Find a Financial Advisor in McMinnville, OR

 

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

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We Only Work With The Best McMinnville 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 McMinnville, OR


  • Financial Advisor Close to McMinnville, 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 McMinnville, 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 McMinnville, OR

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

  • Population: 34,010
  • % of Population 62 Years and Over: 22%
  • Average Home Value: $260,600
  • Average Monthly Housing Cost: $1,061
  • Average Household Income: $77,300
  • 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 McMinnville, OR

 

FINLEY FINANCIAL, LLC

Website

(503) 474-3535

1709 Ne 27th Street
Suite B
Mcminnville, OR 97128

SEC#: 801-110657
Years in Business: 4 years

HEADWATER INVESTMENT CONSULTING,INC.

Website

(503) 565-2100

408 Se 1st St.

Mcminnville, OR 97128

SEC#: 801-64965
Years in Business: 15 years

EDWARD D. JONES & CO., L.P.

Website

(503) 472-0444

715 Northwest Adams St

Mcminnville, OR 97128

SEC#: 801-3297
Years in Business: 57 years

 


McMinnville, OR Financial Advisor FAQs

The cost of a financial advisor depends on the individual being advised. The needs and amount of assets being used as well as the complexity of a financial situation will all impact how pricey a financial advisor can be. When someone feels that they require professional advice, it is to their advantage to find an adviser who matches their budget.
A financial advisor gives you general information on how finances work and may recommend certain tools, but they do not provide personal information about your assets or investments.
A potential client should ask about their investment philosophy, what level of risk they can tolerate, how often the advisor talks to them about their investments for feedback purposes, what qualifications the advisor has with passing regulations in place for financial advisors with Finra (the Financial Industry Regulatory Authority) and if there are any conflicts of interest.
This is not an easy question to answer, as every individual has their own needs and interests. One of the first things you should do is see if there are any financial advisors in your area that specialize in what you're looking for. You can find these by searching financial advisors near me or personal finance experts.