Fiduciary advisors in Oregon

Albany, Oregon

Keith Wealth Advisors is a financial advisory firm based in Albany, Oregon, offering personalized financial planning and advisory services. The firm works with clients on investing, family protection, and asset preservation, taking a proactive approach tailored to individual financial goals and circumstances. Their process emphasizes customized attention from initial planning through execution and ongoing monitoring.

Beaverton, Oregon

Evergreen Financial Advisors in Beaverton offers retirement planning and investment management as part of a personalized financial planning process. The firm employs a discovery meeting followed by development of a written financial plan, ongoing portfolio management, and annual plan reviews. It charges asset-based fees on a tiered schedule ranging from 1.00% on the first $1 million to 0.25% on assets exceeding $4 million, assessed quarterly in advance.

Clackamas, Oregon

Wealth Enhancement Group is an investment advisory firm in Clackamas, Oregon. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Coos Bay, Oregon

HighRoad Wealth Advisors, LLC is an independent financial services firm based in Coos Bay, Oregon, operating two core service segments: investment management and wealth planning. The firm provides investment portfolio management across multiple account types including IRAs, 401(k)s, trusts, and corporate accounts, supported by a discovery-plan-review-expand process. Wealth planning services encompass retirement planning—covering pre-retirement strategy and post-retirement income conversion—and estate planning focused on tax-efficient wealth transfer across generations. The firm also offers tax-efficient investment strategy development and works collaboratively with clients' tax and legal advisors.

Corvallis, Oregon

Cudo Financial, Inc. is a financial planning firm based in Corvallis, Oregon, founded in 1988. The firm offers investment management and financial planning services, starting with a discovery meeting to understand clients' goals, concerns, and circumstances, followed by development of a personalized financial plan and investment strategy. The firm conducts periodic reviews to monitor progress against the plan and educates clients on their holdings and how they align with stated objectives.

Corvallis, Oregon

Spectrum Strategic Capital Management is a fiduciary firm based in Corvallis, Oregon, offering investment management and insurance analysis services with a focus on insurance planning. The firm structures its approach around personalized wealth management, working to understand client goals and develop strategies aligned with individual values and objectives.

Corvallis, Oregon

Northwest Financial Group is a financial planning firm based in Corvallis, Oregon, staffed by advisors with backgrounds in independent wire houses, banks, and insurance. The firm uses a collaborative team approach and a six-step planning process to work with clients on their financial challenges. Team members include founding partners and financial consultants who participate in daily meetings to coordinate on client matters. The firm maintains a 5-star rating across 48 Google reviews.

Corvallis, Oregon

Ollerenshaw Wealth Management is an investment advisory firm in Corvallis, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Eugene, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eugene, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Gold Beach, Oregon

Insurance-Based

Juli Marstall, Financial Advisor - Eagle Strategies is an insurance-based firm in Gold Beach, Oregon. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Grants Pass, Oregon

Investment Resources Inc is an investment advisory firm in Grants Pass, Oregon. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 17 Google reviews.

Grants Pass, Oregon

Rogue Advisors is a fee-only registered investment adviser based in Grants Pass, Oregon, offering financial planning and investment management services. The firm operates as a fiduciary and does not earn commissions, providing personalized financial planning that includes goal definition, plan development, and ongoing portfolio management tailored to individual circumstances. The firm serves retirees, business owners, and families, and uses data-backed modeling and software tools to develop investment strategies aligned with clients' specific needs and risk tolerance.

Gresham, Oregon

Jason Nagle PC is an investment advisory firm in Gresham, Oregon. The office has a wheelchair-accessible entrance. The office is open five days a week.

Heppner, Oregon

Blue Mountain Investment Management LLC is an investment advisory firm in Heppner, Oregon. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Hillsboro, Oregon

Pace Financial Advisors is a wealth management firm based in Hillsboro, Oregon that offers financial planning, retirement planning, investment management, estate planning, and insurance services. The firm works with clients to identify financial goals and develop integrated plans that address retirement strategy, investment portfolio management, and wealth transfer, coordinating with clients' other professional advisors as needed.

Hillsboro, Oregon

Nate Drews - M25 Advisors is an investment advisory firm in Hillsboro, Oregon. Services include Estate Planning and Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hillsboro, Oregon

Rock Creek Wealth Management is an independent registered investment advisor based in Hillsboro, Oregon, offering financial planning, investment management, insurance analysis, and retirement planning services with particular focus on college savings strategies. Founded in 2015 by Bob, a CFP® with 17 years of experience in financial planning, the firm provides personalized guidance across retirement, investment, and broader financial planning needs. The practice operates as an RIA and is led by a principal with a background spanning Edward Jones, Pacific Capital Resource Group, and independent advisory roles.

Lake Oswego, Oregon

Asset Preservation Wealth & Tax is a fee-only financial advisory firm in Lake Oswego, Oregon, staffed by fiduciary advisors who integrate tax planning with financial and retirement planning services. The firm coordinates across multiple money managers and specializes in retirement income strategies, insurance planning, education funding, and wealth transfer for high-net-worth clients. Their stated approach emphasizes collaborative planning, transparent adviser credentials, and coordinated guidance across investments, taxes, and risk management.

Lake Oswego, Oregon

Lifelong Wealth Management is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Investment Management. Advisory services are available in English and Chinese. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 50 Google reviews.

Lake Oswego, Oregon

Clear Financial Partners, based in Lake Oswego, Oregon, offers financial planning services with a focus on portfolio management, risk assessment, and asset allocation. Led by founder and CEO Tim Clairmont (MSFS™, LACP™), the firm advises on life insurance, annuities (both variable and fixed index), alternative investments, and strategies for concentrated stock positions and retirement income. The firm emphasizes client-centered guidance and has served clients for over 25 years.

Lake Oswego, Oregon

Carson Wealth is an investment advisory firm in Lake Oswego, Oregon. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Newport, Oregon

Agate Financial Partners is a financial planning firm in Newport, Oregon that serves business owners, families, and retirees with personalized financial strategies. The firm offers comprehensive planning, estate planning, tax planning, small business development, and succession planning services, with a stated focus on understanding clients' personal financial backgrounds and values to align plans with their individual goals. The firm emphasizes education and straightforward communication about personal finance concepts, and describes itself as engaged in money management and investment advisory services alongside planning work.

Oregon City, Oregon

Tallus Capital Management is an independent financial planning firm established in 2012 and based in the Portland metro area, serving individuals, families, retirees, and small businesses. The firm offers investment management, retirement planning, insurance analysis, and wealth management through a client-centered process that begins with cash flow assessment and personal goals rather than product recommendations. Its advisors include Jeff Pisan (CFP®, AAMS®) with over 20 years of experience and Anna Robbins (AAMS® with Series 7 and 66 registrations) with 15+ years in financial services, both emphasizing personalized strategy and ongoing client communication.

Portland, Oregon

Deschutes Investment Consulting, LLC. is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 12 Google reviews.

Portland, Oregon

TenBridge Partners is an investment advisory firm in Portland, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 22 Google reviews.

Portland, Oregon

Clarity Capital Management is an independent, fee-only financial advisory firm in Portland, Oregon that serves mid- and late-career professionals, families, and business owners locally and nationwide through virtual relationships. The firm offers financial planning, investment management, college planning, tax planning, retirement planning, risk management, and cash flow planning services on a fiduciary basis, with no commissions or proprietary product sales. Financial planning engagements begin at $1,500 for an initial fee and $4,000–$5,000 annually, while investment management fees range from 0.50% to 0.95% per year depending on portfolio size and complexity.

Portland, Oregon

Raymond James & Associates is an investment advisory firm in Portland, Oregon. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Portland, Oregon

Interactive Wealth Advisors is a fee-only registered investment advisor based in Portland, Oregon that serves busy professionals and executives in high-tech industries nationwide. The firm offers financial planning, investment management, tax planning, estate planning, and wealth management services through its PlanCycle90 process. As a fiduciary, the firm operates independently without insurance, real estate, or affiliate product relationships that could create conflicts of interest, and follows fee-only standards set by the National Association of Personal Financial Advisors.

Portland, Oregon

Insurance-Based

Northwestern Mutual - Portland is an insurance-based firm in Portland, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Portland, Oregon

Fee-Only Independent RIA

Vision Capital Management is an independent, employee-owned and majority women-owned registered investment adviser in Portland, Oregon that provides fee-only financial planning and investment management to clients nationwide. The firm's team includes multiple CFP®, CFA, and CDFA credentialed professionals who operate as fiduciaries and develop personalized investment strategies aligned with each client's goals, risk tolerance, and time horizons. Services encompass comprehensive financial planning, tax planning, estate planning, and charitable giving strategies, with planning services included in investment management fees. The firm emphasizes a client-centered approach with no commissions or proprietary product incentives.

Portland, Oregon

Wealth Enhancement Group is an investment advisory firm in Portland, Oregon. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Portland, Oregon

Marquam Capital is a Portland-based investment advisory firm that structures client relationships around long-term planning and consistent portfolio management. The firm guides clients through a three-phase process: understanding objectives, developing a customized plan, and implementing with ongoing review and adjustment. The firm constructs portfolios designed to match each client's risk tolerance and long-term comfort level, and offers the ability to incorporate environmental, social, and governance considerations or values-based investing approaches for clients who request them.

Roseburg, Oregon

Littlejohn Financial is an independent registered investment advisor in Roseburg, Oregon, offering financial planning, investment management, and estate planning services. The firm operates as a fiduciary with a team-based approach led by CFP David Littlejohn, alongside associate advisors and support staff. The firm emphasizes a three-step process—educating clients on financial concepts, developing customized strategies aligned with their goals, and implementing investment management—while maintaining independence from large firms and sales incentives.

Salem, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Salem, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Salem, Oregon

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salem, Oregon. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Salem, Oregon

Campbell Wealth Management is an investment advisory firm in Salem, Oregon. The firm specializes in Investment Management and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Salem, Oregon

Bain Wealth Management is an investment advisory firm in Salem, Oregon. Services include Financial Planning and Investment Management. The firm specializes in College Savings and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Salem, Oregon

Wealth Enhancement Group is an investment advisory firm in Salem, Oregon. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Salem, Oregon

RMJ Financial Partners, based in Salem, Oregon, offers financial planning services to individuals and families. Founded in 2007, the firm is led by Ryan Jones, who brings nearly 15 years of experience in insurance and financial services. The practice focuses on protecting family lifestyles, addressing major financial events such as education funding and retirement planning, and preparing clients for life transitions.

Salem, Oregon

Littlejohn Financial is an independent registered investment advisor in Salem, Oregon, offering financial planning and investment management services. The firm operates as a fiduciary with a team-based approach led by CFP® David Littlejohn, alongside associate advisors with investment and insurance expertise. The firm emphasizes client education, personalized strategy development, and done-for-you investment management while maintaining independence from large corporations and sales quotas.

Salem, Oregon

Collective Wealth Planning is a fee-only, fiduciary advisory firm in Salem, Oregon, serving Oregon Public Employees Retirement System members and retirees. The firm offers financial planning, investment management, and retirement planning services, with particular focus on tax-efficient strategies covering asset allocation, income planning, estate planning, and PERS-specific decisions. At least one principal holds the CFP® certification. The firm operates through flexible engagement models, including one-time planning sessions and ongoing advisory relationships, available in-person or virtually.

Tualatin, Oregon

Oswego Wealth Management provides financial planning and investment management to affluent families and business owners in the Tualatin area. The firm operates through a defined wealth management process that combines investment consulting, advanced planning, and relationship management, focusing on areas such as wealth preservation, tax mitigation, wealth transfer, asset protection, and charitable giving strategy. Led by a principal with deep community involvement in Lake Oswego, the firm works with a limited client base.

West Linn, Oregon

Independent RIA

True Path Capital Strategies is an independent registered investment adviser in West Linn, Oregon that provides financial planning and investment management services with a focus on retirement planning. The firm uses a structured four-phase process—learning about client values, developing an investment strategy, implementing systems, and ongoing portfolio management—and also addresses ancillary planning areas including annuities and long-term care. The firm emphasizes sustainable retirement income strategies and independent research to support client planning.