Top financial advisors in Roseburg, 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.
When you're planning your financial future in Roseburg, OR, you might face challenges like managing income taxes or preparing for retirement without sales tax benefits. A common mistake is overlooking how Oregon's relatively high income taxes affect your investment and withdrawal strategies.
- Income tax impact. Ask how they factor Oregon's income tax rates into your financial plan to avoid surprises.
- Retirement timing. Confirm how they help you decide when to start withdrawals to minimize tax burdens.
- Investment location. Inquire about their approach to placing assets in accounts that optimize tax efficiency given local tax rules.
- Experience with local regulations. Ensure they understand Oregon-specific tax laws and how these influence your overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erica A
Series 65
Roseburg, OR
Cetera Planning Partners
Erica Aitken specializes in retirement income strategy and Social Security optimization, making her well-suited to address retirement planning challenges in Roseburg, OR, including managing Oregon's income tax impact. Working at Cetera Planning Partners, a large firm serving pre-retirees and retirees, she offers comprehensive financial planning with a formal process and diversified allocations, charging up to 1.65% AUM fees, which may differ from smaller firms nearby.
Experience: 2 years
Avg account: $848,315
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Tyler F
Series 66
Roseburg, OR
Edward Jones
Tyler Foster in Roseburg, OR, specializes in retirement income and withdrawal strategies, with seven years of experience and a Series 66 designation. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach suitable for retired executives and business owners, with an annual program fee up to 1.35% AUM, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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Dan J
Series 65
Roseburg, OR
DJ Financial
Dan Jones in Roseburg, OR, offers retirement and income planning with a focus on tax strategies, leveraging his 12 years of experience and CPA background to address Oregon's income tax challenges. His firm emphasizes low-cost, long-term investments and integrates tax consulting, differentiating him through combined financial and tax expertise and flexible fee options including AUM and hourly rates.
Experience: 12 years
Avg account: $742,465
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Samuel L
Series 66
Roseburg, OR
Cetera
Samuel Lee III in Roseburg, OR, brings 19 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners, which is crucial for navigating Oregon's income tax challenges. Affiliated with Cetera, a large SEC-registered firm offering diverse portfolio management and flat-fee options, he also has a unique background as a former county treasurer and ranch co-owner, providing practical local insight.
Experience: 19 years
Avg account: $306,089
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Rourke M
Series 66
Roseburg, OR
Independent Financial Group, LLC
Rourke Martin in Roseburg, OR, offers expertise in wealth management and retirement plans for business owners, addressing local tax impacts with a blend of passive and active investment strategies. His firm, Independent Financial Group, LLC, serves a diverse clientele with negotiable flat fees and a comprehensive approach, distinguishing him from others by combining personalized planning with large-firm resources and a Series 66 designation.
Experience: 2 years
Avg account: $474,424
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