Top financial advisors in Newport, 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.
You might seek a financial advisor in Newport, OR when you're navigating complex income tax situations or planning for significant life changes like retirement or inheritance. A common mistake is underestimating how Oregon's relatively high income taxes impact your long-term financial goals.
- Income tax insight. Look for advisors who understand Oregon's tax landscape and can help you plan accordingly.
- Retirement timing. Ask how they factor state taxes into your retirement income strategy to avoid surprises.
- Estate considerations. Confirm they can guide you through inheritance planning with an eye on local tax implications.
- Experience level. Seasoned advisors often have deeper knowledge of regional financial nuances that affect your wealth management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew B
Series 66
Newport, OR
LPL Financial
Matthew Beck's 14 years of experience and Series 66 designation equip him to address Newport's complex tax and retirement planning needs, especially for business owners and retirees. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse advisory services, he stands out by combining personalized wealth management with access to extensive institutional resources.
Experience: 14 years
Avg account: $399,489
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Wendy O
Series 65, Series 63
Gleneden Beach, OR
Wedbush Securities Inc.
Wendy Olson's 23 years of experience and expertise in wealth management and retirement plans for business owners make her well-equipped to address complex financial needs in the Newport, OR area. Operating independently with a 3.00% AUM fee at Wedbush Securities, she serves a diverse clientele including high-net-worth individuals and foundations, offering both discretionary and non-discretionary managed accounts.
Experience: 23 years
Avg account: $542,636
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Donald L
Series 63, Series 65
Gleneden Beach, OR
Advisory Services Network
Donald Leek's 16 years of experience and expertise in wealth management, business succession planning, and equity compensation tax strategy make him well-equipped to address complex financial needs in Newport, OR, including tax implications and retirement planning. His independent status and flexible fee options, ranging from flat fees to hourly and monthly subscriptions, provide adaptable solutions compared to other advisors in the region.
Experience: 16 years
Avg account: $826,033
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Richard O
Series 66
Newport, OR
Edward Jones
Richard O'hearn's 12 years of experience and Series 66 designation equip him to navigate Newport's complex tax and retirement planning needs, especially with his expertise in wealth management and multi-generational wealth transfer. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers structured advisory programs with fees up to 1.35% annually, distinguishing him through access to extensive resources and institutional client experience.
Experience: 12 years
Avg account: $246,728
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Lori E
Series 63, Series 65
Newport, OR
Cetera
Lori Ellingson in Newport, OR, offers expertise in wealth management and retirement plans for business owners, with 30 years of experience and Series 63 and 65 licenses. Working through Cetera, a large firm, she provides flat-fee and hourly consulting options, distinguishing her with flexible fee structures and a focus on high earners approaching retirement.
Experience: 30 years
Avg account: $306,089
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