Find a Financial Planner in Douglas County, OR

 

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

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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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Douglas County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Douglas County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Douglas County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
30.3% of Douglas County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Douglas County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Douglas County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Douglas County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Douglas County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Oregon has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Douglas County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Douglas County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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.
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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