Salem, OR

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Salem, OR
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Best Financial Advisors in Salem, OR

24 firms listed · all 24 in Salem · 1 open weekends · 16 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

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Allen Financial Wealth Management / LPL Financial

Allen Financial Wealth Management / LPL Financial

(12)
  • Understanding
“Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me.”
In Business Since 1996
BBB Rating: A+
2651 Commercial St SE #2, Salem, OR
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Professional Benefit Services

Professional Benefit Services

(17)
  • Plan
  • Prices
  • Company
“This is the only 5 star review i have ever given a company.”
In Business Since 2000
Family Business
Transparent Fees & Pricing
1193 Royvonne Ave SE # 22, Salem, OR
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Modewealth

Modewealth

(7)
  • Information
  • Company
  • Financial
“During my very first tax planning appointment, I was provided with a portion of my plan that saved me way more money than the fee I paid Mode Wealth to do my tax plan in the first place…and that was just the first of several tax planning visits!”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
5778 Commercial St SE ste 250, Salem, OR
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Maps Investments - Hines Branch

Maps Investments - Hines Branch

Offers Financing Options
In Business Since 1995
Transparent Fees & Pricing
NMLS #462882
1900 Hines St SE, Salem, OR
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The H Group

The H Group

In Business Since 2003
Transparent Fees & Pricing
CFP Certified
500 Liberty St SE Ste. 310, Salem, OR
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Finance Strategists

Finance Strategists

Free Initial Consultation
In Business Since 2020
Remote Consultations Available
Transparent Fees & Pricing
565 Union St NE, Salem, OR
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The 24 firms listed for Salem, 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: Salem, OR

All 24 firms we list here are in Salem itself. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 93 reviews; 16 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are estate planning (3), retirement planning (3), business services (2), education planning (2) and tax planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 offers remote or virtual consultations; 1 offers payment plans; 3 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; 22 publish a contact page; 18 list a public email and 3 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 Salem take financial planning bookings online?

3 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.

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Great Oak Advisors

Great Oak Advisors

(3)
“He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between.”
In Business Since 2010
Accepts All Major Credit Cards
3468 Liberty Rd S, Salem, OR
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Keudell/Morrison Wealth Management

Keudell/Morrison Wealth Management

(1)
“They have also worked with me to set up my account to fit my needs exactly”
In Business Since 2012
235 Front St SE UNIT 300, Salem, OR
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Summit Wealth Management

Summit Wealth Management

(1)
“I live in Portland and only get there in person a few times a year, but, I feel like I can always call or e-mail”
In Business Since 2014
1500 Liberty St SE # 250, Salem, OR
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Littlejohn Financial

Littlejohn Financial

In Business Since 2010
Free Initial Consultation
1695 Commercial St SE, Salem, OR
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Jarvill Wealth Management

Jarvill Wealth Management

(3)
“He has been managing my family's investments for over a decade and most recently, my own investments, and couldn't be more happy.”
In Business Since 2021
1495 24th St NE, Salem, OR
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Capstone Wealth Advisors

Capstone Wealth Advisors

(2)
“I can't say enough good things about Ryan Skogstad and his team at Capstone Wealth Advisors.”
In Business Since 2012
2005 Madrona Ave SE, Salem, OR
Featured

We are proud to announce that Capstone Wealth Advisors has been recognized as one of the fastest-growing registered investment firms in America by InvestmentNews. 🚀📈 Capstone’s goal is to provide a financial platform where clients and advisors can thrive. Our rapid growth can be attributed to our innovative approach. 💡 While each advisor offers a unique perspective, our collaboration ensures a holistic, long-term investment discipline. Ready to join our growing community? Visit our website or call today. #capstonewealthadvisors #financialinnovation...

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Dupont Financial Group

Dupont Financial Group

(1)
“Phil and his crew are excellent at what they do they also invest in their local community and kids I would not take my money elsewhere”
In Business Since 2020
447 Ferry St SE, Salem, OR
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Capital Financial Planners

Capital Financial Planners

(1)
“Helped us see the true value of the right financial advisor.”
In Business Since 2009
1640 Liberty St SE, Salem, OR
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Freedom Spending Plans

Freedom Spending Plans

(1)
“George gave me some amazing info to help me get my budget back on track!”
In Business Since 2019
6120 Lake Labish Rd NE, Salem, OR
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Michael A. Blanchard, Cpa/Cfp

Michael A. Blanchard, Cpa/Cfp

In Business Since 1986
Accepts All Major Credit Cards
BBB Rating: A+
2035 Madrona Ave SE STE100, Salem, OR
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Bain Wealth Management

Bain Wealth Management

(2)
“From the moment we were greeted by Julie, to the meeting with Mark, Kayla and Joshua, we were treated with friendliness and respect.”
In Business Since 1990
4085 Hager St SE Suite 100, Salem, OR
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North Star Retirement

North Star Retirement

(4)
  • Information
  • Social Security
  • Benefits
“Peggy had created a customized Social Security Timing retirement plan that showed me three options on when to begin pulling social security and what the benefits would be with each choice.”
In Business Since 2022
698 12th St SE #105, Salem, OR
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True Private Wealth Advisors

True Private Wealth Advisors

(3)
“When we first met, he gave me honest financial advice that benefitted me, but not him, because he advised against me using her services at that time.”
In Business Since 2012
1781 Liberty St SE Ste. 200, Salem, OR
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Cascade Pacific Financial Planners

Cascade Pacific Financial Planners

In Business Since 1981
Accepts Check, Debit
195 Owens St S, Salem, OR
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Clearview Wealth Advisors

Clearview Wealth Advisors

In Business Since 2019
735 Commercial St SE, Salem, OR
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Directions Wealth Management | PNW

Directions Wealth Management | PNW

In Business Since 2014
350 Mission St SE STE 102, Salem, OR
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James A. Coplin and Associates

James A. Coplin and Associates

401 Ratcliff Dr SE Suite 140, Salem, OR
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The Legacy Group

The Legacy Group

In Business Since 2012
1193 Liberty St SE #100, Salem, OR
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HomeWealth Management AdvisorsOregonSalem, OR

Retirement Planning and Investment Management Services in Salem, OR Cost Estimates

Minimum cost
$1209
Maximum cost
$10272
National Average
$3626
Avg Per Hour Rates
$363
$2417
$6647
Fair price range is based on 483 cost profiles
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Average Cost $3626
Minimum cost $1209
Maximum cost $10272
Avg Per Hour Rates $363

Fair range $2417 to $6647 is based on 483 cost profiles.

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Financial Advisors near Salem

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