The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Medford area.
Learn how we score.
Prominent finalists A-Z in Medford
Ashland Pacific
Blue Rock Financial Services
Breeze Financial Group
Cutler Investment Group
Danny Kerns | Exp Realty
Elevation Capital Strategies
Fidelis iM
Fortress Financial Group
Jones & Associates
Koenig Investment Advisory
Lewellyn Financial Management
Lighthouse Financial Planners & Advisors
Lindbloom Investment Services
Miller Student Loan Consulting
Nagel & Padilla
Oregon Pacific Financial Advisors
Practice Financial Group
Retirement Planning Specialists
Rogue Valley Financial
Savage and Company Wealth Management
Seacrest Wealth Management
Summit Financial Network / EGL Investments
The Pers Guy – Gary Duvall
True North Wealth Strategies
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Lewellyn Financial Management
(7)
Wealth Management Formula, Wealth Management Process
“They make investing easy, understandable, and fun.”
i
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Rogue Valley Financial
(1)
Blog, Tell A Friend
“Working with Melanie was the first time I've had a financial advisor ask what my values are so my investments are not only having great returns, but are also ensuring I am investing in the future I want to see.”
i
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The Pers Guy - Gary Duvall
(5)
Retirement
“I have sent Gary a few new clients and they have had nothing but amazing things to say about him.”
i
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Oregon Pacific Financial Advisors
(3)
Business & Transition Planning, Financial Planning & Wealth Management, Retirement Plans For Businesses
“It's so nice to have a company that does it all; retirement planning, investment management, risk management, estate planning, and actually does a thorough planning before they jump into just investments.”
i
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Jones & Associates
(2)
Legal Strategies, Jones Medicare Solutions, Tax Support
“I've had nothing but frustration and disappointment from three other investment advisors.”
i
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Lindbloom Investment Services
(1)
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“He truly cares for his clients, is always friendly, and often goes out of his way to serve.”
i
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Fidelis iM
(1)
“He was always prompt to return phone calls and alert me if we needed to make any changes.”
i
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Ashland Pacific
(1)
“I have been working with Taylor Ashland since 2014, and he is a wealth of knowledge in the investment realm.”
i
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Elevation Capital Strategies
“Investment advisory services offered by licensed investment advisors of Elevation Capital Advisory, LLC., an SEC Registered Investment Advisor. Insurance services offered by its affiliate Elevation Capital Strategies, Inc. Neither the firm nor its re...”
i
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Blue Rock Financial Services
“Together we review where you are financially, and explore where you want to be. We will then develop a roadmap that outlines how we will organize and monitor your financial life in three critical areas – Needs, Wants, and Dreams SERVICE LEVELS + PRIC...”
i
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Danny Kerns | Exp Realty
(2)
“He really knows the financial aspects of investing through real estate, and can guide you through the process of buying our selling your property.”
i
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Seacrest Wealth Management
(1)
“She has been our financial advisor for about 4 years.”
“Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce...”
i
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Breeze Financial Group
(1)
“I signed up recently and I love knowing what is going on with my debt.”
i
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Koenig Investment Advisory
“Koenig Investment Advisory, LLC is a wealth management firm offering fee-only investment and wealth planning services to individuals, families, and business owners. We understand each client has unique needs, and we provide custom-tailored solutions ...”
i
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True North Wealth Strategies
“After 20 years of investment banking experience serving as Vice President of Investments with three of the top 5 largest financial institutions in the US, in addition to being personally mentored in market timing, trends and sectors, by the esteemed ...”
i
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Practice Financial Group
(19)
Tax
Work
Future
“After hours of consultation and planning, I was able to sell my business, relocate to our dream area, purchase our dream home, and navigate the process with the help of PFG.”
i
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Miller Student Loan Consulting
(10)
Conversations
Phone
Charge
“In a domain of life that most often only brings pain, exhaustion and discouragement, Jan Miller is a light in the darkness to provide comfort, clarity and freedom.”
“Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of jus...”
“For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, a...”
i
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Nagel & Padilla
“At Nagel & Padilla LLC, Certified Public Accountants and Business Advisors we bring an integrated approach to anticipating and meeting client needs that merges traditional accounting with strategic planning and advisory services. With this holist...”
i
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Savage and Company Wealth Management
Financial Planning, Investment Management
“When it comes to your financial future, you can't just leave it to anyone. But when you choose a Certified Financial Planner™ Professional you'll know you're in good hands. That's because every CFP® pro is thoroughly vetted to uphold the highest stan...”
i
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Fortress Financial Group
(1)
“Very friendly and knowledgeable.”
i
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