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.
You might be looking for financial advisors in Roseburg, OR, if you're navigating local economic factors or planning for retirement in this specific region. A common mistake is choosing an advisor unfamiliar with Roseburg's unique financial landscape, which can lead to less effective planning.
- Local market knowledge. Confirm how well they understand Roseburg's economic conditions and cost of living impacts on your financial goals.
- Experience with regional tax rules. Ask how they incorporate Oregon's tax laws into your retirement or investment strategies.
- Customized retirement planning. Look for advisors who consider local healthcare options and community resources when crafting your retirement plan.
- Firm size implications. Understand how working with advisors from large firms versus smaller ones might affect the attention and services you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tyler F
Series 66
Roseburg, OR
Edward Jones
Tyler Foster's seven years of experience and Series 66 designation equip him to address retirement income strategies and estate planning tailored to Roseburg's local economic and tax environment. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a range of investment strategies and a program fee up to 1.35%, providing clients access to extensive resources compared to smaller local advisors.
Experience: 7 years
Avg account: $246,728
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Justin S
Series 63, Series 65
Roseburg, OR
Avantax Planning Partners, Inc.
Justin Smithhisler offers retirement income strategies and tax-loss harvesting expertise tailored to Roseburg's economic environment, supported by his Series 63 and 65 licenses and four years of experience. His affiliation with Avantax Planning Partners provides access to model-based portfolio management and a broad range of financial services, distinguishing him with a flat-fee, independent approach suitable for individuals and business owners alike.
Experience: 4 years
Avg account: $692,697
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Dan J
Series 65
Roseburg, OR
DJ Financial
Dan Jones in Roseburg, OR, offers retirement and income planning with 12 years of experience and a Series 65 designation, emphasizing tax strategies for small businesses. His independent firm, DJ Financial, integrates tax consulting and investment management, providing personalized service with fees ranging from 0.10% to 1.5% AUM or $125 hourly, distinguishing him from larger firms by combining CPA expertise and local financial insight.
Experience: 12 years
Avg account: $742,465
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Samuel L
Series 66
Roseburg, OR
Cetera
Samuel Lee III's 18 years of experience and Series 66 designation equip him to navigate Roseburg's financial landscape, especially for clients approaching retirement or high earners not yet rich. Working with Cetera, a large firm offering flat-fee and hourly consulting options, he combines local insight with diverse investment solutions and personalized financial planning.
Experience: 19 years
Avg account: $306,089
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Rourke M
Series 66
Roseburg, OR
Independent Financial Group, LLC
Rourke Martin offers expertise in wealth management and retirement plans for business owners, which suits clients in Roseburg, OR navigating local economic and tax considerations. Affiliated with Independent Financial Group, a large firm managing $11.3 billion in assets, he provides flat-fee financial planning and combines active and passive investment strategies, differentiating him from advisors with smaller firm backgrounds or different fee structures.
Experience: 2 years
Avg account: $474,424
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