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".
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Every Oregon Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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.
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.
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
Kenji Bleicker
CFP®
EP Wealth Advisors
Ashland, OR
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Anika Hedstrom
MBA, CFP®
Uplevel Wealth
Portland, OR
Specialties: How do I manage my stock options? , When will I have enough to retire?, Am I paying too much in taxes?, How can I set my children up for financial success?, Can I afford to buy a vacation home?, Am I fully maximizing my employee benefits?, How can I maximize my investments?, I've had a big life event. What do I do next?
We help professionals who are at the top of their game level up. Uplevel Wealth is a fee-only, fiduciary financial planning firm serving clients in Portland, OR, and virtually throughout the U.S.
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).
Natalie Slagle
CFP®
EQUAL VOICES Wealth
Portland, OR
Specialties: Environmental, Social, and Governance Investing, Tax Strategies, Charitable Giving, Reduce Stock Concentration Risk, College Education Planning, Retirement Readiness, Adequate Cash Flow Spending, Financial Alignment for Couples, Inheritance Planning, Roth Conversion Strategies
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Portland, OR, and Minneapolis, MN, serving clients locally and virtually across the country.
Joseph Alfonso
CFP®, ChFC®, EA, RICP®, RSSA®, TPCP®
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.
Michelle Tran
cfa
Savant Wealth Management
Beaverton, OR
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
Tyler Elliott
JD, MA, CFP®
Watershed Wealth Planning LLC
Portland, OR
Specialties: True Wealth Planning, Socially Responsible Investing, Cash Flow Planning for Couples, Travel Budgets, Inheritances and Windfalls
Fee-Only Financial Planner serving the Portland, OR area as well as clients nationwide via virtual planning services.
Michael Coursey
EP Wealth Advisors
Salem, OR
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
Adam Fein
EP Wealth Advisors
Portland, OR
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Dan Slagle
CFP®
EQUAL VOICES Wealth
Portland, OR
Specialties: Environmental, Social, and Governance Investing, Charitable Giving, College Education Planning, Cash Flow Planning, Inheritance Planning, Tax Strategies, Reduce Stock Concentration Risk, Retirement Readiness, Financial Alignment for Couples, Roth Conversion Strategies
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Minneapolis, MN and Portland, OR, serving clients across the country.
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
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?”
Amanda Harvey
CFP®
Uplevel Wealth
Portland, OR
Specialties: When will I have enough to retire?, How can I maximize my investments?, How can I set my children up for financial success?, Am I paying too much in taxes?, How do I manage my stock options & RSUs?, Can I afford to buy vacation home?, Am I fully maximizing my employee benefits?, I've had a big life event... what do I do next?
We help professionals who are at the top of their game level up. Uplevel Wealth is a fee-only, fiduciary financial planning firm serving clients in Portland, OR, and virtually throughout the U.S.
Corbin Coursey
EP Wealth Advisors
Salem, OR
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Helga Cuthbert
CFP®
Cuthbert Financial Guidance
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your Path to a Brighter Financial Future
Brenna Baucum
CFP®
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
Fee-only financial planning for Oregon retirees and public employees, focused on clarity, thoughtful decision-making, and long-term alignment.
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
We’re a nationwide firm with roots in Los Angeles and Portland, offering values-aligned financial planning and investment management for progressive individuals and families.
Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management, LLC
Lake Oswego, OR
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Divorce Financial Planning
Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.
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
Nate Baim
MBA, CFP®
Pursuit Planning and Investments, LLC
Portland, OR
Specialties: Retirement Planning, Tax Planning, Investment Planning, Investment Management, Equity Compensation Planning (RSUs, ESPP, NQSOs, & ISOs), Cash Flow & Budgeting, Education Planning, Goal Formation & Accountability, Home Purchase Analysis
I advise working professionals and professionals nearing retirement who want to grow their wealth and live their best lives. My focus is to help you achieve your pursuit. I provide flat fee planning and AUM investment management services.
Garrett Dresen
CFP®, CEPA®
Harbor Horizon Financial, LLC
Wilsonville, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning, Exit Planning
Fee-Only Fiduciary Financial Planner in Wilsonville, OR, serving clients throughout the Portland region. We Help Driven Individuals And Families Achieve Their Financial Goals.
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
James Hindes
CFP®, RICP®
Xena Financial Planning, LLC
Portland, OR
Specialties: Comprehensive Financial Planning, Employer Equity (Options, RSUs, ESPP), Investment Management, College Education Planning, Tax Planning
What if financial planning wasn’t just about money—but about designing a life you love? We help professional women and their families navigate financial life transitions with purpose, joy and agency.
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.
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
Jamison McAndie
CFP®
Apella Wealth
Lake Oswego, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Lake Oswego, OR, serving clients locally and across the country
Adam Cornwell
CFA®, CFP®
Savant Wealth Management
Beaverton, OR
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Craig Nelson
CFP®, CPA
Red Sky Financial Planning, LLC
Bend, 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.
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.
Amy Oh
CPA, CFP®
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
Ryan McClung
CFP®, CPA, CEPA®
Crossroads Wealth Planning
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
Bryan Hancock
CFP®, MBA
Timberchase Financial
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance and Asset Protection, Estate and Legacy Planning, Tax Planning, Wealth Management, College Education Planning, Loss of Spouse and Divorce
Timberchase Financial is a fee-only wealth management and financial planning firm in Hoover, Alabama, proudly holding to a fiduciary standard.
Hayley Haslett
M.S., CFP®
Lake Road Advisors
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Financial Planning for Individual & Families approaching and living in retirement. Serving clients across the country through virtual meetings. Offices in Ithaca & Corning NY, and the Vancouver, WA / Portland, OR Metropolitan Area.
Brian Lawrence
CFA
Savant Wealth Management
Beaverton, OR
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning
Retirement Planning For Individuals Over Age 50. Located in Portland, OR, serving clients locally and across the country.
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.
Katie Lenz
CFP®
Timberchase Financial
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance and Asset Protection, Estate and Legacy Planning, Tax Planning, Wealth Management, College Education Planning, Loss of Spouse and Divorce
Timberchase Financial is a fee-only wealth management and financial planning firm in Bend, Oregon, proudly holding to a fiduciary standard.
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
Refine Your Search
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)
