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Find Best Financial Advisors in Eugene, Oregon

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

advisor-photo

Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

Top Financial Advisor Firms in Oregon (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
101 East Broadway Suite 480, Eugene, OR 97401
159419 $1,194,673,031 538 A percentage of AUM
Fixed fees
SITTNER & NELSON, LLC
497 Oakway Rd., Suite 300 Eugene, OR 97401
309757 $768,037,273 1334 A percentage of AUM
Hourly charges
Fixed fees
ROEHL & YI INVESTMENT ADVISORS, LLC
450 Country Club Road, Suite 200 Eugene, OR 97401
109258 $746,574,000 1625 A percentage of AUM
Hourly charges
Fixed fees
COLLAB+CURRENCY MANAGEMENT, LLC
2720 E. 40th Avenue, Eugene, OR 97405
309133 $664,059,982 2 A percentage of AUM
Performance Based
44 WEALTH MANAGEMENT LLC
2350 Oakmont Way, Suite 104, Eugene, OR 97401
309647 $426,581,984 1131 A percentage of AUM
Hourly charges
MARTIN CAPITAL PARTNERS, LLC
940 Willamette St, Suite 350, The Woolworth Building Eugene, OR 97401
153452 $272,317,775 551 A percentage of AUM
O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC
1075 Washington Street, Suite 200 Eugene, OR 97401
290254 $112,566,907 353 A percentage of AUM
Fixed fees

Additional Financial Advisors in Oregon

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Arkeo Financial Group
Inquire with Arkeo
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Candi Glazebrook
Inquire with Candi
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Michael Schor
Inquire with Michael
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Tim Schor
Inquire with Tim
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Michael Hall
Inquire with Michael
2292 Oakmont Way, Eugene, OR 97401 541-684-9000
Gary D Jurden
Inquire with Gary
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Reliant Wealth Advisors
Inquire with Reliant
2260 Oakmont Way, Ste 5 Eugene, OR 97401 541-484-2444
Morgan Stanley Financial Advisors
Inquire with Morgan
975 Oak Street, Suite 300 Eugene, OR 97401 541-485-1111
Merriman Wealth Management
Inquire with Merriman
1400 Executive Parkway, Suite #110, Eugene, OR 97401 541-683-2900
Mark G. Derby, New York Life
Inquire with Mark
120 Oakway Center, Eugene, OR 97401 541-914-4090

Select other cities around Oregon to broaden your search for a financial advisor

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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