Legacy Financial Services
“David Hinson and his team are extremely knowledgeable and helpful.”
Best Financial Advisors near Springfield, OR
There are no firms listed in Springfield itself yet; the 15 below are the closest options, from Eugene (7 mi).
Data verified October 15, 2026
Roehl & Yi Investment Advisors
Bonebrake Financial Planning & Wealth Management
Guiding Financial
Kevin P. Greig, CPA
Finley Davis Private Wealth
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
The 15 firms listed for Springfield, 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: Springfield, OR
12 of the 15 firms on this page have a rating, from 3.0 to 5.0 across 26 reviews; 10 are rated 4.5 or higher. 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 34 years. 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 2 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.
Do any financial advisers listed for Springfield offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Isler Wealth Management
Syman-Degler Group
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
Tidepool Wealth Strategies
“They are honest professionals who listen and ask questions to help you define your strategy.”
Northwest Retirement Services
“This building was built in 1910 and added to the National Register of Historic Places in 1983.”
Hyster Financial Group
Journeytree Financial Advisors
Mahalak Financial
Eugene Private Wealth Management
“Now that we're retired she is Very Informative & Good at protecting our investments!!”
Carlton Financial Services
Why these companies made our list
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