Best Financial Planner in Oregon
Top Financial Planner Listings in Oregon
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-50 of 95 Financial Planner listings in Oregon · page 1 of 2
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 594-7400
- brightonjones.com
Brighton Jones of Portland is a financial planner in Portland, OR. The firm offers comprehensive wealth management, tax advisory, family office services, retirement‑plan advisory, and women’s‑wealth programs. It serves individuals, families, and businesses...
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 897-8039
- marinerfinance.com
Score breakdown
- Financial Planner
- Bend, Oregon
- (541) 389-7777
- axiomlaw.com
Axiom Wealth Strategies is a Financial Planner in Bend, OR. Axiom provides flexible, on-demand legal talent and services to connect in-house teams with a vetted network of over 14,000 lawyers. The organization specializes in a wide array of practice areas...
Score breakdown
- Financial Planner
- Portland, Oregon
- (631) 845-5100
- joinvanderbilt.com
Vanderbilt Financial Group is a financial planner in Portland, OR, located at 125 Froehlich Farm Blvd. The firm operates as an independent broker-dealer and corporate registered investment advisor (RIA), providing integrated wealth management and financial...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 227-4493
- edwardjones.com
Edward Jones - Financial Advisor: Pat Darragh, CFP® is a financial planner in Portland, OR. The practice provides personal financial advice to clients working toward their financial goals, with focused expertise in wealth strategies, retirement savings...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 575-1953
- interactive-wealth.com
Interactive Wealth Advisors, Inc. is a financial planner in Portland, OR. The firm provides fee‑only financial planning and investment management services, specializing in retirement planning, tax planning, wealth management, fiduciary advisory, estate...
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 683-2085
- roehl-yi.com
Roehl & Yi Investment Advisors is a Financial Planner in Eugene, OR. The business maintains thorough and well-documented information online, ensuring their details are easily accessible and clearly presented for those searching for their services. Located on...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 620-5236
- marinerfinance.com
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 741-1999
- thrivent.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (971) 704-9006
- pdxmoneycoaching.com
PDX Money Coaching is a financial planner in Portland, OR. The practice empowers individuals, couples, and small business owners to confidently manage their money through intensives, coaching, and ongoing support options. It holds a 5.00 rating from the...
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 684-9000
- ameripriseadvisors.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 747-6534
- llwmg.com
Lifelong Wealth Management of Portland: Lifelong Wealth Management is a financial planner in Portland, Oregon. The firm provides expert guidance for individuals, families, and institutions, with a focus on serving the Lake Oswego area. Their services include retirement planning, portfolio...
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 684-9508
- wellsfargo.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (971) 544-7417
- modernistfinancial.com
Modernist Financial is a financial planner in Portland, OR, located at 707 SW Washington St #910. The firm provides investment management, financial life planning, and business financial planning for individuals and businesses, including retirees, post-sale...
#15Finity Group
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 841-5840
- thefinitygroup.com
Finity Group is a financial planner in Portland, Oregon. The firm specializes in financial planning for medical professionals, including doctors, residents, fellows, medical students, and dentists. Their services address unique professional challenges such as...
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 585-1067
- capitalone.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 224-3700
- deschutesinvestment.com
Deschutes Investment Consulting, LLC. is a financial planner in Portland, OR. The firm provides retirement plan consulting, wealth management, comprehensive financial planning, investment management, workplace retirement solutions, charitable‑giving and...
Score breakdown
- Financial Planner
- Salem, Oregon
- (336) 768-7230
- salem.org
Score breakdown
- Financial Planner
- Portland, Oregon
- (207) 990-1901
- penobscotfa.com
Penobscot Financial Advisors is a financial planner in Portland, OR. They specialize in providing comprehensive wealth management and financial planning services to individuals and families seeking long-term financial success. Their team of certified...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 221-7600
- morganstanley.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 624-4600
- financialreserve.com
Financial Reserve is a financial planner in Portland, Oregon, serving individuals and families with comprehensive financial strategies tailored to their unique goals. The firm specializes in retirement planning, investment management, estate planning...
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 798-9262
- northwesternmutual.com
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 349-9335
- greenleaffin.com
Green Leaf Financial Consulting, LLC is a financial planner in Eugene, OR, serving small business owners, families, and women across the Pacific Northwest with personalized financial planning and tax strategies. The firm specializes in goal-based financial...
Score breakdown
- Financial Planner
- Bend, Oregon
- (541) 639-6354
- northwesternmutual.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 280-7155
- bridgetownwealthmanagement.com
Bridgetown Wealth Management of Portland: Bridgetown Wealth Management is a financial planner in Portland, Oregon, serving individuals, families, and business owners with personalized financial planning, retirement strategies, 401(k) rollovers, Kaiser retirement guidance, estate planning, and...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 224-0858
- phillipsandco.com
Phillips and Company is a financial planner in Portland, OR. The firm provides independent, client-first wealth management and investment guidance to individuals, business owners, CEOs, foundations, and endowments. Services include retirement planning for...
Score breakdown
- Financial Planner
- Forest Grove, Oregon
- (971) 414-4927
- edwardjones.com
Score breakdown
- Financial Planner
- Forest Grove, Oregon
- (971) 298-3293
- edwardjones.com
Score breakdown
- Financial Planner
- Grants Pass, Oregon
- (541) 916-8432
- edwardjones.com
Score breakdown
- Financial Planner
- Forest Grove, Oregon
- (503) 992-8439
- edwardjones.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 446-6450
- jgpwealth.com
JGP Wealth Management is a financial planner in Portland, OR. The firm provides a variety of specialized services, including comprehensive wealth management, financial planning, investment management, retirement income planning, and business planning. Serving...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 595-1333
- somersetwealthstrategies.com
Somerset Wealth Strategies of Portland: Somerset Wealth Strategies is a financial planner in Portland, OR, located at 4600 S Kelly Ave. The firm provides retirement planning, wealth management, and income-focused strategies to individuals and families. It offers in-person guidance at its Portland...
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 400-3311
- true.th
Score breakdown
- Financial Planner
- Forest Grove, Oregon
- (503) 357-5002
- edwardjones.com
Score breakdown
- Financial Planner
- Forest Grove, Oregon
- (503) 941-0924
- edwardjones.com
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 371-3333
- wealthenhancement.com
The H Group, Inc. is a financial planner in Salem, Oregon. Part of the Wealth Enhancement network, this team provides comprehensive wealth management and financial planning services to individuals. Their expertise includes investment management, retirement...
Score breakdown
- Financial Planner
- Bend, Oregon
- (541) 389-1282
- morganstanley.com
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 357-9306
- guidingfinancial.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 963-6510
- infiniteheights.com
Infinite Heights Wealth Management is a financial planner in Portland, OR. This woman-owned firm specializes in strategic guidance and comprehensive plans for millennial women business owners, leaders, and highly ambitious individuals seeking to elevate their...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 222-9471
- pacnwadvisors.com
AXA Advisors of Portland: AXA Advisors is a financial planner in Portland, Oregon, serving individuals and businesses with comprehensive financial strategies tailored to long-term goals. The firm specializes in retirement planning, wealth protection, asset allocation analysis...
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 399-9498
- ameripriseadvisors.com
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 684-9000
- ameriprise.com
Ameriprise Financial of Eugene: Heritage Wealth Advisors, affiliated with Ameriprise Financial Services, LLC, offers personalized financial advice and comprehensive wealth management solutions to help clients achieve their long-term financial goals.
Score breakdown
- Financial Planner
- Eugene, Oregon
- (541) 485-4550
- rbcroyalbank.com
Score breakdown
- Financial Planner
- Beaverton, Oregon
- (503) 644-1408
- edwardjones.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 603-1224
- advisors.ubs.com
The Pacific Wealth Group - UBS Financial Services Inc. is a financial planner in Portland, Oregon. The firm provides wealth management services tailored to entrepreneurs, business owners, CEOs, and their families. Their expertise includes managing liquid...
Score breakdown
- Financial Planner
- Grants Pass, Oregon
- (541) 479-2529
- investmentresourcesinc.com
Investment Resources Inc is a Financial Planner in Grants Pass, OR, located at 1454 NW 6th St. The firm holds a 4.50 rating based on customer reviews. Its team has over 150 years of combined experience and provides portfolio management, retirement strategies...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 245-3110
- resourcefinancial.com
Resource Financial Planning, Inc. is a financial planner in Portland, OR. They help clients plan and manage their money for the future, specializing in wealth management to pursue personal passions. Their services include investing, planning, and taking...
Score breakdown
- Financial Planner
- Salem, Oregon
- (503) 967-1970
- wealthenhancement.com
Wealth Enhancement Group of Salem: Wealth Enhancement Group is a financial planner in Salem, OR. The business maintains a 5.00 rating. The business focuses on the importance of household net worth and wealth as defining factors of economic well-being, noting that these assets can serve as...
Score breakdown
- Financial Planner
- Springfield, Oregon
- (503) 350-3317
- raymondjames.com
Score breakdown
- Financial Planner
- Wilsonville, Oregon
- (503) 469-7870
- raymondjames.com
Recently Updated Financial Planner in Oregon
Business profiles with freshly refreshed About sections.
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 224-0858
- phillipsandco.com
Phillips and Company is a financial planner in Portland, OR. The firm provides independent, client-first wealth management and investment guidance to individuals, business owners, CEOs, foundations, and endowments. Services include retirement planning for...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 595-1333
- somersetwealthstrategies.com
Somerset Wealth Strategies of Portland: Somerset Wealth Strategies is a financial planner in Portland, OR, located at 4600 S Kelly Ave. The firm provides retirement planning, wealth management, and income-focused strategies to individuals and families. It offers in-person guidance at its Portland...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 963-6510
- infiniteheights.com
Infinite Heights Wealth Management is a financial planner in Portland, OR. This woman-owned firm specializes in strategic guidance and comprehensive plans for millennial women business owners, leaders, and highly ambitious individuals seeking to elevate their...
Score breakdown
- Financial Planner
- Beaverton, Oregon
- (503) 452-9300
- advancedwealthmanagement.com
Advanced Wealth Management of Beaverton: Advanced Wealth Management is a Financial Planner in Beaverton, OR, located at 8625 SW Cascade Ave #602. It holds a 5.00 rating based on 2 reviews. The firm was founded by Bob and Dorothy Haley, who built the business from the ground up after Bob began his...
Score breakdown
- Financial Planner
- Medford, Oregon
- (541) 772-1380
- lewellynwealth.com
Lewellyn Wealth is a Financial Planner in Medford, OR. The firm specializes in retirement planning, generational wealth transfers, and active investment management. It serves clients including power workers, small business owners, and families seeking to...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 536-7351
- mather.com
The Mather Group is a Financial Planner in Portland, OR, located at 1675 SW Marlow Ave #305. It holds a 5.00 rating based on customer reviews. Mather is a non-denominational not-for-profit organization founded in 1941 by Alonzo Mather. The organization...
Score breakdown
- Financial Planner
- Portland, Oregon
- (207) 850-0075
- wealthsmithfinancialplanning.com
WealthSmith Financial Planning of Portland: WealthSmith Financial Planning is a financial planner in Portland, ME, located at 75 Pearl Street. The firm provides investment and financial advisory services to individuals and business owners through its affiliation with Cambridge Investment Research Inc...
Score breakdown
- Financial Planner
- Keizer, Oregon
- (503) 967-1980
- capstonewealthadvisors.com
Capstone Wealth Advisors is a Financial Planner in Keizer, OR, located at 388 State St #700. The firm manages assets for individuals and families, providing investment management and financial planning services. It holds a rating of 5.00 based on customer...
What the Data Shows for Financial Planners in Oregon
30% of the 83 financial planners we measured in Oregon reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 66.
The average Google rating across 83 rated financial planners is 4.7, and the median listing has 2 reviews.
None of the 95 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
Looking for the best financial planner in Oregon? BizScoreAI scores 95 Financial Planner listings across Oregon on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Oregon Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Oregon?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Oregon is listed and scored for free, and claiming is free too.
