A financial advisor can help you make the most of your finances and guide your investments for the future.
Ready to talk to an advisor but don’t know where to start? Take a look at our list of the best financial advisors in Oregon to get started.
Best for Faculty Members: Journey Tree Financial Planning & Investments
Journey Tree is a registered investment, fee-only financial advisor. This means it does not receive any commissions or sell products. The firm offers personalized financial plans, investment planning and advice on enhancing the value of your inheritance.
Journey specializes in the investment and financial planning needs of university faculty members. The needs of a faculty are unique and include public retirement plans, sabbaticals and income from outside businesses. The firm has worked with faculty members at the University of Oregon, Lane Community College and Oregon State University.
Best for Low-Cost Investment Management: Cascadia Investment Consultants
Cascadia is a fee-only fiduciary that offers services in 3 areas — investment management, retirement funding and estate planning.
The firm can help you coordinate your Social Security benefits, pension, workplace retirement plans and other retirement accounts. You can also find guidance to draft your will, establish power of attorney or create a trust.
The maximum annual fee is 0.90% of your 1st $500,000. Then you’ll be charged 0.75% for the next $500,000 of combined managed assets.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- WEALTH AND ESTATE PLANNING SERVICES
Address
1600 VALLEY RIVER DRIVE SUITE 370EUGENE OR, 97401-2129
Phone number
541-686-6164
Best for High-Net Worth Individuals: True Private Wealth Advisors
True Private Wealth Advisors (TPWA) believes in shaking up the Wall Street model and strives to achieve success in unique ways. You’ll work with a team of advisors, team members and representatives instead of a single individual. The firm offers investment management and financial planning services that include retirement planning, estate planning, philanthropy, insurance needs and cash flow forecasting.
TPWA is a fiduciary, so it always acts in your best interest. The firm was ranked 13th in “Oregon Business Magazine’s” top 15 financial planners in 2017. It has also been featured in the “Financial Times” list of top 300 registered investment advisors. There are 3 TPWA advisory groups in Salem.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
388 STATE STREET SUITE 1000SALEM OR, 97301
Phone number
503-400-3311
Best for Retirement Planning: Bain Wealth Management
Bain Wealth Management is a family-owned advisory firm that has been around for over 3 decades. It offers investment advisory and financial planning services including Social Security planning, education planning, wealth management and retirement planning.
Bain Wealth Management uses an investment approach modeled after the large university endowment portfolios. This strategy is well-suited for retirees or those planning for retirement. Fees range from 0.45% to 1% annually depending on the size of your investments.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Address
885 LANCASTER DR. SE SUITE C SALEM OR, 97317
Phone number
503-370-9003
Best for All-Inclusive Fees: Capstone Wealth Advisors
Capstone Wealth Advisors can help you understand your risk tolerance and financial goals to choose investments accordingly. It offers retirement and education planning services and can refer you to estate planning and tax management specialists.
Capstone Wealth Advisors participate in a wrap fee program. You’ll have the option to access a bundle of investment advisory services for a single fee. This fee can range from 0% to 2.5% of your invested assets annually.
Best for Tax-Optimization: JGC Wealth Management
JGC Wealth Management offers education planning, estate planning, budgeting, cash flow planning, debt management and retirement planning. Its wealth management team includes CPAs that can incorporate tax-optimization strategies into your portfolio and financial plans.
Your 1st consultation is free of charge. You can expect to talk about where you are financially, what your goals are and how JGC can help you get there. Fees vary based on the type of account you open. Most fees are negotiable.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
3085 RIVER ROAD N. SALEM OR, 97303
Phone number
503-304-9248
Best for Young Professionals: Aldrich Wealth
Aldrich Wealth brings together investment advisors, financial planners and tax professionals to create a personal and all-encompassing investment strategy for you. You’ll find support for education, retirement and estate planning, taxes, budgeting and finances after divorce.
Aldrich Wealth advisors are especially open to young professionals who haven’t worked with a financial advisor before. They can help you decide how much to contribute to a 401(k) or IRA. You can learn how to save and buy a home, plan a family and more. Fees range from 1.25% to 0.5% depending on the size of your investments.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- TAX SERVICES
Address
5665 SW MEADOWS RD SUITE 200LAKE OSWEGO OR, 97035
Phone number
503-620-5329
Best for Women: Guiding Financial, LLC
Guiding Financial is a registered firm that offers fee-only financial advice. The firm specializes in working closely with women and offers a range of financial analysis and advice.
You can receive analysis and advice on investments, taxes, insurance, estate planning, cash flow, and retirement. But Guiding Financial can provide a more personal experience to help you rid worry or shame around money or simply provide comprehensive financial education.
Best for Portfolio Management: Deschutes Investment Consulting
Deschutes Investment Consulting offers investment advisory and wealth management services. Advisors take a holistic approach to understanding your goals and developing your financial plan. Advisors monitor your investments and adjust your asset allocation according to changes in the market. This hands-on approach is great if you don’t have the time or expertise to actively manage investments yourself.
Its team includes Chartered Financial Consultant® (CHFC), Chartered Retirement Plans Specialist® (CRPS), Qualified 401(k) Administrator (QKA) and Certified Financial Planner (CFP) professionals. These professionals can help you plan for retirement, education, estate affairs and even large wealth transfers. Annual fees range between 0.50% and 1% of assets under management (AUM). In some cases, fees can be negotiated.
Best for Personalized Approach: Moss Adams Wealth Advisors
Moss Wealth Advisors is an independent investment advisory firm that has served clients since 1988. The firm integrates wealth management with financial planning in a 4-step process.
- Advisors organize and consolidate all your financial information and learn about your goals, risk tolerance and timelines.
- Advisors use your information to formalize an investment and financial strategy that will suit your needs and help you meet your goals.
- Advisors will implement your strategy by restructuring your assets in accordance with your ideal allocation.
- Advisors will continuously monitor your investment portfolio and consult you if any changes are needed.
The firm is willing to customize investment management services according to your needs. Whether you want to focus on fixed-income, retirement or insurance, there is a strategy for you. Fees range between 0.25% to 1.25% of assets under management.
Best for Long-Term Investing: IMS Capital Management
IMS Capital Management was founded in 1988 and has offices both in Oregon and Idaho. The firm is privately owned and specializes in portfolio management and financial planning services. Its investment strategy centers on value investing, with a focus on mid- and large-cap stocks.
Aside from stocks, portfolios are made up of bonds, cash, real assets and alternative investments.The firm also offers retirement planning, education planning, cash flow analysis, tax planning and more. Annual fees can range between 0.50% and 1% of total assets under management.
Best for High-Net-Worth Families: Becker Capital Management
Becker Capital Management is an independent advisory firm with over 40 years of experience. The firm has offices in both Portland, Oregon, and Seattle, Washington. Many of its clients include high-net-worth individuals and families.
The firm’s investment strategy focuses on cash flow management, risk assessment, tax optimization, intergenerational wealth transfers and more. Its financial planning services include retirement planning, education planning, tax planning, wealth transfer, cash flow analysis and more. The firm maintains a strong commitment to charitable giving. It donates 1% of annual revenue to local charities.
Best for Median Income Investors: Northwest Capital Management
Northwest Capital Management is a boutique, fiduciary investment management firm. Advisors value a one-on-one relationship with clients. It will work with you to understand your goals, risks, needs, time horizons and unique financial situation. The firm works with both high-net-worth and median income investors.
Advisors can help make investment recommendations for retirement planning, funding college and achieving financial independence. Annual fees range from 0.40% to 1% of total assets under management.
Methodology
To determine the top financial advisors in Oregon, we pored through all SEC-registered advisory firms that have an office in Oregon. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.
About Kathryn Hauer, CFP®
Kathy is an expert in finance (personal, corporate), financial planning, financial literacy, tax preparation and laws, saving and investing, retirement, insurance, careers, college education planning and financing, cannabis, gig economy, forming and running a business, credit and debt issues, blue-collar workers, and military issues. She has a strong interest in crypto, DeFi, FinTech, InsureTech, AgTech.