Find a Financial Advisor in Grants Pass, OR

 

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

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We Only Work With The Best Grants Pass Financial Advisors


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

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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 Grants Pass, OR


  • Financial Advisor Close to Grants Pass, 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 Grants Pass, 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 Grants Pass, OR

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

  • Population: 37,545
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $239,400
  • Average Monthly Housing Cost: $955
  • Average Household Income: $56,834
  • 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 Grants Pass, OR

 

WELCH INVESTMENT GROUP, LLC

Website

(541) 474-6616

313 Nw "A" Street

Grants Pass, OR 97527

SEC#: 801-111891
Years in Business: 4 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(312) 870-6701

509 Se 7th Street
2nd Floor
Grants Pass, OR 97526

SEC#: 801-79198
Years in Business: 7 years

 


Grants Pass, OR Financial Advisor FAQs

This person must fit into one of two categories: Either 1) They have the skillset and credentials to offer comprehensive personal finance management services OR 2) They're at least knowledgeable enough to offer good recommendations for qualified service providers you might not be aware of. If they fulfill either or both of these criteria, then do an interview with them before deciding -- ask about their approach, how much experience they have related to your needs, whether or not they charge fees for their services, questions related to security procedures etc.
A financial advisor combines a broad base of knowledge in diverse fields such as economics, law, investments and finance to guide their clients on how they should save, invest and spend their money.
Financial advisors typically get paid either through commissions, or via a 'fee-only' model in which the advisor is compensated for their advisory services by their clients.
It's important to find an advisor who can help you look beyond just traditional investments. Talk to them about lifestyle issues, the level of risk you are looking for, where your money is coming from and when it will be needed in retirement - this will give you a much better idea of what kind of investor they are. It's also really useful if they have investment-specific credentials, in order to know how educated in the field they are. Always pay attention to what kind of qualifications each potential adviser has before signing any contracts or handing over your finances.