Top financial advisors in North Bend, 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 North Bend, OR, you might face challenges like balancing income taxes with your investment goals since Oregon has relatively high income taxes but no sales tax. A common mistake is overlooking how state tax rules affect your overall financial plan, which can lead to unexpected tax burdens.
- State tax integration. Confirm how the advisor incorporates Oregon's income tax rates into your investment and withdrawal strategies.
- Income timing strategies. Ask how they help manage when and how you receive income to minimize tax impact.
- Holistic cash flow planning. Look for advisors who consider your entire financial picture, including taxes, expenses, and savings goals.
- Experience with local regulations. Ensure they understand Oregon-specific tax laws and financial regulations that could affect your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin V
Series 66
Bend, OR
LPL Financial
Justin Vance in North Bend, OR, offers expertise in wealth management and retirement plans for business owners, integrating tax-loss harvesting strategies that can help address Oregon's high income tax environment. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, benefiting clients seeking structured fees and access to extensive investment research and diverse advisory services.
Experience: 1 year
Avg account: $399,489
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Lee V
CFP®, Series 66
North Bend, OR
Edward Jones
Lee Van Pelt, a CFP® professional at Edward Jones in North Bend, OR, specializes in retirement plans for business owners and general retirement planning, which can help navigate Oregon's unique tax environment. With five years of experience and access to a large firm's extensive resources, he offers wealth management services with an annual program fee up to 1.35%, catering to young professionals and military or medical clients.
Experience: 5 years
Avg account: $246,728
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Donald P
Series 63, Series 65
Coos Bay, OR
OSAIC
Donald Peabody's 34 years of experience and Series 63 and 65 credentials equip him to navigate Oregon's tax environment effectively, especially for clients interested in annuities. Operating from Coos Bay with Osaic, a large firm offering flat-fee structures and a comprehensive investment process, he serves diverse clients including executives and retirees, providing tailored strategies that consider risk tolerance and portfolio optimization.
Experience: 34 years
Avg account: $398,336
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Megan A
Series 66
Coos Bay, OR
Wells Fargo Clearing
Megan Allen's 11 years of experience at Wells Fargo Clearing equip her to navigate Oregon's tax landscape, integrating state income tax considerations into investment strategies. Her firm's IPS-driven approach and inclusion of insurance vehicles offer a structured portfolio management style, while her flat-fee model and focus on high-net-worth clients differentiate her from others in the North Bend area.
Experience: 11 years
Avg account: $475,575
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Jeffrey S
Series 63, Series 66
North Bend, OR
Cetera
Jeffrey Stclair's extensive 40 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Oregon's unique tax environment for clients in North Bend. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored strategies that integrate tax considerations with retirement and charitable planning.
Experience: 40 years
Avg account: $306,089
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