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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

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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

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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

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3. Aldrich Wealth

Location: 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035
Phone: 503-620-5329
Website: Aldrich Wealth

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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

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4. Guiding Financial, LLC

Location: 885 Lancaster Dr. SE, Suite C, Salem, OR 97317
Phone: 503-370-9003
Website: Guiding Financial

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

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 Email Services Offered Review Highlight
Capstone Wealth Advisors 2005 Madrona Avenue SE, Salem, OR 97302 503-967-1980 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 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 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 Investment Advice, Tax Planning, Insurance, Estate Planning, Cash Flow “Empathetic advice and empowerment post-divorce.” – Yelp Reviewer
Zoe Financial Online 646-680-9244 Retirement, Investing, Family, Estate, Tax Strategy, Debt Management “Top 5% of advisors with fiduciary duty.” – Zoe Financial Client
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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.

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