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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Eugene is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Eugene & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Eugene?

Looking for a qualified financial advisor in Eugene? We can help you by narrowing down your options & listing the best financial advisors in Eugene as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Eugene near you with the list of certified and vetted Eugene financial advisors.

List of Qualified Financial Advisors in Eugene, Oregon

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Matt Adams, CFP, CLU, ChFC

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401
(541) 6872320

List of Additional Financial Advisors in Eugene, Oregon*

* Additional advisor listing is provided in partnership with Yext

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Ronald T Gietter - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651425

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Maryjo W Byrnes - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413418

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Arkeo Financial Group - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Gary E. Johnston - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413446

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Merriman Wealth Management

871 Country Club Road

Eugene, OR 97401
5416832900

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Animal Health Associates

2835 Wilamette St

Eugene, OR 97405
5413451544

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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

975 Oak Street
Suite 300

Eugene, OR 97401
5414851111

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Christopher T Linkhorn - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413433

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Edward Jones - Financial Advisor: Selene Witcher

81 Centennial Loop
Suite 5

Eugene, OR 97401
5413428500

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Mark G. Derby, New York Life

120 Oakway Center

Eugene, OR 97401
5419144090

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Monique Ripley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413423

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The Allen Schleicher Group - UBS Financial Services Inc.

450 Country Club Road

Eugene, OR 97401
5416327864

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Reliant Wealth Advisors - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Tim Schor - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Gary D Jurden - Ameriprise Financial Services, LLC

2260 Oakmont Way
Ste 5

Eugene, OR 97401
5414842444

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Michael Schor - 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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Michael Hall - Ameriprise Financial Services, LLC

2292 Oakmont Way

Eugene, OR 97401
5416849000

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Mark Richanbach - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413419

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Jeffrey Young - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651436

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

450 Country Club Road

Eugene, OR 97401
5416327850

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The Sequoia Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651433

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The Dimensional Group - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414851111

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Robert Steiner - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5414651447

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Rick Farley - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413406

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Parker L. Jewell - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413411

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Spencer Stark - Morgan Stanley

975 Oak Street
Suite 300

Eugene, OR 97401
5413413449

* 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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