Top financial advisors in The Dalles, 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 managing your finances in The Dalles, OR, you might face challenges like navigating relatively high state income taxes or planning for long-term goals without the distraction of sales tax. A common mistake is overlooking how local tax rules affect your investment and retirement strategies, which can lead to unexpected tax bills or missed opportunities.
- Income tax impact. Ask how they incorporate Oregon's income tax rates into your overall financial plan to avoid surprises.
- Retirement timing. Confirm how they help you plan withdrawals and income streams considering local tax implications.
- Fee structure clarity. Flat-fee advisors here offer predictable costs; check how fees align with the services you need.
- Experience relevance. Seasoned advisors bring years of local market knowledge; ask how that benefits your specific financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anson L
Series 65
The Dalles, OR
von Borstel & Associates
Anson Lilienthal offers financial planning in The Dalles, OR, with expertise in factor investing, options strategies, and general tax planning, which can help address local income tax challenges. As an independent advisor serving high-net-worth clients, he works at von Borstel & Associates, a firm managing $576 million with a client-driven approach and charges 1.15% AUM fees plus hourly rates for consultations.
Experience: 3 years
Avg account: $1,362,931
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Heather R
Series 63, Series 66
The Dalles, OR
Edward Jones
Heather Runyon offers two decades of experience in general retirement planning, serving clients in The Dalles, OR, through Edward Jones, a large firm managing over $1 trillion in assets. Her firm provides diverse investment strategies and a program fee up to 1.35% annually, which may suit those seeking comprehensive wealth management with a structured fee approach.
Experience: 21 years
Avg account: $246,728
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John B
Series 63, Series 65
The Dalles, OR
Raymond James Financial
John Brunk's 37 years of experience and Series 63 and 65 designations equip him to address retirement and business succession planning challenges in The Dalles, OR, including local income tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and comprehensive planning tools, he serves a diverse client base, providing tailored financial plans that may suit those seeking seasoned guidance with predictable fees.
Experience: 37 years
Avg account: $700,796
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John C
ChFC®, Series 63
The Dalles, OR
Eagle Strategies (NY Life)
John Coats offers expertise in retirement income strategy and plans for business owners, making him well-suited for managing finances in The Dalles, OR, where local tax considerations are key. With 29 years of experience at a large firm, he provides flexible fee options including asset-based, hourly, and subscription fees, and integrates third-party managers to tailor client-directed solutions.
Experience: 29 years
Avg account: $235,446
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Sylvia J
Series 66
The Dalles, OR
LPL Financial
Sylvia Jorgensen's 19 years of experience and Series 66 designation equip her to address The Dalles' unique tax and retirement planning challenges, including wealth management and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, she serves diverse clients and brings insights from prior roles at Merrill and Bank of America, enhancing her local market expertise.
Experience: 19 years
Avg account: $399,489
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