Find a Financial Advisor in Douglas County, OR

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Douglas 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 Douglas County, OR


  • Financial Advisor Close to Douglas 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 Douglas 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 Douglas County, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Douglas County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Douglas County, OR?

  • Population: 109,114
  • % of Population 62 Years and Over: 30.3%
  • Average Home Value: $214,800
  • Average Monthly Housing Cost: $824
  • Average Household Income: $63,042
  • 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 Douglas County, OR

 

ORCA INVESTMENT MANAGEMENT, LLC

Website

(541) 672-3469

2250 Aviation Drive
Suite 3
Roseburg, OR 97470

SEC#: 801-68050
Years in Business: 14 years

EDWARD D. JONES & CO., L.P.

Website

(541) 957-5225

2510 Nw Edenbower Blvd
Suite 136
Roseburg, OR 97471

SEC#: 801-3297
Years in Business: 58 years

 


Douglas County, OR Financial Advisor FAQs

The cost of a financial advisor varies wildly and depends on what kind of financial advisor you seek. A fee-only (or fiduciary) financial advisor will charge roughly $100/hour. Others may earn through commissions as well which is a certain percentage of the cost of product sold to clients.
It’s worthwhile to ask their experience with other investment traders, as each situation will be different. Examine what their area of expertise is if it aligns with your needs.
Yes, you do. Financial advisors can help with everything from choosing a bank account to evaluating debt and tax incentives for business owners. Financial advisors provide advice about investment opportunities, such as estimating an individual's retirement goals and how much money is needed to reach those goals.
Financial Advisors help people with their personal finances by providing financial advice in all areas of money management, including investment recommendations.