Top business succession planning financial advisors in Oregon

Devin Harrigan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Farther since 2025. Prior to joining Farther, he spent over two decades at Ascent Capital Management LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, primarily with ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and offers discretionary portfolio management with ongoing reviews.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Human Investing in 2025, she worked at TIAA-CREF and Tiaa for ten years, as well as at LPL Financial and Hornor, Townsend & Kent, LLC. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing comprehensive financial planning, portfolio management, tax consulting, and workplace advisory services. The firm employs a fee-only fiduciary model and commonly uses broadly diversified, low-cost index funds and ETFs, including direct indexing through a Vanguard Personalized Indexing relationship.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.