Find a Financial Advisor in Deschutes County, OR

 

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

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We Only Work With The Best Deschutes County 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 Deschutes County, OR


  • Financial Advisor Close to Deschutes County, 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 Deschutes County, 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 Deschutes County, OR

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

  • Population: 186,251
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $374,300
  • Average Monthly Housing Cost: $1,289
  • Average Household Income: $86,719
  • 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 Deschutes County, OR

 

INTERVEST INTERNATIONAL, INC.

Website

(503) 524-5565

53592 Wildriver Way

La Pine, OR 97739

SEC#: 801-66615
Years in Business: 15 years

 


Deschutes County, OR Financial Advisor FAQs

It depends. The investment you are investing in, the size of the portfolio, how many hours per week they are expected to work, and others all play a role in determining an advisor's cost.
When interviewing a prospective financial advisor, it is important to ask about their fee structure and to find out how they plan on paying themselves.
Especially if you have a large net worth and you want to make sure you are handling it properly, it will be best to employ a financial advisor for guidance. A financial advisor can help with things such as setting up educational plans, retirement plans, and estate plans.
A financial advisor typically takes your information and creates a plan that includes steps you can take to achieve your financial goals. They might be able to set up retirement plans, investments, and other assets for you.