Modewealth
“I got a huge return on my taxes when I thought I was going to owe because of their expertise.”
Best Financial Advisors in Salem, OR
21 firms listed · all 21 in Salem · 1 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Professional Benefit Services
“Everyone that I've interacted with at PBS has gone above and beyond with the level of service they offer; both to Financial Advisors and our clients”
Finance Strategists
Maps Investments - Hines Branch
Great Oak Advisors
“He is listens to what I have to say and presents me with a few options he thinks would work best to achieve my goals.”
Summit Wealth Management
“They have helped me manage my investments and made my retirement more secure.”
The 21 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 21 firms we list here are in Salem itself. We have 24 firms in Salem on file; this page shows the highest-rated 21. 17 of the firms on this page have a rating, from 4.0 to 5.0 across 98 reviews; 14 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 business services (2), education planning (2), estate planning (2) and retirement planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 12 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 all 21 of the firms on this page; 19 publish a contact page; 16 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 21 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.
Littlejohn Financial
“The advisors are great at listening and asking questions to better understand your situation and/or financial goals to plan a realistic path forward to achieving them.”
Keudell/Morrison Wealth Management
“They have also worked with me to set up my account to fit my needs exactly”
Jarvill Wealth Management
“He is assertive and helpful and in just the few months I've used his services, he has helped my wife's and my porfolio grow.”
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Capstone Wealth Advisors
“I can't say enough good things about Ryan Skogstad and his team at Capstone Wealth Advisors.”
Capital Financial Planners
“Helped us see the true value of the right financial advisor.”
Freedom Spending Plans
“George gave me some amazing info to help me get my budget back on track!”
Dupont Financial Group
“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”
Michael A. Blanchard, Cpa/Cfp
Bain Wealth Management
“From the moment we were greeted by Julie, to the meeting with Mark, Kayla and Joshua, we were treated with friendliness and respect.”
North Star Retirement
“She explained options to me I was unaware of and now, thanks to her knowledge and compassion I am confidently living my Best Retirement Life!”
True Private Wealth Advisors
“They are very knowledgeable and help each individual by listing to their specific situation and goals.”
Cascade Pacific Financial Planners
James A. Coplin and Associates
EP Wealth Advisors
Directions Wealth Management | PNW
Why these companies made our list
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