Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tamara S

Series 66

Cottage Grove, OR

&PARTNERS

Tamara Stewart is a financial advisor at &PARTNERS with three years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network / Parsons Financial Advisors for four years. Prior to entering the financial industry, she spent eleven years with Smith-Lund-Mills Funeral Chapel. &PARTNERS serves a diverse client base that includes individuals, institutions, and private businesses, offering services such as investment management, financial and tax planning, and ERISA consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis, managing accounts through both in-house advisors and third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Matthew P

Series 63, Series 66

Cottage Grove, OR

&PARTNERS

Matthew Parsons is a financial advisor with &Partners, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Commonwealth Financial Network for 20 years and operated Parsons Financial Advisors for three years. He is also president of Parsons Financial Services, Inc., a private entity through which he manages advisory business operations and client financial planning. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management and financial planning services through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Brandon P

Series 66

Cottage Grove, OR

&PARTNERS

Brandon Parsons is a financial advisor at &PARTNERS with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Parsons Financial Advisors, Commonwealth Financial Network, and Parsons Financial Services Inc. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)