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Connect with Top-Rated Financial Planners in Oregon!

Read verified customer reviews of the most reliable financial planners in Oregon. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Pure Portfolios
(29)
Pure Portfolios
Portland, OR

Pure Portfolios is a modern wealth management firm that offers a low-fee, personalized service for investing and planning. We believe in prioritizing our clients' interests and providing transparent, evidence

Finity Group
(13)
Finity Group
Portland, OR

Finity Group is a comprehensive financial planning firm that specializes in providing personalized financial planning and wealth management services to medical professionals. Our team of experienced advisors

Independent Investment Advisors
(12)
Independent Investment Advisors
Portland, OR

We help our clients achieve their financial goals by developing a personalized plan, managing their risk, and minimizing their tax liability. Practical wealth advice from a high-net-worth multi-family

Trailhead Planners
(5)
Trailhead Planners
Portland, OR

Trailhead Planners is a financial planning firm that helps individuals create a comprehensive financial plan to achieve their financial goals. Our team of fee-only fiduciaries uses a coordinated and comprehensive

Meyer Wealth Management
(2)
Meyer Wealth Management
Portland, OR

Meyer Wealth Management is a wealth management firm that provides a range of services, including retirement planning, portfolio and investment analysis, estate planning, socially responsible investing

Sage Money Management
(2)
Sage Money Management
Portland, OR

Willamette Financial Advisors is a progressive firm that celebrates diversity and strives to build long-term, client-centered relationships to help you chart your financial goals, bring clarity to the

Commonwealth Financial Group
(2)
Commonwealth Financial Group
Portland, OR

Advanced Wealth Management is a family-owned and operated firm dedicated to providing excellence and leadership in wealth management and financial planning. For over 30 years, we have helped individuals

Aptus Financial
(2)
Aptus Financial
Portland, OR

At Aptus Financial, we provide flat-fee, advice-only, unbiased financial planning that addresses your unique needs and goals. We help you self-manage your investments, simply and effectively. We offer

Legacy Financial Service
(2)
Legacy Financial Service
Eugene, OR

Legacy Financial Services, Inc. is a comprehensive financial planning company that offers wealth management, investment management, retirement planning, estate planning, tax planning, and insurance planning

Modernist Financial
(2)
Modernist Financial
Portland, OR

Modernist Financial is a progressive wealth management firm and certified B Corp founded to help people structure their wealth around their values. We believe in evidence-based financial decision-making