Top financial advisors in Oregon
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.
Choosing the right financial advisor in Oregon means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with investment management or tax planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Tax planning approach. Oregon has no sales tax but relatively high income taxes. Confirm the advisor understands how to navigate these state-specific tax considerations.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Devin H
CFP®, Series 65
Bend, OR
Farther
Devin Harrigan is well-suited for clients in Oregon seeking financial advisors with expertise in passive/index investing and retirement plans for business owners, supported by 21 years of experience and CFP® certification. His flat-fee, negotiable pricing and independent status at Farther, which employs a technology-driven platform and Modern Portfolio Theory, distinguish him from others by combining seasoned personalized service with algorithmic investment strategies.
Experience: 21 years
Avg account: $972,193
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Shannon G
Series 63, Series 65
Eugene, OR
Roehl & Yi Investment Advisors, LLC
Shannon Grant offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients seeking comprehensive financial advice in Oregon. His flat-fee structure and 15 years of experience, combined with his independent status and focus on fundamental analysis and Modern Portfolio Theory, distinguish him from other advisors who may use different fee models or investment approaches.
Experience: 16 years
Avg account: $1,944,097
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Michelle W
Series 66
Lake Oswego, OR
Allium Financial Advisors, LLC
Michelle Wanless offers expertise in business succession planning, charitable giving, and private investments, making her well-suited for clients seeking specialized financial strategies in Oregon. With 23 years of experience and a flat-fee structure for planning, she operates independently at Allium Financial Advisors, which manages over $600 million and serves high-net-worth clients, providing both discretionary and non-discretionary investment management.
Experience: 23 years
Avg account: $2,974,144
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Rebecca R
Series 65, Series 63
Lake Oswego, OR
Human Investing
Rebecca Rohleder offers expertise in retirement and income planning, tax-loss harvesting, and college savings, making her well-suited for clients seeking comprehensive financial advice in Oregon. Her flat-fee and hourly fee options provide flexibility compared to typical asset-based fees, and her 13 years of experience combined with her independent status at Human Investing, which serves both individual and institutional clients, distinguish her from other advisors in the region.
Experience: 13 years
Avg account: $723,868
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Rahul S
Series 65
Corvallis, OR
Red Spruce Capital, LLC
Rahul Shah specializes in active portfolio management and options strategies, making him well-suited for clients in Oregon seeking hands-on investment oversight. With 17 years of experience and a focus on high-net-worth individuals, he offers a 1% AUM fee structure and works at Red Spruce Capital, which manages $257 million with a long-term, customized approach, differentiating him from advisors with more general practices.
Experience: 17 years
Avg account: $1,795,848
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