Fiduciary advisors in Salem, OR

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

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

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.

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

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

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

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

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.