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