Find a Financial Advisor in Jackson County, OR

 

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

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We Only Work With The Best Jackson 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 Jackson County, OR


  • Financial Advisor Close to Jackson 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 Jackson 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 Jackson County, OR

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

  • Population: 216,574
  • % of Population 62 Years and Over: 26%
  • Average Home Value: $289,200
  • Average Monthly Housing Cost: $1,038
  • Average Household Income: $72,849
  • 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 Jackson County, OR

 

CONDOR WEALTH MANAGEMENT, LLC

Website

(541) 608-0551

1020 E. Jackson Street

Medford, OR 97504

SEC#: 801-119834
Years in Business: 0 years

KOENIG INVESTMENT ADVISORY, LLC

Website

(541) 608-0551

1020 E Jackson St

Medford, OR 97504

SEC#: 801-77874
Years in Business: 8 years

FIDELIS IM

Website

(541) 770-1311

3551 E. Barnett Road
Suite 107
Medford, OR 97504

SEC#: 801-118351
Years in Business: 1 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(541) 772-4008

950 Town Centre Drive

Medford, OR 97504

SEC#: 801-71546
Years in Business: 11 years

UMPQUA INVESTMENTS, INC.

Website

(541) 772-6826

1211 E. Mcandrews Road, 2nd Floor

Medford, OR 97504

SEC#: 801-67179
Years in Business: 15 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(541) 772-4008

950 Town Centre Drive

Medford, OR 97504

SEC#: 801-71546
Years in Business: 11 years

M GROUP INVESTMENT ADVISOR, LLC

Website

(541) 708-1922

3126 State Street, Ste 107

Medford, OR 97504

SEC#: 801-119994
Years in Business: 0 years

M GROUP INVESTMENT ADVISOR, LLC

Website

(541) 708-1922

3606 Calle Vista Way

Medford, OR 97504

SEC#: 801-119994
Years in Business: 0 years

SKYOAK CAPITAL, INC.

Website

(541) 779-4446

920 Town Centre Drive

Medford, OR 97504

SEC#: 801-118745
Years in Business: 1 years

 


Jackson County, OR Financial Advisor FAQs

This can vary significantly from clients to clients depending on their individual situation and the services they need from an advisor at any given time.
One of the most important questions to ask when hiring a financial advisor is whether or not they are registered with either FINRA or SIPC. Registration means that the advisor has undergone some form of training and passed a test proving they have sufficient knowledge in order to advise people on their finances.
Financial advisors make sure that investors comply with applicable laws and provide sound advice based on their profession's expertise in investment portfolios, securities regulation, accounting principles and other related disciplines. In the end it boils down to personalized services provided by professionals who have been educated in what they do.
Financial advisors need to analyze your financial position and come up with a tangible plan that best meets your investment objectives. The advisor will then implement this strategy by providing you with individualized guidance on how to transact in today's complex markets.