Best Financial Advisors in Oregon
Finding the right financial advisor can be a daunting task, especially with so many options available. Whether you’re looking for help with retirement planning, tax optimization, or simply managing your investments, it’s important to choose someone who understands your unique financial situation and goals. Here’s a detailed guide to some of the best financial advisors in Oregon, complete with contact information, services offered, and reviews to help you make an informed decision.
1. Capstone Wealth Advisors
Location: 2005 Madrona Avenue SE, Salem, OR 97302
Phone: 503-967-1980
Website: Capstone Wealth Advisors
Email: bluewater-management@gmail.com
-Services Offered:
- Retirement and education planning
- Estate planning
- Tax management
- Investment advisory services
Fee Structure:
- Percentage of assets under management
- Hourly charges
- Fixed fees
Review Highlight: “Capstone Wealth Advisors helped me understand my risk tolerance and choose investments accordingly. Their all-inclusive fee structure was very transparent and manageable.” – Yelp Reviewer
2. JGC Wealth Management
Location: 3085 River Road N., Salem, OR 97303
Phone: 503-304-9248
Website: JGC Wealth Management
Email: bluewater-asset@gmail.com
-Services Offered:
- Education planning
- Estate planning
- Budgeting and cash flow planning
- Debt management
- Retirement planning
Fee Structure:
- Percentage of assets under management
- Hourly charges
- Fixed fees
Account Minimum: $100,000
Review Highlight: “JGC Wealth Management provided exceptional tax optimization strategies that significantly reduced my tax liabilities. Their comprehensive planning made me feel confident about my financial future.” – Yelp Reviewer
3. Aldrich Wealth
Location: 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035
Phone: 503-620-5329
Website: Aldrich Wealth
Email: info@aldrichwealth.com
-Services Offered:
- Financial planning
- Pension consulting
- Tax services
- Budgeting and financial planning post-divorce
Fee Structure:
- Percentage of assets under management
- Hourly charges
- Fixed fees
Review Highlight: “Aldrich Wealth was particularly helpful for me as a young professional. They guided me through my 401(k) contributions and helped me set realistic financial goals for buying a home.” – Yelp Reviewer
-4. Guiding Financial, LLC
Location: 885 Lancaster Dr. SE, Suite C, Salem, OR 97317
Phone: 503-370-9003
Website: Guiding Financial
Email: bluewater-management@gmail.com
Services Offered:
- Investment advice
- Tax planning
- Insurance
- Estate planning
- Cash flow management
Fee Structure:
- Hourly charges
- Fixed fees
Review Highlight: “Guiding Financial has been wonderful in helping me navigate my finances post-divorce. They provided clear, empathetic advice and made me feel empowered about my financial decisions.” – Yelp Reviewer
5. Zoe Financial Advisors
Website: Zoe Financial
Contact: Find My Advisor
Phone: 646-680-9244
Email: support@zoefin.com
Services Offered:
- Retirement planning
- Investing
- Family planning
- Estate planning
- Tax strategy
- Debt management
Review Highlight: “Zoe Financial’s vetting process is thorough, ensuring you only work with the top 5% of advisors. Their focus on fiduciary duty means they always act in your best interest.” – Zoe Financial Client
Table of Financial Advisors in Oregon
| Advisor | Location | Phone | Services Offered | Review Highlight | |
|---|---|---|---|---|---|
| Capstone Wealth Advisors | 2005 Madrona Avenue SE, Salem, OR 97302 | 503-967-1980 | bluewater-management@gmail.com | Retirement, Education, Estate Planning, Tax Management | “Helped me understand risk tolerance and choose investments.” – Yelp Reviewer |
| JGC Wealth Management | 3085 River Road N., Salem, OR 97303 | 503-304-9248 | bluewater-asset@gmail.com | Education, Estate, Budgeting, Debt, Retirement Planning | “Exceptional tax optimization strategies.” – Yelp Reviewer |
| Aldrich Wealth | 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035 | 503-620-5329 | info@aldrichwealth.com | Financial Planning, Pension Consulting, Tax Services | “Guided me through 401(k) contributions and financial goals.” – Yelp Reviewer |
| Guiding Financial, LLC | 885 Lancaster Dr. SE, Suite C, Salem, OR 97317 | 503-370-9003 | bluewater-management@gmail.com | Investment Advice, Tax Planning, Insurance, Estate Planning, Cash Flow | “Empathetic advice and empowerment post-divorce.” – Yelp Reviewer |
| Zoe Financial | Online | 646-680-9244 | support@zoefin.com | Retirement, Investing, Family, Estate, Tax Strategy, Debt Management | “Top 5% of advisors with fiduciary duty.” – Zoe Financial Client |
Conclusion
Choosing the right financial advisor is crucial for achieving your financial goals. Whether you need help with retirement planning, tax strategies, or investment advice, these top financial advisors in Oregon offer a range of services tailored to meet your needs. With their expertise and client-focused approach, you can confidently navigate your financial future.