Top financial advisors in Albany, OR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're managing your finances in Albany, OR, you might face challenges like balancing income taxes with your investment goals since Oregon has no sales tax but relatively high income taxes. Choosing an advisor who understands these local tax nuances can help you avoid costly mistakes like misjudging tax impacts on your portfolio.
- Local tax knowledge. Confirm how they incorporate Oregon's income tax rates into your financial plan, not just general tax strategies.
- Experience level. Ask about their years working with clients in Albany to ensure familiarity with regional financial considerations.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that aligns with your financial situation.
- Firm size impact. Inquire how working with a large firm versus an independent advisor might affect the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Luke P
Series 63, Series 66
Albany, OR
Key Investment Services LLc
Luke Purkey in Albany, OR, brings six years of experience and holds Series 63 and 66 licenses, offering expertise in tax-loss harvesting and both active and passive portfolio management. Working with Key Investment Services LLC, a large firm providing model-driven wrap-fee advisory programs, he serves a diverse client base including individuals and small businesses, which may offer broader resources compared to smaller firms.
Experience: 6 years
Avg account: $254,267
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Chandler T
Series 65
Albany, OR
Kelsey Financial, LLC
Chandler Tso offers financial advisory services in Albany, OR, with four years of experience and a Series 65 designation, making him familiar with local financial nuances. As an independent advisor at Kelsey Financial, LLC, he provides flat-fee and hourly fee options, serving a diverse client base with a blend of model-based and tactical asset allocation strategies, which may differ from advisors tied to larger firms or different fee structures.
Experience: 4 years
Avg account: $643,769
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Ryan G
Series 66
Albany, OR
Wells Fargo Clearing
Ryan Graves offers expertise in Albany's financial landscape with 12 years of experience and a Series 66 designation, working at Wells Fargo Clearing since 2018. His firm’s IPS-driven approach and broad product range, combined with flat-fee and AUM-based pricing, cater to high-net-worth clients, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 12 years
Avg account: $475,575
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William O
Series 66
Albany, OR
Edward Jones
William O'hearn brings 18 years of experience and a Series 66 designation to his role at Edward Jones in Albany, OR, specializing in wealth management, tax-loss harvesting, and multi-generational wealth transfer. Working within a large firm, he offers a structured fee of up to 1.35% annually and access to extensive resources, which may differ from independent advisors in the area.
Experience: 18 years
Avg account: $246,728
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William K
Series 63, Series 66
Albany, OR
American Independent Securities Group, LLC
William Keith's 33 years of experience and Series 63 and 66 credentials equip him to navigate Albany's unique tax environment, especially with his expertise in options and derivatives strategies. Operating independently with a flat-fee structure and access to American Independent Securities Group's open architecture portfolio management, he offers personalized attention compared to larger firms.
Experience: 33 years
Avg account: $222,955
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