Legacy Financial Services
“If i have a question or concern they are always willing to make the time to address it.”
Best Financial Advisors in Eugene, OR
23 firms listed · all 23 in Eugene · 15 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Bright Future Wealth Management
“Not to mention she has achieved a considerable rate of return in my account without exposing me to a risk level that I'm uncomfortable with.”
Tetralogy Financial Planning Group
“When the financial news swings toward apocalyptic doom, Ryan and his colleagues are calming, reassuring, and at least one step ahead of the news.”
Guiding Financial
Bonebrake Financial Planning & Wealth Management
Kevin P. Greig, CPA
The 23 firms listed for Eugene, 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: Eugene, OR
All 23 firms we list here are in Eugene itself. We have 33 firms in Eugene on file; this page shows the highest-rated 23. 19 of the firms on this page have a rating, from 3.0 to 5.0 across 80 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), our firm (2), our location (2) and our qualifications (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Eugene take financial planning bookings online?
5 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Roehl & Yi Investment Advisors
Mallery Financial
Finley Davis Private Wealth
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
Accurate Bookkeeping & Tax Service
“One of the best advisors, tax accountants - highly knowledgeable and helpful”
Isler Wealth Management
Laura Duvall, LPL Financial
“Brilliant and kind she aligns the stars and holds up the sky, so fortunate p”
Syman-Degler Group
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
Retirement Planning Group
“He understands the PERS system and helps me to work with it to create the retirement I want.”
Tidepool Wealth Strategies
“I very much appreciate his willingness to work with my accountant to help me understand potential taxable issues.”
Generations Financial Partners
“After receiving a fast response to my request for an appointment, I was pleased to meet with Martin Hansen.”
Fiscal Funding
Northwest Retirement Services
“This building was built in 1910 and added to the National Register of Historic Places in 1983.”
Hyster Financial Group
Journeytree Financial Advisors
Mahalak Financial
Eugene Private Wealth Management
“Now that we're retired she is Very Informative & Good at protecting our investments!!”
Sage Wealth Strategies
Why these companies made our list
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