Best Financial Advisors in Medford, OR

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Medford area.

Rogue Valley Financial

Rogue Valley Financial

(1)
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“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.”
In Business Since 2018
Offers Financing Options
2581 Whittle Ave, Medford, OR
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Persadvisor- Gary Duvall

Persadvisor- Gary Duvall

(5)
  • System
  • Retirement
  • Benefits
“I have sent Gary a few new clients and they have had nothing but amazing things to say about him.”
In Business Since 2015
Free Initial Consultation
930 Town Centre Dr, Medford, OR
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Oregon Pacific Financial Advisors

Oregon Pacific Financial Advisors

(4)
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.”
In Business Since 1995
Accepts All Major Credit Cards
210 W 8th St, Medford, OR
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Jones & Associates Premier Financial Solutions

Jones & Associates Premier Financial Solutions

(3)
Legal Strategies, Generational Vault, Tax Support
“Everett returned my call”
In Business Since 2001
2436 W Main St, Medford, OR
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Lighthouse Financial Planners & Advisors

Lighthouse Financial Planners & Advisors

(2)
Investment Management, Financial Planning, Retirement Planning
“I was lost when I began my investment journey and she helped me understand how simple it can be to take control of my future and retirement.”
In Business Since 2020
33 N Central Ave Suite 317, Medford, OR
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Lindbloom Investment Services

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.”
In Business Since 2022
3348 Darrell Dr, Medford, OR
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Fidelis iM

Fidelis iM

(2)
“He was always prompt to return phone calls and alert me if we needed to make any changes.”
In Business Since 2012
CFP Certified
3551 E Barnett Rd UNIT 107, Medford, OR
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Lewellyn Financial Management

Lewellyn Financial Management

(7)
Wealth Management Formula, Wealth Management Process
“They make investing easy, understandable, and fun.”
In Business Since 2000
Accepts All Major Credit Cards
714 Cardley Ave, Medford, OR
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Ashland Pacific

Ashland Pacific

(1)
“I have been working with Taylor Ashland since 2014, and he is a wealth of knowledge in the investment realm.”
In Business Since 2009
670 Superior Ct #210, Medford, OR
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Elevation Capital Strategies

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...”
In Business Since 2014
3553 Arrowhead Dr Suite 101, Medford, OR
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Blue Rock Financial Services

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...”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
Licensed, BBB Rating: A+
6023, 16 N Riverside Ave, Medford, OR
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Danny Kerns | Exp Realty

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.”
713 S Riverside Ave, Medford, OR
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Seacrest Wealth Management

Seacrest Wealth Management

(1)
“She has been our financial advisor for about 4 years.”
In Business Since 2008
3255 Hillcrest Rd #108, Medford, OR
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Magen L Fong and Jacob Brown, Voya Financial Advisors

Magen L Fong and Jacob Brown, Voya Financial Advisors

(2)
“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...”
724 S Central Ave, Medford, OR
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Breeze Financial Group

Breeze Financial Group

(1)
“I signed up recently and I love knowing what is going on with my debt.”
401 Crater Lake Ave # 5, Medford, OR
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Koenig Investment Advisory

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 ...”
In Business Since 2007
1020 E Jackson St, Medford, OR
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True North Wealth Strategies

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 ...”
In Business Since 2015
310 Crater Lake Ave STE 103, Medford, OR
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Practice Financial Group

Practice Financial Group

(20)
  • Tax
  • Work
  • Future
“I would add to this the sooner you can start working with them the better for both your peace of mind and so you can get started on achieving your financial long term goals.”
In Business Since 2013
Serving Medford Area
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Miller Student Loan Consulting

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.”
20++ Years Experience
Medford, OR
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Summit Financial Network / EGL Investments

Summit Financial Network / EGL Investments

Estate Planning, Conservatorships/ Guardianships, Investment Planning
“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...”
In Business Since 2019
Serving Medford Area
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Cutler Investment Group

Cutler Investment Group

(1)
“Call and invest smart”
In Business Since 1979
Serving Medford Area
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Savage and Company Wealth Management

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...”
In Business Since 2013
ONLY Certified
Serving Medford Area
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Nagel & Padilla

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...”
Transparent Fees & Pricing
In Business Since 1989
LLC, LLC, LLC, LLC Certified
Serving Medford Area
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Fortress Financial Advisors

Fortress Financial Advisors

(1)
“Very friendly and knowledgeable.”
Serving Medford Area
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Retirement Planning and Investment Management Services in Medford, OR Cost Estimates

Minimum cost
$1135
Maximum cost
$9645
National Average
$3404
Avg Per Hour Rates
$341
$2270
$6241
Typical price range is based on 375 cost profiles
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Average Cost $3404
Minimum cost $1135
Maximum cost $9645
Avg Per Hour Rates $341

Typical range $2270 to $6241 is based on 375 cost profiles.

Why these companies made our list

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