Top financial advisors in Ontario, 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.
If you're managing complex finances in Ontario, OR, you might need an advisor who understands how to navigate the state's relatively high income taxes without sales tax. A common mistake is overlooking how tax rules affect your overall financial plan, which can lead to unexpected liabilities.
- Income tax impact. Ask how they incorporate Oregon's income tax rates into your investment and withdrawal strategies.
- Retirement timing. Confirm how they plan for tax-efficient income streams, especially if you expect to retire in or move to Oregon.
- Tax coordination. Check if they consider state-specific tax credits and deductions that could benefit your situation.
- Experience with local regulations. Ensure they understand Oregon's tax environment beyond federal rules to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sied N
Series 63, Series 66
Ontario, OR
J.P. Morgan Securities
Sied Nasri's seven years of experience at J.P. Morgan Securities equip him to address complex financial needs in Ontario, OR, including navigating Oregon's unique tax environment. His background with large institutional advisory services and a 0.30% annual AUM fee structure distinguishes him from others by offering access to extensive asset allocation expertise and customized performance reporting.
Experience: 7 years
Avg account: $318,381
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Katrina P
Series 63, Series 66, Series 65
Fruitland, ID
LPL Enterprise
Katrina Peck's 28 years of experience and expertise in general retirement planning and tax-loss harvesting equip her to address complex financial needs, including tax considerations relevant to Oregon residents. Operating through LPL Enterprise, a large firm offering flat-fee structures and model wealth portfolios, she serves diverse clients including self-employed individuals and business owners, providing a broad range of advisory services beyond local tax nuances.
Experience: 28 years
Avg account: $239,757
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Robert V
Series 66
Ontario, OR
Edward Jones
Robert Van Idour specializes in retirement plans for business owners and business succession planning, which suits clients managing complex finances in Oregon's tax environment. Working with Edward Jones, a large firm with over 23,700 advisors and $1.01 trillion in assets, he offers wealth management services with a program fee up to 1.35% annually, providing access to extensive resources and investment strategies.
Experience: 5 years
Avg account: $246,728
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Adam B
Series 63, Series 65
Fruitland, ID
Key Investment Services LLc
Adam Birch brings 12 years of experience and expertise in tax-loss harvesting and active portfolio management, which can help navigate Oregon's complex income tax environment despite being based in Fruitland, ID. His affiliation with Key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs with a 1.40% annual fee, distinguishes him by providing access to third-party managers and diverse client services.
Experience: 12 years
Avg account: $254,267
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Melissa L
Series 66
Ontario, OR
LPL Financial
Melissa Logan's 12 years of experience and Series 66 designation equip her to manage complex financial needs in Ontario, OR, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, she stands out by integrating insurance services and catering to a broad client base, which may benefit those seeking comprehensive support beyond typical advisory roles.
Experience: 12 years
Avg account: $399,489
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