Top financial advisors in Pendleton, 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.
You might seek a financial advisor in Pendleton, OR when you're navigating complex financial decisions like retirement planning or managing investments amid Oregon's relatively high income taxes. A common mistake is working with an advisor who overlooks how state income tax impacts your long-term financial goals.
- State tax impact. Confirm how the advisor integrates Oregon's income tax rates into your retirement and investment strategies.
- Experience with local regulations. Ask how they stay current on Oregon-specific tax laws and financial planning nuances.
- Investment approach. Understand whether they adjust portfolios considering your tax bracket and local economic factors.
- Fee structure clarity. Inquire about how their fees align with the services they provide, especially if they offer flat-fee options.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James H
Series 63, Series 65
Hermiston, OR
OSAIC
James Hurst, based in nearby Hermiston, OR, brings 17 years of experience and holds Series 63 and 65 licenses, making him well-equipped to address Oregon's tax considerations in retirement and investment planning. His firm, Osaic, is a large SEC-registered adviser offering a technology-driven investment process and flexible fee structures including flat fees, which may suit clients seeking transparent costs and diversified services.
Experience: 18 years
Avg account: $398,336
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Benjamin B
CFP®, Series 63, Series 66
Pendleton, OR
Edward Jones
Benjamin Buchert's 21 years of experience and CFP® certification equip him to address complex financial needs in Pendleton, including managing Oregon's tax implications through wealth management and tax-loss harvesting strategies. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and serves diverse clients, including high-net-worth households and charitable organizations.
Experience: 21 years
Avg account: $246,728
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Jerrod S
Series 63, Series 66
Pendleton, OR
LaSalle St. Investment Advisors, L.L.C.
Jerrod Spriet in Pendleton, OR, offers expertise in active portfolio management and options strategies, supported by 15 years of industry experience and Series 63 and 66 licenses. His firm provides flat-fee financial planning ranging from $1,000 to $7,500 and serves diverse clients including trusts and pension plans, distinguishing him with a broad investment approach and independent fee structure.
Experience: 16 years
Avg account: $378,978
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Lisa N
Series 63, Series 65
Pendleton, OR
D.A. DAVIDSON & Co.
Lisa Newman offers wealth management and retirement income strategies tailored for high earners and established professionals in Pendleton, OR, with over 20 years of experience. Affiliated with the large firm D.A. Davidson & Co., she provides access to diverse services including ERISA plan advisory and comprehensive financial planning, distinguishing her through a broad client base and a seasoned investment approach.
Experience: 21 years
Avg account: $552,040
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Marcella H
Series 63, Series 65
Hermiston, OR
LPL Financial
Marcella Haines brings 44 years of experience and specializes in wealth management, retirement plans for business owners, and tax-loss harvesting, which are crucial for navigating Oregon's tax environment. Operating from Hermiston with LPL Financial, a large firm offering flat-fee financial planning, she also educates locally, providing a seasoned perspective that complements her comprehensive advisory services.
Experience: 45 years
Avg account: $399,489
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