Find a Financial Advisor in The Dalles, OR

 

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

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We Only Work With The Best The Dalles 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 The Dalles, OR


  • Financial Advisor Close to The Dalles, 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 The Dalles, 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 The Dalles, OR

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

  • Population: 15,448
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $201,000
  • Average Monthly Housing Cost: $917
  • Average Household Income: $61,990
  • 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 The Dalles, OR

 

VON BORSTEL & ASSOCIATES

Website

(541) 296-6669

308 E 3rd Street

The Dalles, OR 97058

SEC#: 801-119041
Years in Business: 1 years

 


The Dalles, OR Financial Advisor FAQs

Financial advisors typically charge by the hour, but can also charge an annual retainer or a percentage of assets.
Finding the right financial advisor depends largely on your goals.
Financial advisors typically manage a client's investment portfolio or do financial planning.
Choosing a professional to work with starts with knowing what you need. If you are looking for investment advice, have cash or are wiling to invest then it's important that the advisor is comfortable working with the money you have.