Albany, OR

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Albany, OR
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Best Financial Advisors near Albany, OR

We have 3 firms in Albany on file, and all of them are on this list, along with 21 from Salem (12, 21 mi), Corvallis (8, 10 mi) and Stayton (1, 19 mi).

1 open weekends · 17 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

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Boehme Gerald a CPA

Boehme Gerald a CPA

Transparent Fees & Pricing
In Business Since 1997
BBB Rating: A+
937 SE Geary St, Albany, OR
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Keith Wealth Advisors

Keith Wealth Advisors

(4)
“20 + years as my financial guru & he's always done right by me.”
In Business Since 2022
375 Pacific Blvd SW B, Albany, OR
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Edward Jones - Financial Advisor

Edward Jones - Financial Advisor

(1)
“Always great.”
117 W 1st Ave Ste 101, Albany, OR
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Clarity Wealth Development

Clarity Wealth Development

(2)
“I would recommend Clarity Wealth Development's services to anyone looking for sound financial advice, because not only do they produce results, but they make you feel like one of their family as well.”
Accepts All Major Credit Cards
In Business Since 2014
BBB Rating: A+
Corvallis, OR · 10 mi from Albany
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Vantage Wealth Management

Vantage Wealth Management

(7)
  • Insurance
“Easy to work with, proactive communication and excellent customer service.”
In Business Since 2022
Corvallis, OR · 10 mi from Albany
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Witt Consulting

Witt Consulting

(6)
“Their knowledgeable staff has been wonderful to work with and continues to help us navigate all the difficulties that come with tax and financial management as a growing company.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2008
Accepts All Major Credit Cards
Corvallis, OR · 10 mi from Albany
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The 24 firms listed for Albany, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Albany, OR

21 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 108 reviews; 17 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 31 years. 1 offers remote or virtual consultations; 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 23 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Albany listed here?

3 of the 24 firms are located in Albany. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Tax & Wealth Management Corvallis CPA & Financial

Tax & Wealth Management Corvallis CPA & Financial

(3)
“Wonderful company with friendly and caring staff!”
In Business Since 2007
Corvallis, OR · 10 mi from Albany
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Scott Meeker CPA

Scott Meeker CPA

(3)
“Thank you for being so helpful and knowledgeable.”
In Business Since 2010
Corvallis, OR · 10 mi from Albany
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Willamette Investment Advisors

Willamette Investment Advisors

In Business Since 2013
Corvallis, OR · 10 mi from Albany
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Turman Financial Group

Turman Financial Group

In Business Since 2007
Corvallis, OR · 10 mi from Albany
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Lulay Financial

Lulay Financial

(1)
“I receive the quality information that I need so that I'm able to make the best decision that I can with the most accurate and available information.”
In Business Since 1998
Stayton, OR · 19 mi from Albany
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PLC Asset Management

PLC Asset Management

In Business Since 2005
Transparent Fees & Pricing
Corvallis, OR · 10 mi from Albany
FAQs
What is your minimum account size?
Minimum size is $100,000 per household. The minimum may be reached through a single account or an aggregate of multiple accounts registered to the same household.
What is your management fee?
The management fee is assessed as a percentage of assets under management. The rate primarily depends on the amount being managed. A general guideline is as follows:
What kind of clients do you serve?
Our approach was designed to benefit moderate to conservative investors that are interested in growth but place a high priority on preservation of capital. Individuals near or in retirement and entities like charitable endowments or foundations will find that this method of portfolio management was intentionally developed to address their most common and specific concerns:
How is your approach different from other investment advisors?
Our method of managing investment portfolios is substantially different from most. Rather than attempting to predict the future from the same news and valuation metrics that everyone else uses, we use a set of math-driven rules to determine investment decisions. There is nothing predictive about it. All decisions are driven by an understanding of risk and the probability of success. No investor is perfect. Our difference is in acknowledging imperfection and carefully planning for it so that value is better protected during adverse conditions, allowing us to more fully participate as conditions improve.
Do you have a performance track record I can see?
Sure. Bear in mind that we are not managing a fund, but individual client portfolios. After a discussion that reveals a better understanding of your risk tolerance and investment objectives we can provide you with historical return figures for accounts with similar characteristics.
More information can also be found on the FAQ page of our website.
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Allen Financial Wealth Management / LPL Financial

Allen Financial Wealth Management / LPL Financial

(12)
  • Understanding
“Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me.”
In Business Since 1996
BBB Rating: A+
Salem, OR · 21 mi from Albany
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Professional Benefit Services

Professional Benefit Services

(17)
  • Prices
  • Plan
  • Company
“Good company to deal with”
Family Business
In Business Since 2000
Transparent Fees & Pricing
Salem, OR · 21 mi from Albany
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Modewealth

Modewealth

(7)
  • Company
  • Information
  • Communication
“During my very first tax planning appointment, I was provided with a portion of my plan that saved me way more money than the fee I paid Mode Wealth to do my tax plan in the first place…and that was just the first of several tax planning visits!”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
Salem, OR · 21 mi from Albany
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The H Group

The H Group

Transparent Fees & Pricing
In Business Since 2003
CFP Certified
Salem, OR · 21 mi from Albany
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Maps Investments - Hines Branch

Maps Investments - Hines Branch

Offers Financing Options
Transparent Fees & Pricing
In Business Since 1995
NMLS #462882
Salem, OR · 21 mi from Albany
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Finance Strategists

Finance Strategists

Free Initial Consultation
Remote Consultations Available
In Business Since 2020
Transparent Fees & Pricing
Salem, OR · 21 mi from Albany
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Great Oak Advisors

Great Oak Advisors

(3)
“He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between.”
In Business Since 2010
Accepts All Major Credit Cards
Salem, OR · 21 mi from Albany
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Keudell/Morrison Wealth Management

Keudell/Morrison Wealth Management

(1)
“They have also worked with me to set up my account to fit my needs exactly”
In Business Since 2012
Salem, OR · 21 mi from Albany
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Summit Wealth Management

Summit Wealth Management

(1)
“I live in Portland and only get there in person a few times a year, but, I feel like I can always call or e-mail”
In Business Since 2014
Salem, OR · 21 mi from Albany
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Littlejohn Financial

Littlejohn Financial

In Business Since 2010
Free Initial Consultation
Salem, OR · 21 mi from Albany
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Jarvill Wealth Management

Jarvill Wealth Management

(3)
“I recommend Jon to anyone interested in knowing more about their finances.”
In Business Since 2021
Salem, OR · 21 mi from Albany
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Capstone Wealth Advisors

Capstone Wealth Advisors

(2)
“I can't say enough good things about Ryan Skogstad and his team at Capstone Wealth Advisors.”
In Business Since 2012
Salem, OR · 21 mi from Albany
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HomeWealth Management AdvisorsOregonAlbany, OR

Retirement Planning and Investment Management Services in Albany, OR Cost Estimates

Minimum cost
$1050
Maximum cost
$8922
National Average
$3149
Avg Per Hour Rates
$315
$2100
$5773
Typical price range is based on 371 cost profiles
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Average Cost $3149
Minimum cost $1050
Maximum cost $8922
Avg Per Hour Rates $315

Typical range $2100 to $5773 is based on 371 cost profiles.

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