Top financial advisors in Grants Pass, 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 Grants Pass, OR, understanding how local income taxes affect your investments and retirement plans is crucial. A common mistake is overlooking these tax impacts, which can reduce your overall returns and cash flow.
- Income tax awareness. Confirm how the advisor integrates Oregon's relatively high income taxes into your financial plan.
- Retirement income sequencing. Ask how they plan withdrawals to minimize tax burdens over time.
- Investment location strategy. Inquire about their approach to placing assets in taxable versus tax-advantaged accounts considering state taxes.
- Local market knowledge. See if they consider Grants Pass's economic factors when advising on your portfolio and goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Rodger J
CFP®, Series 63
Grants Pass, OR
LPL Financial
Rodger Jordan Jr. brings 28 years of experience in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting, which is crucial for managing Oregon's income tax impact on investments. Operating from Grants Pass with LPL Financial, a large firm offering diverse advisory services, he provides flat-fee financial planning and serves a broad client base, distinguishing him from advisors with narrower specialties or fee structures.
Experience: 28 years
Avg account: $399,489
-
Greyson B
Series 66
Grants Pass, OR
Rubicon Advisors
Greyson Back in Grants Pass, OR, offers expertise in college savings plans, options and derivatives strategies, and private investments, which can be valuable for managing tax impacts on investments and retirement plans. His flat-fee and independent approach, combined with experience at LPL Financial and a Series 66 designation, distinguishes him from others by providing diverse client services and flexible fee options.
Experience: 0 years
Avg account: $301,593
-
Russell M
CFP®, ChFC®, Series 63, Series 65, Series 66
Grants Pass, OR
Rogue Russell Investments
Russell Mc Almond in Grants Pass, OR, integrates local tax considerations into financial plans, benefiting clients managing income tax impacts and retirement income sequencing. His firm offers discretionary investment management with a focus on diversification and cost awareness, and he provides flat-fee and hourly financial planning options, distinguishing him from advisors with traditional AUM-only fee structures.
Experience: 8 years
-
Brenda S
CFP®, Series 66
Grant Pass, OR
Go Wealth Management
Brenda Stein's 12 years of experience and CFP® certification equip her to address retirement income sequencing and tax-aware investment strategies crucial for Grants Pass residents. At Go Wealth Management, she offers flat-fee options and serves a diverse clientele including business owners and multi-generational families, distinguishing her with a team-based research approach and integrated portfolio management.
Experience: 12 years
Avg account: $266,958
-
Matthew S
Series 66
Grants Pass, OR
Kingsview Wealth Management, LLC
Matthew Stolen's 20 years of experience and Series 66 designation equip him to address Grants Pass residents' financial needs, including tax strategies for small businesses and college savings plans. His firm, Kingsview Wealth Management, manages $6.7 billion and offers a mix of advisor-led planning and model-based strategies, with flat fees for planning and accounting, distinguishing him from advisors with purely asset-based fees.
Experience: 21 years
Avg account: $703,115
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Grants Pass, OR
Find advisors by type
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")