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Witt Consulting

(5)

“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.”

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Clarity Wealth Development

(1)

“Visited with Clarity Wealth when we purchased our home to get all our ducks in a row.”

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Tax & Wealth Management Corvallis CPA & Financial

(4)

“They got my taxes done in a timely manner and they were very professional.”

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Scott Meeker CPA

(2)

“Thank you for being so helpful and knowledgeable.”

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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...”

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Oregon Credit & Collections

(1)

“The staff works hard and has helped set the precedent with my company that signed agreements are to be met.”

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Cheever Capital Management

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

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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.”

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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.”

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Modewealth

(3)

“Melvin and Mode Wealth has been a great help to our family.”

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Summit Wealth Management

Estate Planning Strategies, Individual Retirement Accounts, Planning For Retirement

“By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fa...”

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Brazier Hinz & Associates

Asset Managment Concepts, Account Access, The Planning Process

“Based in Salem, Oregon, Oregon Planners is a comprehensive financial services firm dedicated to helping you pursue financial independence. As independent financial planners with over 59 years combined experience, we offer a wide range of products and...”

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Pers & Retirement Consultants

Personalized Investment Plan, Financial Prosperity

“At Haven Financial Group every client is valued and respected. We partner with our clients to develop and support a financial plan, tailored to fit personal family values, community, lifestyle, dreams and goals.”

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Capstone Wealth Advisors

(2)

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

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Digital Edge Wealth Management

(1)

“Zachary's understanding of markets, traditional and emerging, physical or digital was well beyond what I had expected and I only wish the best for him and his company going forward!”

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Capital Financial Planners

(1)

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

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Cascade Pacific Financial Planners

“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”

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Boldt Carlisle + Smith

Slbiggs, Bankruptcy and Insolvency, Asia

“Explore our site to learn how our experience in traditional tax, audit, compliance, and financial strategy can help you achieve exponential growth.”

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Apex Inventory Service

Asset Inventory Audit, Mystery Shop Audit, SKU Inventory Audit

“Apex Inventory Service provides business to business inventory managment solutions. Physical Inventory, Financial inventory, Price book building, retail IT solutions.”

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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.”

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AIO Fee Only Financial Advisors

“AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.”

FAQs

How many times do we meet per year?

We set up meetings 3 times per year; however, you can contact us at any time and set up a meeting as you need them. We would rather address any issues you have as they come up and not have you wait until our scheduled meetings.

Where do client meetings take place?

We offer both in person and virtual meetings. We are available for virtual meetings all year round. In person meetings depend on where you are located and our travel schedule.

What investments strategy do you use?

We provide individualize portfolios. In general, we believe in having a broadly diversified portfolio and rebalancing the portfolio regularly. The account distribution depends on the individual risk tolerance and investment objectives.

Do you work on an hourly basis or on one-time projects?

Currently, we are not set up to handle hourly clients. We offer one-time project work. We will collect all of your information ahead of time and enter it into our programs. We provide a 1-1/2 hour meeting to address the issues you want us to cover. We charge $1,500 for this service. We offer an index investing course and forum as well. Most of our clients work with us on an ongoing basis.

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

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The Legacy Group

Calculator Library, Blog, Useful Websites

“We specialize in providing financial planning advice and wealth management tailored specifically for you. While we work with a diverse clientele including foundations and sudden wealth (divorce or inheritance), our focus is with clients that are prep...”

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James A. Coplin and Associates

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Vantage Point Financial

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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.

Witt Consulting

Clarity Wealth Development

Tax & Wealth Management Corvallis CPA & Financial

Scott Meeker CPA

Turman Financial Group

Oregon Credit & Collections

Cheever Capital Management

Allen Financial Wealth Management / LPL Financial

Great Oak Advisors

Modewealth

Summit Wealth Management

Brazier Hinz & Associates

Pers & Retirement Consultants

Capstone Wealth Advisors

Digital Edge Wealth Management

Capital Financial Planners

Cascade Pacific Financial Planners

Boldt Carlisle + Smith

Apex Inventory Service

Lulay Financial

AIO Fee Only Financial Advisors

The Legacy Group

James A. Coplin and Associates

Vantage Point Financial

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