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Find Top Financial Advisors in Oregon

Oregon is home to a population of over 4.2 million residents with a cost of living in the state that is 14% higher than the national average. As such it may be beneficial for Oregon residents to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities and make the most of their finances. However, it is easier said than done. At WiserAdvisor, we recognize the importance of finding the right financial advisor that would be a good fit for you and one that would provide you with a customized financial plan. The list of vetted financial advisors and advisory firms in Oregon provided in the directory are all carefully vetted based on their years of experience, compensation methods (Fee-only and Fee-Based), and track records with FINRA and the SEC. Screened financial advisors in our network are knowledgeable about Oregon's financial environment and have experience providing tailored advice for various financial matters, including retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.

How To Find Trusted Financial Advisors in Oregon

Oregon has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Oregon have an average of 15 years of experience.

NOTE: The list of vetted financial advisors in Oregon mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Oregon.

Qualified Financial Advisors in Oregon

VETTED
Financial Advisor
Neal RichardsAxiom Wealth Strategies243 SW Scalehouse LoopBend, OR 97702
Experience15 Years
AUM$82,000,000
Minimum Assets$50,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Oregon

Neal Richards
VETTED
Neal Richards
Axiom Wealth Strategies
About Neal Richards
Neal began his career in 2007 working in Bend during the financial crisis and the great recession for Northwestern Mutual, a Life Insurance company. This experience helped refine his business as well as his personal financial planning. In 2012 Neal began working for Wells Fargo Advisors where he worked helping clients invest and plan. His experience at Wells Fargo Advisors amalgamized his investment philosophy as well as his conviction in the value of planning over product. In April of 2017, Neal joined Cascade Financial Strategies, an independent RIA, where his practice blossomed into what it is today.

Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool.

Who he is can be reflected in the people in his life he is most thankful for:

His wife and kids: I'm not sure where you end, and I begin.

His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both.

Working associate, John Aspell: I owe you my career& thanks for taking a chance on me.

Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.
About Axiom Wealth Strategies
Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building that, if understood and embraced, yield fruit in this life and in the lives to come. He believes these principles of wisdom are where true wealth resides. He named the firm Axiom, which means self-evidently true, with the hope of pointing to this wisdom and reveal where true wealth is found.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 5426580Firm CRD# 313124Series 6, 7, 63, 66
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
243 SW Scalehouse Loop,Ste 5B,Bend,OR 97702
Phone Number
541-728-1285

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FINRA/SEC Registered Advisors

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Firm Name
STANCORP INVESTMENT ADVISERS, INC.Portland, OR
No. of Advisors112
AUM$34,385,256,113
No. of Clients126310
Fee StructureA percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
Firm Name
GOVERNMENT PORTFOLIO ADVISORS LLCPortland, OR
No. of Advisors9
AUM$25,897,235,362
No. of Clients73
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
JENSEN INVESTMENT MANAGEMENT INC.Lake Oswego, OR
No. of Advisors41
AUM$13,438,401,059
No. of Clients431
Fee StructureA percentage of AUM
Firm Name
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.Portland, OR
No. of Advisors60
AUM$8,394,137,837
No. of Clients4068
Fee StructureA percentage of AUM
Firm Name
NORTHWEST CAPITAL MANAGEMENT INC.Lake Oswego, OR
No. of Advisors17
AUM$6,856,132,947
No. of Clients1409
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
KINGSVIEW WEALTH MANAGEMENT, LLCGrants Pass, OR
No. of Advisors225
AUM$6,745,495,357
No. of Clients24847
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ALDRICH WEALTH LPLake Oswego, OR
No. of Advisors40
AUM$5,572,244,811
No. of Clients2352
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
NORTHSIDE CAPITAL MANAGEMENT LLCHood River, OR
No. of Advisors12
AUM$5,287,126,759
No. of Clients545
Fee StructureA percentage of AUM, Fixed fees
Firm Name
CAMPBELL GLOBALPortland, OR
No. of Advisors142
AUM$5,283,396,280
No. of Clients19
Fee StructureA percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
Firm Name
FOCUSPOINT SOLUTIONS, INC.Portland, OR
No. of Advisors40
AUM$5,001,681,150
No. of Clients27667
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BECKER CAPITAL MANAGEMENT, INC.Portland, OR
No. of Advisors33
AUM$4,613,776,609
No. of Clients1893
Fee StructureA percentage of AUM, Hourly charges
Firm Name
M HOLDINGS SECURITIES, INC.Portland, OR
No. of Advisors706
AUM$4,513,584,910
No. of Clients9871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
VARIANT INVESTMENTSPortland, OR
No. of Advisors28
AUM$2,986,840,963
No. of Clients3
Fee StructureA percentage of AUM
Firm Name
DESCHUTES INVESTMENT CONSULTING, LLCPortland, OR
No. of Advisors12
AUM$2,474,201,625
No. of Clients340
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm Name
VISTA CAPITAL PARTNERS, INC.Portland, OR
No. of Advisors32
AUM$2,445,045,898
No. of Clients2900
Fee StructureA percentage of AUM

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