Find a Financial Advisor in Yamhill County, OR

 

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

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We Only Work With The Best Yamhill County 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 Yamhill County, OR


  • Financial Advisor Close to Yamhill County, 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 Yamhill County, 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 Yamhill County, OR

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

  • Population: 104,831
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $304,600
  • Average Monthly Housing Cost: $1,223
  • Average Household Income: $85,495
  • 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 Yamhill County, OR

 

FINLEY FINANCIAL, LLC

Website

(503) 474-3535

1709 Ne 27th Street
Suite B
Mcminnville, OR 97128

SEC#: 801-110657
Years in Business: 4 years

HEADWATER INVESTMENT CONSULTING,INC.

Website

(503) 565-2100

408 Se 1st St.

Mcminnville, OR 97128

SEC#: 801-64965
Years in Business: 15 years

EDWARD D. JONES & CO., L.P.

Website

(503) 472-0444

715 Northwest Adams St

Mcminnville, OR 97128

SEC#: 801-3297
Years in Business: 58 years

 


Yamhill County, OR Financial Advisor FAQs

In general, a comprehensive portfolio review can cost anywhere from $1,500 to over $4,500 depending on the complexity and specific needs being addressed. For these prices you will receive three hours or more of one-on-one time with a financial advisor that includes asset allocation analysis and other financial concerns.
The world of personal finance is very complex and there are many reasons one may need to hire a financial advisor. Everyone's situation is different, but the benefits of hiring an investment advisor who provides personalized advice outweigh the risks in most cases.
Financial advisors are responsible for educating their clients about the various investment options they have. They offer guidance on what each client's best investment decisions are based on risk tolerance, age, time frame for their investments, income level, and other factors.
Ask about the name and company of the financial advisor, licenses, and certifications. Also ask about their previous clients so you can have references.