Find a Financial Planner in Oregon City, OR

 

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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 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 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

 

How Can a CFP® in Oregon City Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Oregon City area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Oregon City is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.1% of Oregon City'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 Oregon City area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Oregon City area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Oregon City area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Oregon City area is generally long-term and performed with the help of a qualified planner. 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 Oregon City 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 Oregon City 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 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.
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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