proctor Blvd

Sandy, OR 97055
5036682530

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218704

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217645

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Cathedral Consulting, LLC

950 SE Oak Ave.

Roseburg, OR 97470
8338907186

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Michael Schock - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343428

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217689

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Tim Tank - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343434

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Forest Park Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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David Grove - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343416

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Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218646

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Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
5032933751

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
5036732828

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Ronald T Gietter - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651425

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Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413406

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
5032582658

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Springwater Wealth Management, LLC

6600 SW 105th Ave
#155

Beaverton, OR 97008
5034827570

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Legacy Creation Network

125 SE 7th Street

Hermiston, OR 97838
5418837777

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Schultz Financial Services

52461 Columbia River Hwy

Scappoose, OR 97056
5035433844

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Strategic Wealth Management, LLC

20985 Lava Flow

Bend, OR 97701
5413856263

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Michael Hurley - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176020

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John Runyan - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343441

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Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413449

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Tax & Financial Solutions

151 SE 223rd Avenue

Gresham, OR 97030
5036667909

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126325

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Jason A Downey - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343476

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
5038635043

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
8004520966

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Jacob Fain - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176013

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Legacy Financial

1393 Meridian Drive
Suite 2

Woodburn, OR 97071
5039827040

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Rebecca Nicole Cyphers - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343442

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Jeannette P McKenzie - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176004

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Matthew Kibbe - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5032218638

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The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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Jeffery Harding - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176005

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Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651436

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Russell Dyer - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343420

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The Northwest Seasons Group - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885736

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Ryan Alan Hubka - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343461

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The Springwater Group - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343479

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Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218664

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Norman Fincher - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720229

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Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413419

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Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218624

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482279

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435658

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John P Lorenz - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436918

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William D Brewer - Morgan Stanley

705 SW Bonnett Way
Ste 1200

Bend, OR 97702
5416176000

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The Fisher Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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Karyn Shirbroun - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720248

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Joseph R Scheffler - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186426

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Randall Allen Young - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343477

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Steve Walter - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343433

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Doug Moshofsky - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343460

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The Gulla Gremillion Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218603

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Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217606

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Sara K Wallace - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885718

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Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413423

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Mary Ann Franklin - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885727

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Randall Mahar - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343437

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482210

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482236

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Eric James Dulong - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343419

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Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413418

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Frederick A Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436935

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Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435693

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Zach Meikle - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216254

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Jon Hanson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663833

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Steinberg Investment Group

1 SW Columbia St.
Suite #1650

Portland, OR 97258
5034882025

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Michelle Green-Corradetti - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186405

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Stephen V Jackson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436926

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Gary Edward Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413446

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Ryan D Suvoy - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720258

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217646

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Jeffrey L Palpant - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5417720238

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Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651447

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Paul Smith - Morgan Stanley

680 Biddle Rd

Medford, OR 97504
5416186408

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528226

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Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413433

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Jimm R Pierson - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343462

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Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218672

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035523365

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Scott Bigham - Morgan Stanley

4285 Commercial SE
Ste 200

Salem, OR 97302
5035885726

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Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216262

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Michael Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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John Nicolaus - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663826

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Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Stephen M Aaron - Ameriprise Financial Services, LLC

9665 SW Allen Blvd
Ste 115

Beaverton, OR 97005
5036194600

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Scott A Davidson - Morgan Stanley

276 W Commercial Ave

Coos Bay, OR 97420
5412663820

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Allstate Personal Financial Representative: Larry Townsend

1590 Delta Waters Rd
Ste 114

Medford, OR 97504
5417791289

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Allstate Personal Financial Representative: Tim Stafford

1046 Court St

Medford, OR 97501
5416603723

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Pacwest Wealth Partners - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

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Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Joseph Di Peri - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343495

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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Toews, Van Zante & Associates - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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The Dimensional Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414851111

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James O Sturdivant - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Christopher Hall - Ameriprise Financial Services, LLC

201 B Ave
Ste 240

Lake Oswego, OR 97034
5036358192

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Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413411

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RJ Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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John Spooner - Ameriprise Financial Services, LLC

2 Centerpointe Dr
Ste 360

Lake Oswego, OR 97035
5036207500

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Firenze Wealth Management

16083 SW Upper Boones Ferry Road
Suite 250

Tigard, OR 97224
5039636555

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
5032279800

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Michael Minervini - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035343448

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Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
5032977118

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Capstone Financial Consultants, LLC

5416337745

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Allstate Personal Financial Representative: Noe Lumbreras

12900 SE 162nd Ave
Ste 100

Happy Valley, OR 97086
5032671904

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Allstate Personal Financial Representative: William Dose

10001 SE Sunnyside Rd
Ste 230

Clackamas, OR 97015
3608524767

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Laura Steagall - Ameriprise Financial Services, LLC

1742 Willamette Falls Dr

West Linn, OR 97068
5036555883

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Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054565

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Vieng Bounnam - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 180

Portland, OR 97239
5035462243

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Kale Chalmers - Ameriprise Financial Services, LLC

5000 SW Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Goosehead Insurance - Lawnie Tucker

1210 N Main St.
Unit 6

Prineville, OR 97754
5412419665

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C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054510

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Joshua T Gregory - Ameriprise Financial Services, LLC

5000 Meadows Rd
Ste 450

Lake Oswego, OR 97035
5035952110

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Kristin Erickson - Ameriprise Financial Services, LLC

8215 SW Tualatin Sherwood Rd
Ste 200

Tualatin, OR 97062
5039633764

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Jason Doneth - Ameriprise Financial Services, LLC

235 Front St SE
Ste 400

Salem, OR 97301
5033991333

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Zachary Blalack - Ameriprise Financial Services, LLC

388 State St
Ste 850

Salem, OR 97301
5034855204

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TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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John-Paul Daly - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054506

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Andy Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841546

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Theresa Austria-Kenney - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 200

West Linn, OR 97068
5039056481

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Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054573

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Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
5038921340

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Allstate Personal Financial Representative: Albert Ruggiero

6485 NW Cornelius Pass Rd

Hillsboro, OR 97124
5034660852

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Jacob Easterly - Ameriprise Financial Services, LLC

1800 Blankenship Rd
Ste 300

West Linn, OR 97068
5036507133

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Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Cetera Advisor Networks

716 Cardley Ave

Medford, OR 97504
5417795633

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Daniel Gellner - Ameriprise Financial Services, LLC

735 Commercial St
Ste 5000

Klamath Falls, OR 97601
5418855499

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Faisal Al-Hashim - Morgan Stanley

4800 SW Meadows Rd
Ste 400

Lake Oswego, OR 97035
5035343409

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436932

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Tallus Capital Management

869 NW Wall Street

Bend, OR 97701
2063195202

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The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
8003035488

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Andrew Beck - Ameriprise Financial Services, LLC

777 NE 2nd St
Ste G

Corvallis, OR 97330
5412864062

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Tiffany Chona-Giessinger - Ameriprise Financial Services, LLC

2396 NW Kings Blvd
Ste 101

Corvallis, OR 97330
5417573000

* 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.

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