Find a Financial Planner in Jacksonville, OR

 

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

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We Only Work With The Best Jacksonville 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 Jacksonville, OR


  • Financial Advisor Close to Jacksonville, 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 Jacksonville 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 Jacksonville 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Jacksonville include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
46.1% of Jacksonville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Jacksonville area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Jacksonville area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Jacksonville area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Jacksonville 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 Jacksonville 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 is a good way to make high-interest debts more manageable. Advisors in the Jacksonville area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Jacksonville, 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 Jacksonville, OR

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

  • Population: 2,884
  • % of Population 62 Years and Over: 46.1%
  • Average Home Value: $556,800
  • Average Monthly Housing Cost: $1,021
  • Average Household Income: $86,369
  • 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 Jacksonville, OR


PFG INVESTMENTS, LLC

Website

(541) 973-2602

725 N. 5th Street,
Suite 200
Jacksonville, OR 97530

SEC#: 801-117949
Years in Business: 1 years

CUTLER INVESTMENT COUNSEL, LLC

Website

(541) 770-9000

525 Bigham Knoll

Jacksonville, OR 97530

SEC#: 801-62469
Years in Business: 17 years