What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Eugene, OR area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Eugene, OR Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Stacy Dervin
CFA, CFP®
Tailored Financial Planning, LLC
Eugene, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing
Fee-Only financial planner located in Eugene, OR, serving clients locally and across the country
Ellen Johnson
Financial Planner
Thistle Wealth®
Corvallis, OR
Specialties: Retirement Distribution & Income Planning, Tax-Efficient Withdrawal Strategies, Social Security Timing, Comprehensive Financial Planning, Investment Management, Healthcare & Long-Term Care Planning, Navigating Finances After Loss, Estate & Legacy Coordination
Ellen Johnson of Thistle Wealth is a fee-only fiduciary in Corvallis, Oregon, helping women 5-8 years from retirement who lead their family's finances turn built wealth into tax-efficient retirement income.
Miriam Whiteley
CFP®, RLP®, CeFT®
SAX Wealth Advisors
Eugene, OR
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning
For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.
Jeff Yamada
CFP®, MBA, RPCV
MCS Family Wealth Advisors
Bend, OR
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Divorce Planning
Fee Only Financial Planner with offices in Eugene, OR and Bend, OR
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
