Persadvisor
“Gary is knowledgeable, calm and clear about a system that is intricate, confusing and tends to cause frustration.”
Best Financial Advisors in Medford, OR
15 firms listed · 10 in Medford · 11 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Oregon Pacific Financial Advisors
“If you are looking for someone to advise you on financial matters, give them a call.”
Eisenstein Financial Services
“Mark has done a fabulous job with my father's investments.”
Fidelis iM
“He was always prompt to return phone calls and alert me if we needed to make any changes.”
Ashland Pacific
“I have been working with Taylor Ashland since 2014, and he is a wealth of knowledge in the investment realm.”
Elevation Capital Strategies
“I recommend them to anyone who need's financial advice.”
The 15 firms listed for Medford, 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: Medford, OR
Of the 15 firms we list here, 10 are in Medford itself and 5 come from Jacksonville (3, 6 mi) and Central Point (2, 4 mi). 13 of the firms on this page have a rating, from 3.7 to 5.0 across 60 reviews; 11 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1991. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 11 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Medford listed here?
10 of the 15 firms are located in Medford. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Blue Rock Financial Services
Seacrest Wealth Management
Planner4u
Jacob Brown, Voya Financial Advisors
“My expectations were well exceeded by the comfort of knowledge experience and all of my questions answered simply understandable as the nightmare of paperwork became so simple I was relieved and so happy that I came to Megan I thank her immensely...”
Practice Financial Group
“We have been with PFG and advisor, Ryan Fiegi, for the last 4 years and I can honestly say it is one of the top 5 of best decisions I have ever made in my life!”
Lindbloom Investment Services
“He truly cares for his clients, is always friendly, and often goes out of his way to serve.”
Cetera Wealth Services/Egl Wealth Management
Cutler Investment Group
Pioneer Wealth Advisors
“What sets him apart from other financial advisors that we have had, however, is that he communicates a genuine concern for our welfare.”
Why these companies made our list
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