Find a Financial Advisor in Ashland, OR

 

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We did the hard work of finding trustworthy partners in Ashland, OR.

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We Only Work With The Best Ashland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Ashland, OR


  • Financial Advisor Close to Ashland, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Ashland, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ashland, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Ashland financial advisors.
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How Retirement-Friendly is Ashland, OR?

  • Population: 21,056
  • % of Population 62 Years and Over: 29%
  • Average Home Value: $436,000
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $83,500
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)



The Top Financial Advisor Firms in Ashland, OR

 

HARFST AND ASSOCIATES, INC.

Website

(541) 488-2634

1970 Ashland Street

Ashland, OR 97520

SEC#: 801-71661
Years in Business: 11 years

RETIREMENT PLANNING SPECIALISTS, INC.

Website

(541) 482-0138

645 A Street

Ashland, OR 97520

SEC#: 801-66205
Years in Business: 15 years

BUCKINGHAM STRATEGIC WEALTH, LLC

Website

(541) 488-3800

700 Mistletoe Road
Suite 205
Ashland, OR 97520

SEC#: 801-67640
Years in Business: 14 years

 


Ashland, OR Financial Advisor FAQs

An advisor would be perfect if you are in need of someone to teach you about the stock market, how much risk is right for your particular needs, or to help you invest.
Financial advisors often provide services ranging from investment advice and portfolio management, financial planning, advanced tax planning and accounting, retirement income planning and business succession, estate planning and life insurance counseling. So the cost will depend on what you need for your situation. The size of any advisor's firm can also make a big difference in their fees - from partner level at the larger firms who work directly with clients on high-profile deals to entry-level associates at smaller firms who do mostly administrative tasks or client support.
A financial advisor assists clients in meeting their financial goals. For some, this may mean providing asset allocation or insurance services.
The questions you ask your financial advisor will depend on the needs of your circumstances. The National Association of Personal Financial Advisors has forums for such discussion and credentials specific to areas such as retirement, college savings, insurance, and much more.