Top financial advisors in Medford, 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 Medford, OR, you might face challenges like navigating relatively high state income taxes or planning for retirement without sales tax concerns. A common mistake is overlooking how local tax rules impact your investment and withdrawal strategies.
- State tax impact. Ask how they incorporate Oregon's income tax rates into your financial plan to avoid surprises.
- Retirement timing. Confirm how they help you schedule withdrawals to minimize tax burdens over time.
- Fee structure clarity. Understand whether their flat-fee or other pricing models align with your financial goals.
- Experience relevance. Look for advisors who have a solid track record managing portfolios in Oregon's tax environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John I
Series 66, Series 63
Medford, OR
OSAIC
John Icenhower's 26 years of experience and Series 63 and 66 licenses equip him to navigate Medford's tax environment, especially with his background in tax preparation through his own LLC. Affiliated with OSAIC, a large firm offering diverse investment solutions and using advanced planning tools, he provides flat-fee financial planning options, which may appeal to clients seeking transparent pricing and comprehensive services.
Experience: 26 years
Avg account: $398,336
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Melissa M
Series 63, Series 65
Medford, OR
Sequent Planning, Llc
Melissa Mlasko offers expertise in retirement income and Roth conversion strategies, well-suited for managing Oregon's tax environment in Medford. Her firm, Sequent Planning, LLC, provides flat-fee financial planning and discretionary asset management with a focus on ETF-based strategies, serving high-net-worth clients and retirement plan sponsors, which distinguishes her from other local advisors.
Experience: 12 years
Avg account: $98,000
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Anjanette S
Series 65, Series 63
Medford, OR
Primerica Advisors
Anjanette Stone's expertise in tax-loss harvesting and income planning suits Medford residents navigating Oregon's income tax landscape, helping optimize retirement withdrawal timing. Affiliated with Primerica Advisors, a large firm offering discretionary asset management and tiered wrap-fee structures, she brings 11 years of experience and holds Series 63 and 65 licenses, differentiating her through a blend of sustainable investing and comprehensive financial services.
Experience: 11 years
Avg account: $228,117
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Ryan B
Series 63, Series 66
Medford, OR
J.P. Morgan Securities
Ryan Bolin's 22 years of experience and Series 63 and 66 credentials equip him to navigate Medford's financial landscape, including Oregon's tax considerations. Affiliated with J.P. Morgan Securities, he offers wealth management services through a large firm with institutional consulting expertise, charging a 0.30% annual AUM fee, which may appeal to executives and business owners seeking seasoned guidance.
Experience: 22 years
Avg account: $318,381
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Robert E
Series 66
Medford, OR
Edward Jones
Robert Engelbach's eight years of experience and Series 66 designation equip him to address Medford's unique tax considerations, including Oregon's income tax impact on retirement planning. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services with an AUM fee up to 1.35%, suitable for clients seeking structured, comprehensive financial strategies.
Experience: 9 years
Avg account: $246,728
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