Find a Financial Advisor in Oregon City, OR

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Oregon City 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 Oregon City, OR


  • Financial Advisor Close to Oregon City, 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 Oregon City, 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 Oregon City, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Oregon City financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Oregon City, OR?

  • Population: 36,492
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $362,300
  • Average Monthly Housing Cost: $1,559
  • Average Household Income: $89,376
  • 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 Oregon City, OR

 

CASCADE INVESTMENT ADVISORS, INC.

Website

(503) 417-1950

503 High Street

Oregon City, OR 97045

SEC#: 801-62891
Years in Business: 17 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(503) 344-6568

1017 Molalla Ave
Suite 5
Oregon City, OR 97045

SEC#: 801-66892
Years in Business: 15 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 655-4505

2895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 655-4505

2895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 655-4505

2895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045

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

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(503) 344-6568

1017 Molalla Ave
Suite 5
Oregon City, OR 97045

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(503) 344-6568

516 High Street

Oregon City, OR 97045

SEC#: 801-66892
Years in Business: 15 years

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 655-4505

2895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045

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

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Website

(503) 655-4505

2895 Beavercreek Rd S
Suite 208
Oregon City, OR 97045

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

 


Oregon City, OR Financial Advisor FAQs

The important thing about choosing a financial advisor is that they should be doing things for you that you cannot do yourself in a cost-effective manner.
The cost varies depending on, for example, how much money they are managing and the type of advice.
Financial advisors help their clients manage their investments by providing advice and guidance on a variety of securities, including stocks, bonds, mutual funds, variable annuities and real estate.
Let your potential financial advisor describe his/her preferred fee structure. Typical fee structures include fixed fee, hourly fee, percentage of assets under management, commissions, or a mix of any of them.