Financial advisors for sustainable investing in Oregon
Which financial advisor should I talk to about sustainable investing in Oregon?
For sustainable investing in Oregon, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Ronald Colson of Viento Financial Group, Jan Schalkwijk of JPS Global Investments and Stefanie Pickard of Old Growth Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ronald Colson Viento Financial Group, Hood River Holds the CFP. Fees on file: percentage of assets.
- Jan Schalkwijk JPS Global Investments, West Linn Holds the CFA. Fees on file: hourly, one-time planning fee.
- Stefanie Pickard Old Growth Financial, Portland Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Harrison Hinz First Pacific Financial, Portland Holds the CFP. Fees on file: percentage of assets.
- Jennifer De Thomas Birch Elliott Financial, Portland Holds the CFP. Fees on file: one-time planning fee.
- Andrea Vedder Iambic Financial, Portland Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Oregon work on sustainable investing?
The Wellspent public graph lists 31 fee-only advisors for sustainable investing in Oregon, at 18 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for sustainable investing in Oregon located?
Of the 31 fee-only advisors for sustainable investing in Oregon, 17 are in Portland, followed by 4 in Bend and 2 in Hood River.
Plus 4 in other cities.
How do fee-only advisors for sustainable investing in Oregon charge?
The most common fee among fee-only advisors for sustainable investing in Oregon is a percentage of assets, used by 87% of the 31 with fees on file. Many use more than one: 52% charge fixed fees and 48% charge by the hour.
How much do fee-only financial advisors charge in Oregon?
Fee-only financial advisors in Oregon charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 17 Oregon firms.
How much does a one-time financial plan cost in Oregon?
A one-time financial plan from a fee-only firm in Oregon has a median price of $2,500. We found this across the published prices of 21 Oregon firms.
What credentials should a financial advisor for sustainable investing have?
For sustainable investing, look for the CFA and CFP. In Oregon, 29% of the 31 advisors listed hold the CFP.
- CFA6% in Oregon
- The CFA helps with evaluating funds and their holdings.
- CFP29% in Oregon
- The CFP keeps your values tied to your goals.
How do Oregon advisors for sustainable investing compare with the rest of the US?
29% of fee-only advisors for sustainable investing in Oregon hold the CFP, compared with 39% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Oregon. Light bars are all US advisors for sustainable investing.
What should I ask a financial advisor about sustainable investing in Oregon?
- What specifically would you exclude or include for me?
- How do you check that a fund does what its name says?
- How would this change my expected returns and costs?
- How will you report on the impact of my portfolio?
How current is this list of fee-only advisors for sustainable investing in Oregon?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Harrison Hinz | First Pacific Financial | Portland | CFP | Percentage of assets |
| Andrea Vedder | Iambic Financial | Portland | CFP | Percentage of assets, Hourly |
| Stefanie Pickard | Old Growth Financial | Portland | CFP, EA | Flat fee or retainer, One-time planning fee |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| John Schniepp | Cascade Financial Strategies | Bend | CFP, ChFC | Percentage of assets, Hourly |
| Alicia Martinez | Divergent Financial Advisory Services (DiFi Advisory) | Salem | Not listed | One-time planning fee, Hourly |
| Ellen Johnson | Thistle Wealth | Corvallis | Not listed | Percentage of assets |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Nancy Congdon | Blue Water Wealth | Portland | CFP | Percentage of assets, Fixed fees |
| Jan Schalkwijk | JPS Global Investments | West Linn | CFA | Hourly, One-time planning fee |
| Megan Buchanan | Horizons Sustainable Financial Services | Milwaukie | CFP | Percentage of assets, Hourly |
| Ronald Colson | Viento Financial Group | Hood River | CFP | Percentage of assets |
| Alejandra Peña | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Brandon Trank | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Christian D'Urso | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| James Spangler | TradeWinds Wealth Management | Portland | Not listed | Percentage of assets |
| Katie Martin Hewitt | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Aaron Rivers | Living Earth Investments | Bend | Not listed | Percentage of assets |
| Jada Fouch | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Jadyn Kerns-Funk | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| William Nolan | Greenbridge Investment Management | Lake Oswego | CFA | Percentage of assets, Hourly |
| Seth Swenson | Orchid Wealth Management | Portland | Not listed | Percentage of assets |
| Victor Schramm | Chaim Investment Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Eric Albertson | Viento Financial Group | Hood River | Not listed | Percentage of assets |
| Gregory Walsh | Greenbridge Investment Management | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Stephen Mallery | Mallery Financial | Eugene | Not listed | Percentage of assets, Hourly |
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