Top financial advisors in Springfield, 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 Springfield, OR when you're navigating complex income tax situations or planning for significant life changes like retirement or inheritance. A common pitfall is working with an advisor who overlooks how Oregon's relatively high income taxes impact your overall financial plan.
- Income tax awareness. Confirm the advisor understands Oregon's tax environment and how it affects your investment and withdrawal strategies.
- Retirement timing. Ask how they help you plan withdrawals to minimize tax burdens over time.
- Estate considerations. Discuss how they incorporate inheritance planning with state tax implications.
- Fee structure clarity. Since flat-fee advisors are common here, ensure you understand how fees align with the services provided.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Malakai G
Series 66
Springfield, OR
OSAIC Advisory Services, LLC
Malakai Gaines offers financial planning in Springfield, OR, with a focus on annuities and flat-fee structures, which can help manage Oregon's income tax impact on retirement and inheritance planning. Working at Osaic Advisory Services, a large SEC-registered firm, he supports diverse clients with investment management and retirement consulting, providing flexible fees and multiple program models to suit various financial needs.
Experience: 0 years
Avg account: $508,486
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Micah W
Series 65
Springfield, OR
Tandem Financial Planning LLC
Micah Weiss in Springfield, OR, offers financial planning with a focus on cash flow, debt management, and estate guidance, suitable for those navigating Oregon's tax environment. His firm, Tandem Financial Planning LLC, uses a long-term, evidence-based investment approach and offers flat-fee, project-based planning, making him a practical choice for individuals and small businesses seeking transparent fees and tax-aware strategies.
Experience: 1 year
Avg account: $21,190
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Todd M
Series 66
Springfield, OR
T. Mann Financial
Todd Mann in Springfield, OR, offers expertise in tax-loss harvesting and business exit strategies, which are crucial for managing Oregon's income tax impact and retirement planning. His firm provides flat-fee financial planning and automated investing with a low 0.45% AUM fee, serving a diverse clientele including business owners and pension plans, distinguishing him with a broad investment approach and additional insurance services.
Experience: 7 years
Avg account: $439,484
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Thomas M
ChFC®, Series 63
Springfield, OR
Belpointe Asset Management LLC
Thomas Mcginnis brings over 53 years of experience in retirement and income planning, with expertise in tax-loss harvesting and active portfolio management, which is crucial for navigating Oregon's tax environment. Operating independently with a negotiable flat-fee structure at Belpointe Asset Management, he serves executives and business owners, offering personalized strategies within a large firm managing $7.5 billion in assets.
Experience: 53 years
Avg account: $705,312
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Christopher E
Series 63, Series 66
Springfield, OR
Edward Jones
Christopher Elliott's 25 years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer make him well-equipped to address complex income tax and inheritance planning in Springfield, OR. As part of Edward Jones, a large firm managing over $1 trillion in assets with a fiduciary standard, he offers a comprehensive approach with an annual program fee up to 1.35%, distinguishing him from smaller or flat-fee advisors.
Experience: 25 years
Avg account: $246,728
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