Find a Financial Advisor 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 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 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

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: 1 years

TRUE PRIVATE WEALTH ADVISORS, LLC

Website

(503) 400-3311

388 State Street
Suite 1000
Salem, OR 97301

SEC#: 801-76997
Years in Business: 9 years

GREEN NEWTON JAMISON

Website

(503) 391-1040

2150 Commercial Street Se
Suite 200
Salem, OR 97302

SEC#: 801-113286
Years in Business: 3 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

CETERA ADVISORS LLC

Website

(503) 364-0950

3468 Liberty Rd S

Salem, OR 97302

SEC#: 801-33020
Years in Business: 32 years

CWM, LLC

Website

(503) 370-9003

885 Lancaster Drive Se Suite C

Salem, OR 97317

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(503) 370-9003

885 Lancaster Drive Se Suite C

Salem, OR 97317

SEC#: 801-72037
Years in Business: 10 years

 


Salem, OR Financial Advisor FAQs

Yes. Every person with a stock portfolio, IRA account, and checking and savings account needs a financial advisor.
An advisor's job is to be a consultant who assists clients in making their best financial decisions by offering advice and guidance.
Financial advisors get paid in a variety of ways. Some work on commission, and the more they sell the higher their commission is. Other financial advisors charge an annual fee to cover all their costs and make a profit, and some still offer a hybrid model of both commissions and fees together.
It can be difficult to choose the best financial advisor, so first decide what you are looking for an advisor to do.