Best Financial Advisors in Eugene, OR

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Eugene area.

Legacy Financial Services

Legacy Financial Services

(2)
Tell A Friend, Cltc
“David Hinson and his team are extremely knowledgeable and helpful.”
Licensed, BBB Rating: A+
In Business Since 2001
Accepts All Major Credit Cards
1860 Coburg Rd, Eugene, OR
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Buller, Wuite, Olsson & Rosenberg

Buller, Wuite, Olsson & Rosenberg

“Oregon-grown Buller, Wuite, Olsson & Rosenberg, P.C. began in Eugene in 1968 as Jurgenson & Buller CPAs. We built our reputation working locally with individuals and small businesses to provide sound financial advice combined with personalized, frien...”
Licensed, BBB Rating: A+
In Business Since 1990
Accepts All Major Credit Cards
440 E 2nd Ave, Eugene, OR
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Practice Peak Advisors Powered by Jones & Roth Cpas

Practice Peak Advisors Powered by Jones & Roth Cpas

(4)
Year-Long Advisory Meeting Schedule, How we Work With You, On-Demand Media
“Very professional and extremely helpful suggestions for successful business practices.”
Licensed, BBB Rating: A+
In Business Since 1950
Accepts All Major Credit Cards
260 Country Club Rd #100, Eugene, OR
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Willamette Wealth Partners: Independence Powered By LPL Financial

Willamette Wealth Partners: Independence Powered By LPL Financial

(1)
“We appreciate his ability to remember out details and to explain things with visuals, sometimes a few times until we understand.”
Locally Owned & Operated
In Business Since 2015
895 Country Club Rd a150, Eugene, OR
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Gary Richter - Willamette Wealth Partners

Gary Richter - Willamette Wealth Partners

(1)
“Very thankful for all his help- I recommend him to everyone.”
Locally Owned & Operated
In Business Since 2015
895 Country Club Rd a150, Eugene, OR
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Powers Howard Quimby

Powers Howard Quimby

(1)
“Smart, effective, personable and reasonable pricing.”
Transparent Fees & Pricing
In Business Since 2017
450 Country Club Rd #250, Eugene, OR
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Guiding Financial

Guiding Financial

“Based in the beautiful Northwest, I am doing what I love! My children have grown into amazing adults, my dog is happy to go out on the trail but okay to rest when I'm busy geeking out on finance. My husband has taken up sailing - a hobby that challen...”
Free Initial Consultation
In Business Since 2013
207 E 5th Ave Suite 220, Eugene, OR
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Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors

Retirement Plan, Wealth Management
“We pride ourselves on our defining qualities—we are experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own a...”
In Business Since 1993
450 Country Club Rd #200, Eugene, OR
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Northwest Retirement Services

Northwest Retirement Services

Articles, Newsletters, Tax Library
“Northwest Retirement Services, Inc. was incorporated in 1994 as a firm specializing in financial planning. We have become one of the largest companies of its kind in the Pacific Northwest. The firm does not represent any one financial intermediary, t...”
In Business Since 1996
1143 Oak St, Eugene, OR
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Mallery Financial

Mallery Financial

Services to Non-Profits, Financial Planning, Investments
“Whether you're investing for current income, long-term objectives, or a specific goal in between, we will tailor an investment program specific to your risk profile, goals, and preferences. We welcome you to join our values-based, transparent, collab...”
Accepts Cash
In Business Since 2014
923 Country Club Rd # 100, Eugene, OR
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Green Leaf Financial Consulting

Green Leaf Financial Consulting

(2)
“Great folks you can trust!”
In Business Since 2010
2350 Oakmont Way #106, Eugene, OR
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Retirement Planning Group

Retirement Planning Group

(1)
“He understands the PERS system and helps me to work with it to create the retirement I want.”
Accepts All Major Credit Cards
In Business Since 1995
1600 Valley River Dr Ste 150, Eugene, OR
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Finley Davis Financial Group

Finley Davis Financial Group

(1)
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
In Business Since 2005
2911 Tennyson Ave #301, Eugene, OR
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Syman-Degler Group

Syman-Degler Group

(1)
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
In Business Since 2021
1163 Olive St #100, Eugene, OR
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ADB Capital Management

ADB Capital Management

(1)
“I found Art to be very knowledgeable when it comes to complex financial management.”
In Business Since 2011
401 E 10th Ave # 245, Eugene, OR
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Bright Future Wealth Management

Bright Future Wealth Management

“Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progre...”
Accepts All Major Credit Cards
In Business Since 2019
169 W 6th Ave Ste 102a, Eugene, OR
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Accurate Bookkeeping & Tax Service

Accurate Bookkeeping & Tax Service

(4)
Business Services, Tax Services, Quickbooks Services
“What a relief to know that our somewhat complicated return will be handled quickly and competently.”
Licensed
In Business Since 1996
2757 River Rd, Eugene, OR
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Principle Accounting

Principle Accounting

(7)
“Great, friendly and competent accountants!”
Accepts All Major Credit Cards
In Business Since 1975
1580 Valley River Dr #290, Eugene, OR
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W. Ben Utley at Physician Family Financial Advisors

W. Ben Utley at Physician Family Financial Advisors

(3)
“He was very generous with his time, gave great advice and explains complicated things very clearly!”
Accepts All Major Credit Cards
1053 High St, Eugene, OR
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Generations Financial Partners

Generations Financial Partners

(2)
“After receiving a fast response to my request for an appointment, I was pleased to meet with Martin Hansen.”
In Business Since 2017
54 E Howard Ave, Eugene, OR
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Voya Financial

Voya Financial

(1)
“I was a bit nervous about the paperwork needing to be filled out and it was a comfort to have someone to help me fill it out.”
Licensed
In Business Since 2021
975 Oak St Suite 410, Eugene, OR
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Future Planning Systems

Future Planning Systems

(1)
Mutual Funds|
“I am very pleased with the returns on my investments and am feeling very optimistic about my financial future with the help of Future Planning Systems.”
Accepts Check
In Business Since 1991
2290 Oakmont Way, Eugene, OR
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Tetralogy Financial Planning Group

Tetralogy Financial Planning Group

“We operate differently than your average financial advisors. Rather than assigning you a single advisor, we work as a team, pooling our expertise in every service we provide. With over sixty years of combined experience, we take best practices from a...”
In Business Since 2019
1600 Executive Pkwy Suite 230, Eugene, OR
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Fiscal Funding

Fiscal Funding

Top Free Software, Medicare Quote, HSA Application
“With inflation cutting into consumers' purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.”
Offers Financing Options
In Business Since 1999
1600 Executive Pkwy, Eugene, OR
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Retirement Planning and Investment Management Services in Eugene, OR Cost Estimates

Minimum cost
$1208
Maximum cost
$10268
National Average
$3624
Avg Per Hour Rates
$363
$2416
$6644
Average price range is based on 301 cost profiles
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Average Cost $3624
Minimum cost $1208
Maximum cost $10268
Avg Per Hour Rates $363

Average range $2416 to $6644 is based on 301 cost profiles.

Why these companies made our list

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