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Oregon

Financial Advisors in Oregon

Find the best financial advisors in Oregon. Compare ratings, reviews, and experience across all cities in Oregon. Free to browse.

49 professionals across 7 cities

Browse by City in Oregon

BeavertonBendEugeneGreshamHillsboroPortlandSalem
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Meridian Wealth Strategies - Hillsboro, Oregon

Hillsboro, Or
5.0(162 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
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Clarity Wealth Management - Salem, Oregon

Salem, Or
5.0(157 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
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Summit Wealth Partners - Eugene, Oregon

Eugene, Or
5.0(112 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
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Homebuyer Wealth Advisors - Portland, Oregon

Portland, Or
4.9(132 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
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Clarity Wealth Management - Portland, Oregon

Portland, Or
4.9(112 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
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Cornerstone Financial Group - Eugene, Oregon

Eugene, Or
4.9(81 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
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Milestone Financial Planning - Gresham, Oregon

Gresham, Or
4.9(72 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
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Meridian Wealth Strategies - Portland, Oregon

Portland, Or
4.9(57 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
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Milestone Financial Planning - Hillsboro, Oregon

Hillsboro, Or
4.8(79 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
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Clarity Wealth Management - Beaverton, Oregon

Beaverton, Or
4.8(41 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
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Clarity Wealth Management - Eugene, Oregon

Eugene, Or
4.8(25 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
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Anchor Financial Advisors - Portland, Oregon

Portland, Or
4.7(128 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
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Anchor Financial Advisors - Salem, Oregon

Salem, Or
4.7(80 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
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Milestone Financial Planning - Eugene, Oregon

Eugene, Or
4.7(34 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
H

Homebuyer Wealth Advisors - Gresham, Oregon

Gresham, Or
4.6(157 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
H

Homebuyer Wealth Advisors - Eugene, Oregon

Eugene, Or
4.6(147 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
M

Milestone Financial Planning - Bend, Oregon

Bend, Or
4.6(113 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
C

Cornerstone Financial Group - Bend, Oregon

Bend, Or
4.6(77 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
H

Homebuyer Wealth Advisors - Bend, Oregon

Bend, Or
4.6(42 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
A

Anchor Financial Advisors - Eugene, Oregon

Eugene, Or
4.6(21 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
S

Summit Wealth Partners - Salem, Oregon

Salem, Or
4.5(49 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
M

Meridian Wealth Strategies - Salem, Oregon

Salem, Or
4.5(22 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
S

Summit Wealth Partners - Hillsboro, Oregon

Hillsboro, Or
4.4(143 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
H

Homebuyer Wealth Advisors - Hillsboro, Oregon

Hillsboro, Or
4.4(91 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
M

Meridian Wealth Strategies - Gresham, Oregon

Gresham, Or
4.4(75 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
M

Meridian Wealth Strategies - Eugene, Oregon

Eugene, Or
4.4(15 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
A

Anchor Financial Advisors - Bend, Oregon

Bend, Or
4.3(43 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
M

Meridian Wealth Strategies - Bend, Oregon

Bend, Or
4.3(42 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
H

Homebuyer Wealth Advisors - Salem, Oregon

Salem, Or
4.3(18 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
A

Anchor Financial Advisors - Beaverton, Oregon

Beaverton, Or
4.2(181 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
C

Clarity Wealth Management - Bend, Oregon

Bend, Or
4.2(161 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
C

Cornerstone Financial Group - Portland, Oregon

Portland, Or
4.1(177 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
M

Meridian Wealth Strategies - Beaverton, Oregon

Beaverton, Or
4.1(158 reviews)

Independent RIA providing objective financial advice on real estate investments, primary home purchases, and mortgage optimization strategies.

CallWebsite
C

Cornerstone Financial Group - Gresham, Oregon

Gresham, Or
4.1(143 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
C

Cornerstone Financial Group - Hillsboro, Oregon

Hillsboro, Or
4.1(107 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
C

Clarity Wealth Management - Hillsboro, Oregon

Hillsboro, Or
4.1(82 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
S

Summit Wealth Partners - Bend, Oregon

Bend, Or
4.0(129 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
M

Milestone Financial Planning - Salem, Oregon

Salem, Or
4.0(124 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
S

Summit Wealth Partners - Portland, Oregon

Portland, Or
4.0(82 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
C

Cornerstone Financial Group - Salem, Oregon

Salem, Or
4.0(66 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
S

Summit Wealth Partners - Beaverton, Oregon

Beaverton, Or
4.0(16 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite
C

Cornerstone Financial Group - Beaverton, Oregon

Beaverton, Or
3.9(106 reviews)

Comprehensive financial planning including homebuying strategy, mortgage selection, and long-term wealth building. Fiduciary advisors who put your interests first.

CallWebsite
M

Milestone Financial Planning - Beaverton, Oregon

Beaverton, Or
3.9(103 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
A

Anchor Financial Advisors - Gresham, Oregon

Gresham, Or
3.9(95 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
C

Clarity Wealth Management - Gresham, Oregon

Gresham, Or
3.9(29 reviews)

Independent financial advisors with deep expertise in real estate decisions. We help clients evaluate opportunity cost, leverage, and tax implications of homeownership.

CallWebsite
H

Homebuyer Wealth Advisors - Beaverton, Oregon

Beaverton, Or
3.8(157 reviews)

CFP-certified financial planners specializing in real estate as part of your wealth strategy. We model rent vs buy scenarios, mortgage payoff strategies, and investment alternatives.

CallWebsite
M

Milestone Financial Planning - Portland, Oregon

Portland, Or
3.8(120 reviews)

Fee-only financial advisors helping first-time buyers and move-up buyers make confident decisions. We analyze your complete financial picture before you commit to a purchase.

CallWebsite
A

Anchor Financial Advisors - Hillsboro, Oregon

Hillsboro, Or
3.8(91 reviews)

Certified financial planners specializing in helping renters evaluate the true cost of buying. We run detailed 10-year projections to inform your rent vs buy decision.

CallWebsite
S

Summit Wealth Partners - Gresham, Oregon

Gresham, Or
3.8(27 reviews)

Holistic financial planning for families navigating major real estate decisions. We integrate housing costs into your retirement and investment planning.

CallWebsite

Finding the Best Financial Advisors in Oregon

Whether you are buying, selling, or renting in Oregon, working with the right financial advisors can make a significant difference in your outcome. Oregon has a diverse real estate market spanning major metros, suburban communities, and rural areas — each with its own pricing dynamics and local expertise.

Use our directory to compare financial advisors across all cities in Oregon. Filter by city to find local experts, or browse statewide to compare ratings and experience. All listings are free to browse.

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