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Find The Best Financial Advisors in West Linn, 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 West Linn is a tedious task to do. give you extensive options to compare best advisors in West Linn & pick the one as per your needs

How To Find The Best Financial Advisors in West Linn, Oregon

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in West Linn, Oregon, is a useful resource. We've compiled a list of the 2 vetted financial advisors and 12 non-vetted financial advisors in West Linn, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West Linn, Oregon have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in West Linn, Oregon


Greg Bowen

Mariner Wealth Advisors

8050 SW Pfaffle St. #100

Portland, OR 97223



Matt Ebeling

Fort Vancouver Investment Management, LLC

1601 Officers Row

Vancouver, WA 98661


Top Financial Advisor Firms in Oregon (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
1969 Willamette Falls Drive, #200, West Linn, OR 97068
152127 $292,688,000 404 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Oregon

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Arch Bridge Financial Advisors
Inquire with Arch
1742 Willamette Falls Dr, West Linn, OR 97068 503-655-5883
Laura Steagall
Inquire with Laura
1742 Willamette Falls Dr, West Linn, OR 97068 503-655-5883
Marshall & Associates
Inquire with Marshall
480 SW Hoffman Rd, West Linn, OR 97068 503-723-9636
Kristi Van Vleck
Inquire with Kristi
1742 Willamette Falls Dr, West Linn, OR 97068 503-655-5883
Theresa Austria-Kenney - Ameriprise Financial Services, LLC
Inquire with Theresa
1800 Blankenship Rd, Ste 200 West Linn, OR 97068 503-905-6481
Jacob Easterly
Inquire with Jacob
1800 Blankenship Rd, Ste 300 West Linn, OR 97068 503-650-7133
Allstate Personal Financial Representative: Michael Hoover
Inquire with Allstate
19163 Willamette Dr, West Linn, OR 97068 503-312-3013
Jeff Marshall
Inquire with Jeff
1800 Blankenship Rd, Ste 244 West Linn, OR 97068 503-723-9636
Edward Jones
Inquire with Edward
1800 Blankenship Rd, Suite 435 West Linn, OR 97068 503-227-3434
Edward Jones
Inquire with Edward
1664 Willamette Falls Drive, West Linn, OR 97068 503-650-8313

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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