Find a Financial Advisor 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.

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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 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.
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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.)


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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: 18 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

Oregon City is the county seat of Clackamas County, Oregon, United States, and is situated on the Willamette River on the city's southern outskirts. Clackamas Community College is a medium-sized education institution based in Oregon City, OR, with 865 employees and an annual revenue of $8.0 million. It is the top employer in the area. Oregon City has a significant record of "firsts," including being the first incorporated city west of the Rocky Mountains (1844), the first capital of Oregon (before it was even a state), and the first long-distance electric line in the country (Willamette Falls to Portland, 1889). We have financial advisors serving in Oregon City, OR, the county seat of Clackamas County and is located on the Willamette River near the southern limits of the Portland metropolitan area. Divided into upper and lower areas, the city in the lower area is on a bench next to the Willamette River and the upper area is atop a bluff composed of Canemah basalt. The boundary between Oregon City and West Linn is the Willamette and the boundary between Oregon City and Gladstone is the Clackamas. Run through the list below for financial advisors working close by.

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.


Other Nearby Financial Advisors

West Linn, OR
Lake Oswego, OR
Multnomah County, OR
Tualatin, OR
Aurora, OR

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.