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TOP 30 Fiduciary financial advisor in Oregon
37 results found
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Darren Ford - Private Wealth Advisor, Ameriprise Financial Services, LLC
Darren Ford - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1700 Northwest Civic Drive, Gresham, Oregon, United States. The institution offers a range of services and certifications to ensure that clients receive expert financial advice tailored to their individual needs. Certifications available at Darren Ford - Private Wealth Advisor include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®.
Al Korb - Financial Advisor, Ameriprise Financial Services, LLC
Al Korb - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3536 Southwest Troy Street, Portland, Oregon, United States. They offer a range of certifications and designations to ensure their advisors are well-equipped to assist individuals with their financial needs. From the AAMS™ certification focusing on asset management to the AWMA℠ certification covering asset allocation and investment strategies, their advisors are trained to provide comprehensive financial advice. Additionally, they have experts with designations such as ADPA™ Accredited Domestic Partnership Advisor™, AEP® Estate Planner, AIF® Accredited Investment Fiduciary, and many more. Whether you are planning for retirement, estate planning, or need advice on investments, Al Korb - Financial Advisor, Ameriprise Financial Services, LLC has advisors with the expertise to help you navigate your financial goals.
Victory Financial Planning - Registered Investment Advisor
Victory Financial Planning is a Registered Investment Advisor located in Tigard, Oregon. Our mission is to prioritize our clients' needs and provide warm, insightful guidance for their financial future. Our experienced and Accredited Investment Fiduciary team is dedicated to creating personalized portfolios aligned with your goals and risk tolerance. We believe in building long-term relationships with our clients, offering ongoing support and adjustments as life evolves. Our founder, Mary Moose, understands the unique financial concerns of women and provides personalized advice from an intimate perspective. With over 24 years of experience, we offer a range of services including retirement planning, investment strategies, tax planning, and estate coaching. As a Fiduciary Standard firm, we prioritize transparency and always act in the best interest of our clients.
CLS Financial Advisors
CLS Financial Advisors is a finance institution located at 9700 Southwest Capitol Highway in Portland, Oregon, United States. Specializing in investments, tax planning, and retirement planning, we offer holistic and proactive financial advice to help grow your wealth and support your financial well-being. As fee-only financial advisors, we prioritize your goals and collaborate with you to reach them. Our technical expertise and hands-on approach make managing your money and investments easier. Whether you're planning your next big life adventure or aiming to reach your financial goals, we are here every step of the way. Trust in us as fiduciaries to always put your interests first. Let us help you make your dreams a reality with our personalized financial and investment planning services in beautiful Portland, Oregon.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 8050 Southwest Pfaffle Street in Tigard, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment strategies. With a commitment to personalized service and a focus on long-term success, Mariner Wealth Advisors is trusted by individuals, families, and businesses alike to provide tailored solutions that meet their unique financial goals. Contact us today to learn more about how we can help you secure your financial future.
Etesian Wealth Advisors, Inc
Etesian Wealth Advisors, Inc. is a boutique finance advisory firm located at 1969 Willamette Falls Drive in West Linn, Oregon, United States. Our firm prides itself on providing personalized partnerships that prioritize your financial goals. As a fiduciary, we make decisions solely based on your best interests, without any commission bias. Our team is dedicated to creating comprehensive financial plans that offer comfort, confidence, and peace of mind. Visit us at Suite 200 to start planning for your financial future today.
Skyline Financial Northwest
Skyline Financial Northwest, located at 2121 Southwest Broadway in Portland, Oregon, is a finance institution that offers comprehensive financial planning services. By aligning your values and goals with your financial resources, they help explore everything from cash flows to retirement to tax planning. With a focus on data-informed investment management and ongoing financial planning, they work as partners to steward your goals and assets onward and upward. Skyline Financial is independent and not affiliated with any banks, insurance companies, brokerage firms, or other financial institutions, providing transparent and unbiased advice. As a fiduciary, they prioritize the interests of their clients above all else and are compensated solely by their clients, without accepting commissions or referral fees.
MCS Family Wealth Advisors
MCS Family Wealth Advisors is a fee-only financial planner located at 79 Centennial Loop in Eugene, Oregon. With over 30 years of experience, we specialize in providing financial planning, retirement planning, and investment management services to high net worth clients. As a Registered Investment Adviser with the Securities and Exchange Commission, our sole focus is on building strong investment strategies that benefit our clients. Our team of fiduciary financial advisors in Bend and Eugene, Oregon, operate with the highest standard of care and are dedicated to serving our clients' best interests. Contact us for portfolio stress testing and personalized financial planning services.
DuPont Financial Group
DuPont Financial Group is a well-established institution located at 447 Ferry Street Southeast in Salem, Oregon, United States. Specializing in finance, health, and insurance services, DuPont Financial Group offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing personalized and comprehensive financial planning and insurance coverage to help individuals and businesses achieve their goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, DuPont Financial Group is committed to delivering top-notch services and support to ensure your financial well-being.
Capstone Wealth Advisors
Capstone Wealth Advisors is a premier financial institution located in Salem, Oregon. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Capstone Wealth Advisors is here to provide expert guidance and support. Visit us at 2005 Madrona Avenue Southeast to learn how we can help you secure your financial future.
The Gescher Herber Group at TRUE Private Wealth Advisors
The Gescher Herber Group at TRUE Private Wealth Advisors is a renowned finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Gescher Herber Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you make informed financial decisions.
Rogue Advisors
Rogue Advisors, located at 1246 Northeast 7th Street in Grants Pass, Oregon, is a finance institution that offers fully transparent, fee-only fiduciary services with no commissions or quotas. Their goal is to help clients reach their financial goals through comprehensive financial planning and investment management. The institution strives to simplify the financial planning and investing process, providing peace of mind through data-backed advice and personalized asset allocation based on individual risk tolerance and goals. Rogue Advisors is a uniquely designed financial advisor firm near the famous Rogue River in Grants Pass. They emphasize understanding clients' goals and values to provide tailored financial methods and personal assistance. The institution's mission is to help clients maximize their financial potential and achieve generational wealth with expert guidance and optimized investment strategies.
HFG Advisors
HFG Advisors, located at 727 Southeast Cass Avenue in Roseburg, Oregon, is a finance institution dedicated to helping individuals create a roadmap for their financial future. Led by experienced professionals Rick Prime, CFP®, and Nicholas Hengl, EA, HFG Advisors offers personalized financial planning services tailored to each client's unique needs. With nearly five decades of experience, the firm specializes in retirement and financial planning, providing clients with the knowledge and tools needed for success. As a fee-only and fiduciary firm, HFG Advisors prioritizes the best interests of their clients, guiding them towards a path of financial security and success. Whether you are looking to plan for retirement, manage investments, or organize your financial life, HFG Advisors is here to help you every step of the way. Contact us today to start creating a brighter financial future.
oneriver financial
OneRiver Financial is a fiduciary institution located in Clackamas, Oregon, United States. Our legal duty is to prioritize your needs, ensuring that your best interests are always at the forefront. We understand that everyone's wealth journey is unique, which is why we offer personalized wealth management services that go beyond just investment advice. Our team is dedicated to aligning your personal goals, values, and future wishes with your financial plan, ensuring that every decision made is deliberate and disciplined. We aim to alleviate the stress of financial uncertainty and help you create a solid plan for your financial future.
True North Retirement Advisors
True North Retirement Advisors, located at 10151 Southeast Sunnyside Road in Clackamas, Oregon, is a finance institution dedicated to helping individuals make important retirement and financial decisions. Whether you need assistance with retirement planning, business exit strategies, 401(k) plans, investment management, or personal financial planning, True North Retirement Advisors has the expertise to guide you. With a team of experienced professionals, including Certified Exit Planners, estate planners, lawyers, and CPAs, the institution offers personalized services tailored to your unique needs. As a fiduciary, True North Retirement Advisors always prioritizes your best interests and provides a transparent, trustworthy environment for discussing your financial future. Founded by father and daughter team David Wilson and Ashley Micciche, True North Retirement Advisors aims to connect with clients on a personal level, free from the constraints of larger firms. Whether you are planning for retirement or strategizing for your business's future, True North Retirement Advisors is here to help you navigate the complex world of finance with confidence and peace of mind.
Potter Fiduciary Services Inc
Potter Fiduciary Services Inc is a reputable accounting and finance institution located at 6420 South Macadam Avenue in Portland, Oregon, United States. With a team of experienced professionals, they provide a range of fiduciary services including financial planning, investment management, and estate planning. Clients can trust Potter Fiduciary Services Inc to handle their financial matters with integrity and expertise.
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Erin Dwyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16037 Southwest Upper Boones Ferry Road, Portland, Oregon, United States. The institution offers a range of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution aims to provide comprehensive financial planning and wealth management services to individuals and businesses, with a focus on ethical and professional standards. Erin Dwyer is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity.
Pave Advisory Team - Ameriprise Financial Services, LLC
Pave Advisory Team - Ameriprise Financial Services, LLC is a finance institution located at 600 Northwest Naito Parkway in Portland, Oregon, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to get started. They offer seminars on various financial topics and are named one of the Most Trusted Wealth Management Companies. Ameriprise Financial advisors are registered in certain U.S. states. The institution emphasizes one-to-one financial advice and exceptional client service. They cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the team will reach out to them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Jeff Marshall - Financial Advisor, Ameriprise Financial Services, LLC
Jeff Marshall is a Financial Advisor at Ameriprise Financial Services, LLC located at 1800 Blankenship Road, West Linn, Oregon, United States. Jeff holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing tailored financial advice to individuals, retirees, small business owners, and high net worth clients, Jeff offers a range of services including retirement planning, investment strategies, and risk management. Jeff is committed to upholding a code of ethics and continuing education to ensure he provides the highest level of service to his clients.
McKenzie Wealth Management - UBS Financial Services Inc.
McKenzie Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 450 Country Club Road in Eugene, Oregon, United States. With a strong reputation for providing top-tier financial services, they offer personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering expert advice and guidance to individuals and businesses seeking to grow and protect their assets. Whether you are looking to invest, plan for retirement, or secure your financial future, McKenzie Wealth Management - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.
Jorge Martinez - Ameriprise Financial Services, LLC
Jorge Martinez - Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast, Salem, Oregon, United States. The institution offers a range of certifications and designations to its advisors, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs. The institution aims to provide comprehensive and specialized financial services to individuals, retirees, small business owners, high net worth clients, and those with unique financial planning requirements.
Merrill Lynch Financial Advisor Geoffrey Creighton
Merrill Lynch Financial Advisor Geoffrey Creighton is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial advice and guidance, clients can trust Geoffrey Creighton and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Geoffrey Creighton is dedicated to helping you achieve your financial goals.
Lang Wealth Management - UBS Financial Services Inc.
Lang Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 805 Southwest Broadway in the vibrant city of Portland, Oregon, United States. With a team of experienced financial advisors and wealth management experts, Lang Wealth Management offers a range of services to help clients achieve their financial goals. From investment planning to retirement strategies, the institution provides personalized solutions tailored to each client's unique needs. With a commitment to transparency and integrity, Lang Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families build and protect their wealth for the long term.
The Diamond Peak Group - Morgan Stanley
The Diamond Peak Group at Morgan Stanley is a leading financial institution located at 4285 Commercial Street Southeast in Salem, Oregon, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to help. With a focus on integrity, transparency, and excellence, The Diamond Peak Group at Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.
Cordant Wealth Partners
Cordant Wealth Partners is a finance institution located in the heart of Portland, Oregon. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. With a focus on transparency, integrity, and client satisfaction, Cordant Wealth Partners is committed to providing top-notch financial guidance to our clients. Visit us at 1211 Southwest 5th Avenue to learn more about how we can help you secure your financial future.
Jason Smith at Buckingham Strategic Wealth
Jason Smith at Buckingham Strategic Wealth is a finance institution located at 202 Oak Street in Hood River, Oregon, United States. The Hood River team is committed to bringing purpose to the financial planning process for individuals and families. With a focus on comprehensive financial needs throughout all stages of clients' careers, they offer personalized wealth planning and evidence-driven investment strategies to create a secure environment for open communication about financial dreams and concerns. As fiduciary advisors, the team at Jason Smith at Buckingham Strategic Wealth specializes in a wide range of wealth management services primarily for households in the Pacific Northwest. Their approach is centered on exploring clients' goals, building evidence-backed financial plans, and collaboratively putting those plans into action. They believe in always doing what is best and right for their clients.
Karen Smith at Buckingham Strategic Wealth
Karen Smith at Buckingham Strategic Wealth, located at 202 Oak Street in Hood River, Oregon, is a finance institution dedicated to bringing purpose to the financial planning process for you and your family. The team in Hood River focuses on the comprehensive financial needs of clients through all stages of their careers and beyond, combining personalized wealth planning with an evidence-driven investment strategy to create a secure environment for clients to communicate their financial dreams and concerns. As fiduciary advisors, the team specializes in a broad offering of wealth management services primarily in the Pacific Northwest. With years of experience and resources, they carefully manage clients' financial realities upfront and through the years. Download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Attend interactive webinars with Buckingham's Chief Planning Officer Jeffrey Levine to learn strategies for retirement preparation and stay informed on topics like the performance of the U.S. market relative to other asset classes and the potential impacts of elections on sectors and industries.
Clarity Capital Management, LLC
Clarity Capital Management, LLC is an independent fee-only financial planning and investment management firm located in Portland, Oregon. Our mission is to provide clear, objective financial advice to individuals, families, and businesses, free from conflicts of interest. As a fee-only firm, we are commission-free and only receive compensation directly from our clients. We work as fiduciaries, always acting in our clients' best interests. Our services are tailored to help mid and late-career professionals, Gen X and Gen Y clients, achieve financial confidence and independence. We offer evidence-based investment management, personalized to your goals, risk tolerance, and time horizon. We can help you plan for college expenses, reduce income taxes, manage retirement income, protect against risks, and meet your financial goals.
The H Group, Inc.
The H Group, Inc. is a finance institution located at 3395 Southwest Garden View Avenue in Portland, Oregon, United States. Our team of advisors are highly credentialed, experienced CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries. We are dedicated to earning our clients' trust through our comprehensive, lifelong financial planning process. Our senior advisors are all CERTIFIED FINANCIAL PLANNER™ professionals, ensuring the highest level of expertise. As an independent firm, we are not influenced by a parent company and do not sell commissionable products. We act as fiduciaries, always putting our clients' best interests first. Our fee-only structure ensures transparency and alignment with our clients' goals. We prioritize open communication and advocacy for our clients, serving as their constant guide and problem-solving partner. Community involvement is important to us, as we believe in growing financial success right at home. Our advisors take pride in serving their local communities and encourage team members to do the same. Let us walk alongside you to gain clarity and achieve your financial goals.
FMT Solutions
FMT Solutions is an educational marketing system designed for fiduciary investment advisors located at 10260 Southwest Greenburg Road in Portland, Oregon. Our courses are tailored to market areas exclusively for advisors, helping you connect with affluent investors who are appointment-ready. We handle direct mail and digital marketing, as well as RSVP management, so you can focus on building trust with qualified prospects. Our 1:1 coaching and tools will help you master the classroom and convert attendees into clients. With our proven sources of client acquisition, you can position yourself as a subject matter expert and improve the quality of potential clients in your funnel. Many financial advisors have seen great success using our platform, adding millions in assets under management and building lasting relationships with clients through education. Join FMT Solutions and see the results for yourself!
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