Fee-only advisors in Oregon

Advisors serving Oregon (47)

• Adam Cornwell

  North Ridge Wealth Advisors — Beaverton

  CFACFP

• Alex Krider

  Avier Wealth Advisors — Lake Oswego

  CFPEAMBA

• Andrea Vedder

  Iambic Financial — Portland

  CFP

• Andrew Gray

  Gray Wealth Strategies — Bend

  CFPCRPC

• Andrew Jamison

  Main Avenue Financial Services, LLC — Beaverton

  CFP

• Andy Mardock

  ViviFi Planning — Bend

  CFPMBA

• Anika Hedstrom

  Uplevel Wealth LLC — Portland

  CFPMBA

• Brenna Baucum

  Collective Wealth Planning, LLC — Salem

  CFP

• Brenna Jensen-Baucum

  Collective Wealth Planning — Salem

  CFP

• Brent Hamilton

  WBH Financial Services, LLC — Lake Oswego

  CDFACFPEA

• Britton Wellington

  Real Agency Wealth — Beaverton

  CFPEA

• Clayton Phillips

  Clarity Financial — Beaverton

  CFP

• Corey Beal

  Empowering Finance, LLC — Portland

  CFP

• Craig Nelson

  Red Sky Financial Planning, LLC — Wilsonville

  CFPCPA

• David Erlandson

  Erlandson Wealth Management LLC — Beaverton

  AIFCFP

• Eric Imley

  Soaring Investment Management, LLC — Portland

  CFPMFACKA

• Eric Thomas

  Clarity Capital Management — Portland

  CFP

• Garrett Dresen

  Harbor Horizon Financial — Wilsonville

  CFP

• Grant Bledsoe

  Three Oaks Wealth — Lake Oswego

  AIFCEPACFA

• Harrison Hinz

  First Pacific Financial — Portland

  CFP

• Jeffrey Yamada

  MCS Family Wealth Advisors — Bend

  BACDFACFP

• Jim Corbeau

  Springwater Wealth Management — Lake Oswego

  CDFACFPMBA

• Joanne Boorman

  Silver Oak Advisory Group — Portland

  CFP

• Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®

  Aegis Financial Advisory — Lake Oswego

  CFPChFCEA

• Jonas Merrill

  Pathlight Financial Planning — Portland

  CFP

• Justin Harvey

  APM Wealth, LLC — Portland

  CFPChFCRICP

• Kay Dee Cole

  Clarity Wealth Development — Corvallis

  CeFTCFPRLP

• Kim Hall

  Clarity Wealth Development — Corvallis

  CFP

• Lisa Mesquit

  Soaring Investment Management, LLC — Portland

  CFACFPChFC

• Lissa Piper

  Money Blossoms — Beaverton

  CFPMBAEA

• Meg van den Már

  Alongside Financial Partners, LLC — Bend

  CFP

• Morgan Ranstrom

  Trailhead Planners, LLC — Portland

  CEPACFACFP

• Natalie Slagle

  Fyooz Financial Planning LLC — Portland

  CFP

• Nathaniel Baim

  Pursuit Planning and Investments, LLC — Beaverton

  CFPMBA

• Nicholas Pihl

  Pihl Financial Planning — Milwaukie

  CFACFP

• Peter De Graff

  Taurus Capital Advisors — Lake Oswego

  CFACFPMBA

• Robert Costello

  Costello Financial Planning — Bend

  CFP

• Ryan McClung

  Crossroads Wealth Planning — Lake Oswego

  CEPACFPCPA

• Ryan Mohr

  Clarity Capital Management — Portland

  CFP

• Ryan Murphy

  Pacific Coast Investment Advisors, LLC — West Linn

  AIFCFPMSFP

• Scott Malbasa

  Adelphi Wealth Advisory — Portland

  CFPJD

• Stacy Dervin

  Tailored Financial Planning, LLC — Eugene

  CFPCFA

• Stefanie Pickard

  Old Growth Financial — Portland

  CFPEA

• Todd Brundage

  Pacific Capital Works — Portland

  CFPChFCMBA

• Todd Porterfield

  Fairchild Capital LLC — Portland

  CFPRICP

• Tracy Baron Garcia

  TBG Investing — Lake Oswego

  CFPMBA

• Tyler Elliott

  Watershed Wealth Planning LLC — Portland

  CFPJD

Firms headquartered in Oregon (40)

• APM Wealth, LLC

  Portland, Oregon

• Pathlight Financial Planning

  Portland, Oregon

• Trailhead Planners, LLC

  Portland, Oregon

• Watershed Wealth Planning LLC

  Portland, Oregon

• Empowering Finance, LLC

  Portland, Oregon

• Old Growth Financial

  Portland, Oregon

• Uplevel Wealth LLC

  Portland, Oregon

• TBG Investing

  Lake Oswego, Oregon

• Pursuit Planning and Investments, LLC

  Beaverton, Oregon

• Red Sky Financial Planning, LLC

  Wilsonville, Oregon

• Gray Wealth Strategies

  Bend, Oregon

• Collective Wealth Planning

  Salem, Oregon

• Harbor Horizon Financial

  Wilsonville, Oregon

• Clarity Wealth Development

  Corvallis, Oregon

• Crossroads Wealth Planning

  Lake Oswego, Oregon

• Tailored Financial Planning, LLC

  Eugene, Oregon

• North Ridge Wealth Advisors

  Beaverton, Oregon

• Taurus Capital Advisors

  Lake Oswego, Oregon

• Silver Oak Advisory Group

  Portland, Oregon

• Pacific Capital Works

  Portland, Oregon

• Iambic Financial

  Portland, Oregon

• First Pacific Financial

  Portland, Oregon

• Clarity Capital Management

  Portland, Oregon

• Fairchild Capital LLC

  Portland, Oregon

• Soaring Investment Management, LLC

  Portland, Oregon

• Main Avenue Financial Services, LLC

  Beaverton, Oregon

• Pihl Financial Planning

  Milwaukie, Oregon

• Avier Wealth Advisors

  Lake Oswego, Oregon

• Springwater Wealth Management

  Lake Oswego, Oregon

• Three Oaks Wealth

  Lake Oswego, Oregon

• Erlandson Wealth Management LLC

  Beaverton, Oregon

• ViviFi Planning

  Bend, Oregon

• MCS Family Wealth Advisors

  Bend, Oregon

• Costello Financial Planning

  Bend, Oregon

• Pacific Coast Investment Advisors, LLC

  West Linn, Oregon

• Adelphi Wealth Advisory

  Portland, Oregon

• Fyooz Financial Planning LLC

  Portland, Oregon

• Real Agency Wealth

  Beaverton, Oregon

• Alongside Financial Partners, LLC

  Bend, Oregon

• Money Blossoms

  Beaverton, Oregon

Metros tracked

• Portland
• Lake Oswego
• Beaverton
• Bend
• Wilsonville
• Corvallis

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.