Top financial advisors in Eugene, 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 Eugene, OR, understanding how local income taxes affect your investments and retirement plans is crucial. A common mistake is overlooking the impact of Oregon's relatively high income taxes, which can reduce your net returns if not planned for carefully.
- Income tax awareness. Confirm how the advisor integrates Oregon's income tax rates into your financial projections.
- Retirement income planning. Ask how they balance tax efficiency with your withdrawal strategy to maximize after-tax income.
- Investment location strategy. Inquire about their approach to placing assets in taxable versus tax-advantaged accounts considering state tax implications.
- Experience with local regulations. Ensure they understand Oregon-specific tax rules that can affect estate and gift planning decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aimee B
CFP®, Series 66
Eugene, OR
Focus Partners Wealth, LLC
Aimee Butler's 22 years of experience and CFP® certification equip her to navigate Eugene's tax landscape, integrating tax-sensitive strategies into retirement and investment planning. At Focus Partners Wealth, LLC, she offers a blend of active and passive management within a large firm setting, serving high-net-worth clients with flat-fee options, distinguishing her from advisors with narrower specialties or fee structures.
Experience: 23 years
Avg account: $2,557,933
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Matthew S
Series 66
Eugene, OR
Edward Jones
Matthew Siel, based in Eugene, OR, brings 10 years of financial industry experience and specializes in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which are crucial for navigating Oregon's tax landscape. Working with Edward Jones, a large firm with over $1 trillion in assets, he offers a comprehensive approach supported by a nationwide network, charging up to 1.35% annually, which may differ from smaller local advisors.
Experience: 10 years
Avg account: $246,728
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Benjamin W
CFP®, Series 66
Eugene, OR
LPL Financial
Benjamin Wenzel's 15 years of experience and CFP® certification equip him to address Eugene's unique tax environment, especially for retirement plans and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering flat-fee planning and extensive research support, he serves diverse clients including business owners and retirees, providing a broad range of wealth management services tailored to local tax considerations.
Experience: 16 years
Avg account: $399,489
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Jesse C
CFP®, Series 63, Series 66
Eugene, OR
Integrity Wealth LLC
Jesse Coffee specializes in retirement income strategy and income planning, making him well-suited to address Oregon's income tax impact on retirement finances. Based in Eugene, he is a CFP®-certified advisor with 12 years of experience at Integrity Wealth LLC, a firm managing $260 million with a focus on low-cost, customized portfolios and serving high-net-worth clients with an AUM fee up to 1.75% annually.
Experience: 12 years
Avg account: $1,151,995
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Richard Y
CFP®, Series 63
Eugene, OR
On Investment Management CO
Richard Yost's extensive 49-year experience and CFP® certification equip him to navigate Eugene's complex retirement income planning and tax considerations effectively. His firm offers flexible fee structures including flat fees and negotiable AUM rates, serving individuals and organizations with both discretionary and non-discretionary managed accounts, which distinguishes him from advisors with more limited service models.
Experience: 50 years
Avg account: $319,610
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