Fee-Only Financial Advisors in Oregon

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 Oregon 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 Oregon Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Adam Cornwell

CFA®, CFP®

North Ridge Wealth Advisors

Beaverton, OR

Specialties: Investment Management, Retirement Income Planning, Employee Benefits, Risk Management, College Education Planning, Estate Planning, Tax Reduction, Stock Options, Philanthropy

Fee-Only financial planner located in Portland, OR, serving clients locally and across the globe

I can work with clients anywhere!

Paul Sydlansky

CFP®, MBA

Lake Road Advisors, LLC

Portland, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Portland OR.

I can work with clients anywhere!

Tyler Elliott

JD, MA, CFP®

Watershed Wealth Planning LLC

Portland, OR

Specialties: Comprehensive Financial Life Planning, Socially Responsible Investing, Cash Flow Planning for Couples, Travel Budgets, Employee Benefit Planning

Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.

I can work with clients anywhere!

Brenna Baucum

CFP®, CTS™

Collective Wealth Planning

Salem, OR

Specialties: Retirement Planning, Tax Planning, Oregon PERS Survivorship Options, Oregon PERS Service Purchase Options, Individual Account Program (IAP), Oregon Savings Growth Plan (OSGP), Social Security Planning, Philanthropic Planning, Investment Management and Planning, Estate & Legacy Planning, Income Planning, Risk Management, Comprehensive Financial Planning

Collective Wealth Planning provides proactive, tax-efficient retirement planning for Oregon public employees and retirees.

I can work with clients anywhere!

Hayley Haslett

M.S., CFP®

Lake Road Advisors

Portland, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Financial Planning for Busy Families. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and Portland OR.

I can work with clients anywhere!

Andy Mardock

MBA, CFP®

ViviFi Planning

Bend, OR

Specialties: Comprehensive Financial Planning, Investment Management, Stock Option, Restricted Stock, and ESPP Strategy, Retirement Planning, Debt and Student Loan Reduction Planning, Planning for Tax Efficiency, Business Planning

ViviFi Planning is a fee-only, fiduciary financial planner located in Bend, OR serving clients locally and across the country.

I can work with clients anywhere!

Natalie Slagle

CFP®

Fyooz Financial Planning

Portland, OR

Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning

Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients locally and virtually across the country.

I can work with clients anywhere!

Gretchen Behnke

CFP®, MBA, RLP®

Pearl Financial Planning LLC

Portland, OR

Specialties: Life Planning, Comprehensive Financial Planning, In-House Investment Management, 401(k) and Employer Plans

Holistic Financial Life Planning for Professional Women. Utilizing robust technology to serve clients nationwide.

I can work with clients anywhere!

Amanda Harvey

CFP®

Uplevel Wealth

Portland, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

I can work with clients anywhere!

Ann Laferriere

CFP®

Buckingham Strategic Wealth

Bend, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficient Investing, Estate planning, Risk Management

Forever standing on the side of our clients.

I can work with clients anywhere!

Julie Connor

Taurus Capital Advisors

Lake Oswego, OR

Specialties: Holistic Financial Planning, Fiduciary Investment Management, Company Retirement Plans (401(k) and SIMPLE IRA plans), Retirement Income Planning, College Education Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

I can work with clients anywhere!

Andrew Gray

CFP®, CRPC®

Gray Wealth Strategies LLC

Bend, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner serving retirees and pre-retirees virtually from Bend, OR

I can work with clients anywhere!

Ryan Mohr

CFP®

Clarity Capital Management

Tigard, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Tigard, OR and serving the entire Portland, OR area and clients across the country

I can work with clients anywhere!

James Hindes

Enow Financial

Portland, OR

Specialties: Comprehensive Financial Planning, Employer Equity (Options, RSUs, ESPP), Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

I can work with clients anywhere!

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

I can work with clients anywhere!

Bill Holliday

CFP®, AIF®, CSRIC®™

AIO Financial

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning

Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).

I can work with clients anywhere!

Rob Costello

CFP®

Costello Financial Planning

Bend, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.

I can work with clients anywhere!

Craig Nelson

CFP®, CPA

Red Sky Financial Planning, LLC

Wilsonville, OR

Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management, College Education Planning, Managing Employer Stock

Fee-Only financial planner with offices in Wilsonville, OR and Bend, OR - providing financial planning, investment, and tax services to clients locally and beyond.

I can work with clients anywhere!

Katherine Fox

CFP®, CAP®

Sunnybranch Wealth

Portland, OR

Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing

As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”

I can work with clients anywhere!

Lissa Piper

MBA, CFP®, AWMA®, EA

Money Blossoms, LLC

Beaverton, OR

Specialties: Comprehensive Financial Planning, Cash Flow & Debt Management, Tax Preparation & Planning, Investment & Asset Management, Work Optional & Retirement Planning, Legacy & Estate Planning

Independent, fee-only financial planner located just west of Portland, Oregon, we are a virtual practice and can work with you nearly anywhere you have an internet connection.

I can work with clients anywhere!

Tim Massie

CFP®

Timepiece Financial Planning

Salem, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Hire our team and retire with a PLAN, not just an investment account. Serving Washington, Oregon and Alaska.

I can work with clients anywhere!

Anika Hedstrom

MBA, CFP®

Uplevel Wealth

Portland, OR

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

I can work with clients anywhere!

Peter De Graff

CFA®, CFP®

Taurus Capital Advisors

Lake Oswego, OR

Specialties: Intergenerational Estate Planning, Trust Investment Management, Holistic Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

I can work with clients anywhere!

Ryan McClung

CFP®, CPA, CEPA®

Crossroads Advisory

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Oswego, OR, serving clients locally and across the country

I can work with clients anywhere!

David Erlandson

CFP®, AIF®

Erlandson Wealth Management

Beaverton, OR

Specialties: In Person and Web-Based Planning, Retirement Income Planning, Investment Management, Late Stage College Planning, Income Tax Review, 401k and IRA Advice

Fee-Only Financial Planner serving the Beaverton and Portland, OR area.

I can work with clients anywhere!

Grant Bledsoe

CFP®, CFA®, CEPA, AIF

Three Oaks Wealth

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

I can work with clients anywhere!

Gregory Saliba

AIF®

Taurus Capital Advisors

Lake Oswego, OR

Specialties: Business Advisory Services, Tax Savings Strategies, Comprehensive Financial Planning, Fiduciary Investment Management, Retirement Income Planning

Fee-Only financial planner and fiduciary located in Lake Oswego, OR, serving families, businesses, and professionals

I can work with clients anywhere!

Corey Beal

CFP®

Empowering Finance

Portland, OR

Specialties: LGBTQIA+ Planning, Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Pre-Retirement

Empowering Finance is a holistic, boutique financial planning firm for the bold, the ambitious, and the socially progressive badasses of the world serving clients virtually both locally and across the country.

I can work with clients anywhere!

Peggy Kessinger

CFP®, MBA

The Mather Group

Beaverton, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country

I can work with clients anywhere!

Daniel Slagle

CFP®

Fyooz Financial Planning

Portland, OR

Specialties: Cash Flow Analysis, Minimizing Taxes, Environmental, Social, and Governance Investing, Values Based Investing, College Education Planning, Comprehensive Financial Planning

Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

Christopher Sittner

CFP®, CPA

CS Wealth Management, LLC

Portland, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

I can work with clients anywhere!

Leighann Miko

CFP®, MST, RLP®

Equalis Financial

Portland, OR

Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income

Equalis Financial is an independent fee-only firm based in Los Angeles & Portland (OR) specializing in financial planning, investment management, and tax & business management services. We are here to balance the financial playing field by ensuring equal access to our services.

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®, RSSA®

Aegis Financial Advisory, LLC

Lake Oswego, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

I can work with clients anywhere!

Bryan Hancock

CFP®, MBA

Timberchase Financial, LLC

Bend, OR

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Families and Professionals

I can work with clients anywhere!

Courtney Ranstrom

CFP®, MBA

Trailhead Planners, LLC

Portland, OR

Specialties: Socially Responsible Investing, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Investment Management

Fee-Only financial planner located in Portland, OR, serving clients locally and across the country

I can work with clients anywhere!

JD Pritchett

CFP®

North Ridge Wealth Advisors

Beaverton, OR

Specialties: Investment Management, Retirement Income Planning, Employee Benefits, Risk Management, College Education Planning, Estate Planning, Tax Reduction, Stock Options, Philanthropy

Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country

I can work with clients anywhere!

Todd Porterfield

CFP®, RICP®

Fairchild Capital

Portland, OR

Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning

Todd Brundage

CPA, ChFC®, MBA

Pacific Capital Works

PORTLAND, OR

Cindy Kleiner

CFP®, AFC®

Guiding Financial, LLC

Eugene, OR

Kyle Mast

CFP®

Clarity Financial LLC

Portland, OR

Cobin Soelberg

M.D., J.D.

Greeley Wealth Management

Bend, OR

Kay Dee Cole

CFP®

Clarity Wealth Development

Corvallis, OR

Will Kaplan

CFP®

Halcyon Financial Planning

West Linn, OR

Mark Sharp

CFP®, RICP®, EA

Mark Sharp Retirement, LLC.

Portland, OR

Jim Corbeau

MBA, CFP®, CDFA®

Springwater Wealth Management

Beaverton, OR

Elisabeth Mesquit

CFP®, CFA®

Soaring Investment Management

Portland, OR

Alex Krider

MBA, CFP®

Avier Wealth Advisors

Lake Oswego, OR

Joe Bautista

CFP®, MBA

Bautista Planning and Analytics, LLC

Lake Oswego, OR

Christopher Winn

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Robb Severdia

CFP®

Nest Financial Planning, LLC

Hood River, OR

Scott Emblen

CFP®, CDFA®

Independent Progressive Advisors, LLC

Portland, OR

Jonathan Kahrs

CFP®, MBA

Interactive Wealth Advisors, Inc.

Portland, OR

Garrett Bergby

Treeline Financial Planning

Bend, OR

Miriam Whiteley

CFP®, RLP®, CeFT®

LifeCraft Financial Planning, LLC

Eugene, OR

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    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.


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