Financial advisors in Oregon

Pick your town

Financial advisors help people make sense of money decisions that matter over the long run. Many of the businesses listed here offer retirement planning, financial planning, investment management, and estate or legacy planning, and some also cover tax planning, wealth management, and retirement income planning. Listings are grouped by town, so if you are looking for an advisor in Salem or Newport, you can see who serves that area, then call, check hours, or get directions from the listing. Oregon residents often start by writing down their goals and current accounts so a first conversation can be productive. When choosing an advisor, ask how they are paid, whether fees are a flat amount, a percentage of assets, or hourly, and ask whether they act as a fiduciary, which means they are obligated to put your interests first.

• Salem4 financial advisors
• Bend2 financial advisors
• Medford2 financial advisors
• Beaverton1 financial advisor
• Eugene1 financial advisor
• Newport1 financial advisor