View Profile
Legacy Financial Services
“David Hinson and his team are extremely knowledgeable and helpful.”
Best Financial Advisors in Eugene, OR
24 firms listed · all 24 in Eugene · 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
View Profile
Practice Peak Advisors Powered by Jones & Roth Cpas
“Very professional and extremely helpful suggestions for successful business practices.”
View Profile
Gary Richter - Willamette Wealth Partners
“Very thankful for all his help- I recommend him to everyone.”
View Profile
Northwest Retirement Services
View Profile
Guiding Financial
View Profile
Roehl & Yi Investment Advisors
The 24 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 24 firms we list here are in Eugene itself. We have 33 firms in Eugene on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 30 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 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 2 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; 18 publish a contact page; 19 list a public email and 4 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?
4 of the 24 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.
View Profile
Mallery Financial
View Profile
ADB Capital Management
“I found Art to be very knowledgeable when it comes to complex financial management.”
View Profile
Retirement Planning Group
“He understands the PERS system and helps me to work with it to create the retirement I want.”
View Profile
Finley Davis Financial Group
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
View Profile
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.”
View Profile
Bright Future Wealth Management
View Profile
Accurate Bookkeeping & Tax Service
“I have had my taxes done here for a few years now.”
View Profile
Generations Financial Partners
“After receiving a fast response to my request for an appointment, I was pleased to meet with Martin Hansen.”
View Profile
Tetralogy Financial Planning Group
View Profile
Fiscal Funding
View Profile
Bonebrake Financial Planning & Wealth Management
View Profile
Journeytree Financial Advisors
View Profile
Kevin P. Greig, CPA
View Profile
Mahalak Financial
View Profile
Hyster Financial Group
View Profile
Eugene Private Wealth Management
“Now that we're retired she is Very Informative & Good at protecting our investments!!”
View Profile
BKM Financial
View Profile
Sage Wealth Strategies
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
