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Explore Financial Advisors Serving Oregon

Review the services of 51 financial advisors in Oregon, including Portland, Beaverton and Bend. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Aurora (1)
Beaverton (4)
Bend (4)
Clackamas (1)
Elmira (1)
Eugene (4)
Fairview (1)
Hermiston (1)
Hillsboro (2)
Klamath Falls (1)
Lake Oswego (3)
McMinnville (1)
Medford (1)
Oregon City (1)
Portland (18)
Redmond (1)
Salem (2)
Springfield (1)
Tualatin (1)
West Linn (1)
Wilsonville (1)
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Finity Group
Not rated yet
We specialize in financial planning for medical professionals with tailored strategies
Finity Group provides tailored financial planning and wealth management services for medical professionals in Portland, OR and nationwide. Specializing in physician and dentist financial strategies with fiduciary commitment.
Financial Planning Wealth Management Life Insurance
(503) 841-5840 Call Profile
Not rated yet
Independent Investment Advisors
11 Years
Not rated yet
We are a fee-only fiduciary firm with no commissions or hidden fees.
Independent Investment Advisors offers fee-only fiduciary financial planning, investment management, and tax strategies tailored to high-net-worth individuals, tech professionals, and business owners in Portland, OR and nationwide.
Wealth Management Retirement Planning Tax Planning
(971) 350-8068 Call Profile
Not rated yet
Trailhead Planners
Not rated yet
We operate as a fee-only fiduciary with no product commissions
Specialized wealth management for women, entrepreneurs, and retirees. Trailhead Planners delivers tax-smart investment strategies and personalized financial planning with fiduciary responsibility.
Wealth Management Tax Planning Investment Advisory
(503) 773-9682 Call Profile
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Willamette Financial Advisors
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We operate as independent fiduciaries bound by the CFP Board's fiduciary standard
Willamette Financial Advisors offers personalized financial planning and investment management services in Portland, OR. As independent fiduciaries, we help clients achieve long-term financial security through transparent, client-centered strategies.
Financial Planning Investment Management Retirement Planning
(503) 284-9200 Call Profile
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Advanced Wealth Management
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We operate as fiduciaries, prioritizing clients' best interests in all decisions.
Trusted financial advisers in Portland offering personalized wealth management and financial planning services for over 30 years. Family-owned, client-focused, and community-driven.
Investment Management Debt Analysis Financial Planning
(503) 452-9300 Call Profile
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Modernist Financial
9 Years
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Certified B Corp committed to business as a force for good
Certified B Corp Modernist Financial offers fiduciary investment management and financial planning focused on aligning wealth with progressive values. Learn about our evidence-based approach.
Investment Management Financial Planning Modernist University
(971) 544-7417 Call Profile
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Clarity Capital Management
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We operate as a 100% fee-only fiduciary with no product commissions.
Clarity Capital Management offers independent, fee-only financial planning and investment management in Portland, OR, prioritizing clients' best interests with transparent, fiduciary services.
Investment Management College Planning Tax Planning
(503) 388-5781 Call Profile
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Northwest Quadrant Wealth
50+ Years
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We offer 6+ decades of combined experience in client-focused wealth management.
Northwest Quadrant Wealth offers expert financial advisory services in Bend, OR, specializing in investment management, retirement planning, and tax-efficient strategies tailored to your unique goals.
Investment Management Financial Planning Retirement Planning
(800) 743-0988 Call Profile
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Sloy Dahl & Holst
40 Years
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We operate as fiduciaries with full fee transparency and unbundled retirement plan services.
Sloy Dahl & Holst provides personalized investment management and retirement planning services in Portland, Oregon. As fiduciary financial advisors since 1986, we deliver transparent, objective solutions tailored to your unique goals.
Investment Portfolio Management Retirement Planning Pension Fund Management
(503) 248-9800 Call Profile
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Samara Capital
Not rated yet
We build trust by consistently following through on commitments
Samara Capital offers personalized financial planning and investment advisory services in Beaverton, OR, helping clients achieve long-term financial goals with expert guidance and trusted relationships.
Financial Planning Investment Advisory Retirement Planning
(503) 741-2167 Call Profile