View Profile

Independent Merchant Brokers

(50)

E-Commerce Solutions, Point of Sale Systems, Quickbooks Integrations

“Not only are we saving money with the merchant processing that best fits our small business, but anytime we have any issues (which is seldom) Jonathan is one call away & attentive to our needs.”

i

View Profile

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.”

i

View Profile

Vantage Wealth Management

(7)

Estate, Tax, Retirement

“Vantage fees like family plus they have saved us so much money on our auto insurance.”

i

View Profile

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.”

i

View Profile

Scott Meeker CPA

(3)

“Thank you for being so helpful and knowledgeable.”

i

View Profile

Tax & Wealth Management Corvallis CPA & Financial

(3)

“Wonderful company with friendly and caring staff!”

i

View Profile

Willamette Investment Advisors

“We work one-on-one with individuals, families, and business owners to create personalized financial and investment plans. Whether you are in the accumulation, distribution, preservation, or transfer-of-wealth stage in life, we take the time to unders...”

i

View Profile

Turman Financial Group

“It's a challenge navigating and evaluating all the investment choices available to you in Corvallis, in Oregon, around the country and around the globe. Turman Financial Group works with you to build your path to a strong financial future, using an i...”

i

View Profile

PLC Asset Management

“My youngest son is a member of a 4-H livestock judging club. Since he is too young to drive, I take him to the meetings and usually hang out to watch the proceedings. In a judging competition, the competitors are shown a group of four animals. They r...”

FAQs

Can you accommodate the need for regular monthly or quarterly withdrawals?

No problem. We can set up automatic transfers to a bank account or provide you with checking/debit card access to the cash portion of your investment account. Spending assumptions can be built in to the asset allocation and position size calculations that drive our process to ensure that cash needs are provided for while allowing the rest of the portfolio to be managed according to plan.

Will you work on an hourly basis instead of a management fee?

In some project-oriented circumstances, consultation on an hourly basis is possible. This arrangement is typically conducted on a short-term or sporadic as-needed basis.

What is your management fee?

For managed accounts, the 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:

More answers can be found on the FAQ page of our website.

i

View Profile

Boehme Gerald a CPA

“At Boehme + Running CPAs LLC, we've been serving the accounting needs of Albany, OR and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”

i

View Profile

Keith Wealth Advisors

(4)

“They try to keep me out of trouble and that is a full time job.”

i

View Profile

Edward Jones - Financial Advisor

(1)

“Always great.”

i

View Profile

Cheever Capital Management

“Cheever Capital Management LLC is a venture capital operating company located in Salem, Oregon and serves as General Partner for The Talents Venture Funds. We actively seek out strategic investment opportunities based on new technologies, new discove...”

i

View Profile

Allen Financial Wealth Management / LPL Financial

(12)

College Plans, Disability Income Insurance, Brokerage Accounts

“Now that we are both retired Tim continues to advise us in our investments as well as insuring that we both receive the income we need to maintain our life style.”

i

View Profile

Professional Benefit Services

(17)

Prices
Company
Plan

“I've always been able to get in touch with them when necessary and always get my questions answered to my satisfaction.”

i

View Profile

Modewealth

(7)

Tax Services, Business Services, Industries

“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!”

i

View Profile

Maps Investments - Hines Branch

“I love being a Maps member because everyone is much more helpful, friendly, and nice than the banks I went to with my parents growing up as a kid…Maps is extremely inclusive, diverse, and I never feel any judgment. Emily K.”

i

View Profile

Great Oak Advisors

(3)

Who We Are

“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.”

i

View Profile

Summit Wealth Management

(1)

Education Planning, Insurance, Retirement

“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”

i

View Profile

Littlejohn Financial

“Some financial advisors are fiduciaries, required by law to manage your assets or money in your best interest. A fiduciary advisor is required to provide suggestions that are in your best interest as the client rather than acting in their own self-in...”

i

View Profile

Capstone Wealth Advisors

(2)

“He's been my advisor for over 12 years.”

i

View Profile

Capital Financial Planners

(1)

“Helped us see the true value of the right financial advisor.”

i

View Profile

Bain Wealth Management

(2)

Investment Management, Tax Planning, Retirement Planning

“They are so kind and have went above and beyond to answer questions and help where ever they can.”

i

View Profile

North Star Retirement

(4)

Benefits
Seminar
Information

“Peggy had created a customized Social Security Timing retirement plan that showed me three options on when to begin pulling social security and what the benefits would be with each choice.”

i

Average Cost	$3193
Minimum cost	$1065
Maximum cost	$9045
Avg Per Hour Rates	$320

Best Financial Advisors in Corvallis, OR

The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Corvallis area.

Independent Merchant Brokers

Clarity Wealth Development

Vantage Wealth Management

Witt Consulting

Scott Meeker CPA

Tax & Wealth Management Corvallis CPA & Financial

Willamette Investment Advisors

Turman Financial Group

PLC Asset Management

Boehme Gerald a CPA

Keith Wealth Advisors

Edward Jones - Financial Advisor

Cheever Capital Management

Allen Financial Wealth Management / LPL Financial

Professional Benefit Services

Modewealth

Maps Investments - Hines Branch

Great Oak Advisors

Summit Wealth Management

Littlejohn Financial

Capstone Wealth Advisors

Capital Financial Planners

Bain Wealth Management

North Star Retirement

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

Why these companies made our list

Wealth Management Advisors near Corvallis

Popular in Corvallis