Browse all Independent advisors in Oregon

Every advisor below is licensed to work with clients in Oregon. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Oregon advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	940
Wealth management	801
Private / alternative investments	537
Executive	517
Retirement plans for business owners (SEP, solo 401k)	511
General retirement planning	480
Tax-loss harvesting	425
Retirement income strategy	422
Options & derivatives strategies	407
Retired	393
Active portfolio management	358
College savings (529s, UTMA, etc.)	358
Income planning	304
ESG / Sustainable investing	284
Real estate investing	262
Charitable giving & philanthropy	253
Concentrated stock management	240
Passive / index investing	222
Cash flow / budgeting	204
General estate planning guidance	175
Annuities	156
Equity compensation tax strategy	131
General tax planning	129
Business exit / sale strategy	102
Business succession planning	89
Retirement withdrawal strategies	75
Business ownership considerations	74
Debt management	54
Approaching retirement	50
Long-term care insurance	43
Mid-Career Professionals	40
Tax strategies for small businesses	40
Business sale tax planning	39
Self-Employed	39
HENRY (High Earners, Not Rich Yet)	38
Established Professionals	31
Divorce financial planning	29
Multi-generational wealth transfer	29
Charitable giving tax strategies	27
Social Security optimization	23
Factor investing / smart beta	22
Life insurance needs analysis	21
Educators, Teachers, and Academics	18
Financial Professional	15
Roth conversion strategy	14
Equity Recipients (RS/RSU, SOP, ESPP)	12
Business Financial Management	11
Disability insurance	10
Family Business	10
Planning for children with special needs	10
Doctor or Medical Professional	9
Trust structures (GRAT, IDGT, revocable)	8
Women Professionals	8
Values-based investing	7
Attorney	5
Liquidity event planning	5
Parents	5
Technology Professional	5
Christian Faith Based	4
Military & Veterans	4
Religious/faith focused	4
Young Professionals	4
Elder care planning	3
Sandwich Generation	3

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