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
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
Portland, OR
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Incorporating Giving Back into Financial Plan, Tax Planning & Tax Efficient Investments, Retirement Income Planning
Mission-driven, fee-only financial planner located in Portland, OR. Serving progressive clients locally and across the country.
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Portland, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner working with clients throughout the country
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.
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.
Anika Hedstrom
MBA, 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
Peter De Graff
CFA®, CFP®
Taurus Capital Management
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
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
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
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.
Tyler Elliott
JD, 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.
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
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.
Christopher Winn
CFP®, MBA
Interactive Wealth Advisors, Inc.
Portland, OR
Specialties: Retirement Income Replacement, Tax Strategies - Pre & Post Business Sale, Active Investment Management, Business Owner Planning
Fee Only Financial Planner and Investment Advisor in downtown Portland
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
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
ViviFi Planning is a fee-only, fiduciary financial planner located in Bend, OR serving clients locally and across the country.
Joe Bautista
CFP®, MBA
Bautista Planning and Analytics, LLC
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
Adam Cornwell
CFA®, CFP®
North Ridge Wealth Advisors
Beaverton, 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 globe
Todd Porterfield
CFP®, RICP®
Fairchild Capital
Portland, OR
Specialties: Financial Planning, Retirement Planning, Investment Management, Estate Services, Tax Planning
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.
Gregory Saliba
AIF
Taurus Capital Management
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
Lissa Piper
MBA, 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.
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.
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
Jim Corbeau
MBA, CFP®, CDFA®
Springwater Wealth Management
Beaverton, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, Oregon and Santa Cruz, California, serving clients in Oregon, Washington, and the Bay Area in California.
Corey Beal
CFP®
Empowering Finance
Portland, OR
Specialties: Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
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.
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
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.
Hayley Haslett
CFP®
Lake Road Advisors
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
Tim Kober
CFP®
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
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.
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
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 Management
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 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
Andrew Gray
CFP®, CRPC®
Gray Wealth Strategies LLC
Sisters, 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
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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)
