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24 firms listed · 11 in Medford · 2 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 16, 2026
The 24 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.
Of the 24 firms we list here, 11 are in Medford itself and 13 come from towns including Ashland (4, 12 mi), Jacksonville (3, 6 mi) and Central Point (2, 3 mi). 16 of the firms on this page have a rating, from 4.3 to 5.0 across 80 reviews; 15 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 18 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 22 of the firms on this page; 17 publish a contact page; 16 list a public email and 5 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.
11 of the 24 firms are located in Medford. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
