Find a Financial Planner in Salem, OR

 

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

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We Only Work With The Best Salem 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 Salem, OR


  • Financial Advisor Close to Salem, 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 Salem 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 Salem 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Salem can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.9% of Salem'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 Salem area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Salem area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Salem area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Salem area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Salem 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Salem area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 169,259
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $252,300
  • Average Monthly Housing Cost: $1,094
  • Average Household Income: $73,609
  • 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 Salem, OR


CLEARVIEW WEALTH ADVISORS, LLC

Website

(503) 400-7800

670 Hawthorne Ave Se, Ste 250

Salem, OR 97301

SEC#: 801-117527
Years in Business: 1 years

CAPITAL FINANCIAL PLANNERS

Website

(503) 585-1067

1640 Liberty st Se

Salem, OR 97302

SEC#: 801-119386
Years in Business: 0 years

TRUE PRIVATE WEALTH ADVISORS, LLC

Website

(503) 400-3311

388 State Street
Suite 1000
Salem, OR 97301

SEC#: 801-76997
Years in Business: 8 years

GREEN NEWTON JAMISON

Website

(503) 391-1040

2150 Commercial Street Se
Suite 200
Salem, OR 97302

SEC#: 801-113286
Years in Business: 2 years

CAPSTONE WEALTH ADVISORS, LLC

Website

(503) 967-1980

2005 Madrona Avenue Se

Salem, OR 97302

SEC#: 801-110036
Years in Business: 4 years

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Website

(971) 209-4500

235 Front St. Se
Suite 300
Salem, OR 97301

SEC#: 801-112770
Years in Business: 3 years