Find a Financial Advisor in Eugene, OR

 

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

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We Only Work With The Best Eugene 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 Eugene, OR


  • Financial Advisor Close to Eugene, 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 Eugene, 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 Eugene, OR

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

  • Population: 168,302
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $294,200
  • Average Monthly Housing Cost: $1,134
  • Average Household Income: $72,070
  • 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 Eugene, OR

 

MARTIN CAPITAL PARTNERS, LLC

Website

(541) 636-4170

940 Willamette St, Suite 350
The Woolworth Building
Eugene, OR 97401

SEC#: 801-71360
Years in Business: 11 years

SITTNER & NELSON, LLC

Website

(541) 636-4001

497 Oakway Rd.
Suite 300
Eugene, OR 97401

SEC#: 801-119243
Years in Business: 1 years

ROEHL & YI INVESTMENT ADVISORS, LLC

Website

(541) 683-2085

450 Country Club Road
Suite 200
Eugene, OR 97401

SEC#: 801-56145
Years in Business: 22 years

44 WEALTH MANAGEMENT LLC

Website

(541) 359-0388

2350 Oakmont Way, Suite 104

Eugene, OR 97401

SEC#: 801-119064
Years in Business: 1 years

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Website

(541) 762-0300

101 East Broadway Suite 480

Eugene, OR 97401

SEC#: 801-72857
Years in Business: 10 years

MERRIMAN WEALTH MANAGEMENT, LLC

Website

(541) 683-2900

1400 Executive Parkway
Suite 110
Eugene, OR 97401

SEC#: 801-77544
Years in Business: 8 years

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Website

(541) 345-5669

256 Oakway Center

Eugene, OR 97401

SEC#: 801-32066
Years in Business: 33 years

AVANTAX ADVISORY SERVICES, INC.

Website

(541) 687-2320

260 Country Club Rd.
Ste 100
Eugene, OR 97401

SEC#: 801-29892
Years in Business: 34 years

AVANTAX ADVISORY SERVICES, INC.

Website

(541) 687-2320

260 Country Club Rd.
Ste 100
Eugene, OR 97401

SEC#: 801-29892
Years in Business: 34 years

 


Eugene, OR Financial Advisor FAQs

Yes. If you are not an expert in financial strategies, an advisor can help formulate your investment plan based on certain clauses that you set out to meet or leave behind. It is also critical to have their input when the time comes for you to enter retirement, because many people are unprepared for this event. Financial advisors work with individuals, businesses and families to address all aspects of one's finances so they can plan ahead. Whether it is saving for retirement, growing investments or meeting tax requirements, a financial advisor will have different types of plans tailored towards any individual's needs.
This is difficult to answer in broad terms because the cost will vary depending on factors such as location, experience, area of expertise, insurance needs, and personal factors.
Ideally, a financial advisor guides you through complex decisions. The best will provide guidance that both takes into account your entire financial situation and your specific objectives.
That's a difficult question to answer as many advisors offer different types of financial planning and services, as well as compensation models. In general, the more complicated the service or package an advisor offers you, the higher their fee will be. You should ask about these rates up front before agreeing to anything.