Top financial advisors in Salem, 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 Salem, OR when you're navigating complex tax situations or planning for significant life changes that affect your finances. A common pitfall is working with an advisor who overlooks how Oregon's relatively high income taxes impact your overall strategy.
- State tax expertise. Confirm the advisor understands Oregon's tax environment and how it influences your investment and withdrawal plans.
- Income tax planning. Ask how they integrate income tax considerations into your broader financial goals, not just federal taxes.
- Experience with local regulations. Ensure they account for state-specific rules that could affect retirement accounts or estate planning.
- Holistic approach. Look for advisors who consider your entire financial picture, including tax implications, to avoid costly oversights.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew M
CFP®, Series 63
Bend, OR
Fidelity
Matthew Metos offers expertise in charitable giving and active portfolio management, supported by nine years of industry experience and CFP® certification. Operating from Bend, OR with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he provides a sophisticated investment approach that may complement advisors based in Salem by adding advanced portfolio construction techniques.
Experience: 9 years
Avg account: $234,793
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George C
Series 66
Salem, OR
Merrill
George Carter offers expertise in wealth management and business succession planning, making him well-suited for clients in Salem, OR navigating complex financial changes. His holistic approach includes retirement planning and cash flow management, supported by 14 years of experience at Merrill, a large firm, with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 14 years
Avg account: $860,085
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Maria S
Series 66
Salem, OR
Bankers Life Advisory Services, Inc.
Maria Spores offers wealth management services in Salem, OR, supported by her role at Bankers Life Advisory Services, a large firm known for tax-efficient portfolio management and customized asset allocation. With a Series 66 designation and experience training insurance agents, she brings a blend of practical knowledge and firm resources, suitable for mass-affluent and high-net-worth clients seeking tailored investment consulting with negotiable fees.
Experience: 1 year
Avg account: $172,460
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Justin C
Series 66
Salem, OR
LPL Financial
Justin Campbell's expertise in wealth management and retirement plans for business owners suits clients in Salem, OR, navigating complex tax and retirement planning. His flat-fee structure and affiliation with LPL Financial, a large firm serving diverse clients with extensive advisory services, distinguish him from others by offering broad resources and transparent pricing.
Experience: 7 years
Avg account: $399,489
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Jeffrey D
CFP®, Series 66
Salem, OR
Edward Jones
Jeffrey Davis, a CFP® with 12 years of experience in Salem, OR, is well-equipped to address complex financial needs including tax planning and wealth management. His affiliation with Edward Jones, a large firm managing over $1 trillion in assets, provides access to diverse advisory strategies and institutional resources, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $246,728
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