Financial Advisors in Oregon

The top section of this list contains Featured Financial Advisors and the lower list are other independent Financial Advisors also SERVING clients here.

Click on the COMPANY NAME to read a detailed profile of each company.
Then Request Information after reading the company’s detailed profile.

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Featured Advisors

Sterling Investment Management, Inc. - Beaverton, OR

**NAPFA Member** We provide independent, Fee-Only financial planning and investment advisory services to assist you with developing the financial plan needed to achieve your goals. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Sterling Investment Management, Inc.
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Sundowner Capital Management LLC - Bend, OR

We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sundowner Capital Management LLC
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Valentine Ventures, LLC - Bend, OR

We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000... more info about Valentine Ventures, LLC
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Darwish Capital Management - Eugene, OR

**NAPFA Member** We are a Fee-Only Registered Investment Advisor committed to helping you improve your long-term financial success. NEW CLIENT minimum portfolio size = $500,000… more info about Darwish Capital Management
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Frederic T. Kutscher Associates, Inc. - Eugene, OR

**NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000� more info about Frederic T. Kutscher Associates, Inc.
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Fried Asset Management, Inc. - Eugene, OR

Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000... more info about Fried Asset Management, Inc.
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Howarth Financial Services, LLC - Eugene, OR

We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
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Sundowner Capital Management, LLC - Eugene, OR

We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sundowner Capital Management, LLC
Request Information from Sundowner Capital Management, LLC

Skyline Financial Northwest Inc. - Happy Valley, OR

We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000... more info about Skyline Financial Northwest Inc.
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Howarth Financial Services, LLC - Portland, OR

We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives. more info about Howarth Financial Services, LLC
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Schulmerich & Associates Asset Management LLC - Portland, OR

Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Schulmerich & Associates Asset Management LLC
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Sigma Investment Management Company - Portland, OR

We are an independent, privately owned, fee-only financial advisory firm. Sigma was founded in 1992 and is a Registered Investment Advisor. We service clients throughout Oregon, and nationwide. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Sigma Investment Management Company
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Skyline Financial Northwest Inc. - Portland, OR

We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000... more info about Skyline Financial Northwest Inc.
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Strategic Group - Portland, OR

We are financial advisors with an expertise in active investment management and financial planning. Our NEW CLIENT minimum portfolio size = $1,000,000... more info about Strategic Group
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Valentine Ventures, LLC - Portland, OR

We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000... more info about Valentine Ventures, LLC
Request Information from Valentine Ventures, LLC

All Financial Advisors in Oregon

Click on the company name to see the basic listing.

Retirement Planning Specialists, Inc. - Ashland

Schultz And Associates Inc. - Ashland

Scott Conyers Capital Management, Inc. - Aurora

Ascent Capital Management, LLC - Bend

Felder & Company LLC - Bend

Paragon - Bend

Birch & Jossi Financial Advisors - Clackamas

Spectrum Strategic Capital Management, LLC - Corvallis

Aegis Capital Management, Inc. - Emeryville

Alison, LLC Investment Advisors - Eugene

MCS Financial Advisors - Eugene

Sustainable Wealth Management LLC - Eugene

Steven Welch, CPA - Grants Pass

Maas Capital Advisors, LLC - Hillsboro

Cascade Wealth Management LLC. - Lake Oswego

CWC Advisors, LLC - Lake Oswego

Cygnus Capital LLC - Lake Oswego

Griffon May, Inc. - Lake Oswego

Irvington Capital LLC - Lake Oswego

Money Mystique Asset Management Co. - Lake Oswego

Northwest Investment Counselors LLC - Lake Oswego

Pacific Coast Investment Advisors, LLC - Lake Oswego

Remick & Bartolet Financial Consulting, Inc - Lake Oswego

The Lam Group, Inc. - Lake Oswego

Finley Financial, LLC - Mcminnville

Allen Capital Management, LLC - Portland

Baker Ellis Asset Management LLC - Portland

Beacon Alternative Strategies LLC - Portland

Becker Capital Management Inc - Portland

Cairn Investment Group - Portland

Cascade Investment Advisors, Inc. - Portland

Cedar Financial Advisors LLC - Portland

CMC Advisers, LLC - Portland

Lenington Financial - Portland

Living Earth Investments - Portland

Maxim Global Wealth Advisors - Portland

Mengis Capital Management, Inc. - Portland

Miller Financial Group - Portland

Pacific Investment Advisors LLC - Portland

Parish & Company LLC - Portland

Peregrine Asset Advisers, Inc. - Portland

Silver Oak Advisory Group - Portland

SRM Advisors - Portland

Strategic Group - Portland

Susan A. Nestor, P.C. - Portland

T.F. King & Associates - Portland

The H Group, Inc. - Portland

Thompson Rubinstein Investment Management Inc - Portland

Vision Capital Management, Inc. - Portland

Vista Capital Partners, Inc. - Portland

KLD Investment Management, LLC - Roseburg

Green Wealth Management, LLC - Salem

Sound Investment Management Inc - Tualatin