OR · Salem

Fiduciary advisors in Salem, OR

8 advisors with offices in Salem. Credentials, fee structures, and minimums are disclosed on each listing.

8 listed

8 results in Salem

Bain Wealth Management

Salem, Oregon

College Savings Investment Management Wealth Management

Bain Wealth Management, based in Salem, Oregon, provides financial planning and investment management services. The firm specializes in college savings, investment management, and wealth management. It serves clients in English and holds a 5-star rating on Google.

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Campbell Wealth Management

★5.0(8)

Salem, Oregon

CFP

Investment Management Wealth Management

Campbell Wealth Management, based in Salem, Oregon, provides investment management and wealth management services. The firm holds CFP credentials and operates in English. With a 5-star rating across 8 Google reviews, the firm serves clients seeking professional financial guidance.

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Collective Wealth Planning

Salem, Oregon

Retirement Planning

Collective Wealth Planning is a financial planning firm located in Salem, Oregon. The firm provides financial planning, investment management, and retirement planning services. They work with clients primarily in English.

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Littlejohn Financial

★5.0

Salem, Oregon

Littlejohn Financial, based in Salem, Oregon, offers financial planning and investment management services. The firm conducts business in English.

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Merrill Lynch Wealth Management

★1.0(1)

Salem, Oregon

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse-based firm located in Salem, Oregon, offering financial planning and investment management services. The firm provides wealth management and investment management specialties to clients in the region.

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Northwestern Mutual

★3.7(3)

Salem, Oregon

Insurance-Based

Insurance Planning

Northwestern Mutual in Salem, Oregon provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates as an insurance-based advisor. Google reviews rate the firm at 3.7 stars across three customer ratings

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Ryan Jones, RMJ Financial Partners - RMJ Financial Partners

Salem, Oregon

Ryan Jones and RMJ Financial Partners in Salem, Oregon provide financial planning services. Specific details about service areas, fee arrangements, and team credentials are not available.

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Wealth Enhancement Group

★4.5(2)

Salem, Oregon

Wealth Enhancement Group is a financial planning and investment management firm based in Salem, Oregon. The firm provides financial planning and investment management services to clients in the area. More detailed information about service specialties, fee structures, and advisor credentials is not currently available.

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Financial advisors in Salem, Oregon

Advisors serving Salem specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Oregon's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Oregon advisors

Bain Wealth Management

Campbell Wealth Management

Collective Wealth Planning

Littlejohn Financial

Merrill Lynch Wealth Management

Northwestern Mutual

Ryan Jones, RMJ Financial Partners - RMJ Financial Partners

Wealth Enhancement Group

Financial advisors in Salem, Oregon

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