Expertise.com

2024

Last updated:

Best Financial Advisors in Eugene

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Eugene Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

42Reviewed

28Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Eugene, OR
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Eugene, OR

Why choose this provider?

Need help contacting a Financial Advisor in Eugene? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
169 West 6th Avenue, Eugene, OR 97401
  • Certified Financial Planner (CFP)
  • Fiduciary
  • Private Wealth Advisor
  • Women's Financial Planning
  • Retirement and Estate Planning

Why choose this provider?

Emily A. Secord works as a financial advisor for Bright Future Wealth Management. She assists clients residing in Eugene with a broad range of financial matters. These include investments, financial planning, and insurance. The firm's financial planning service covers retirement, college, estate, profit sharing, money purchasing, and tax planning. Secord joined up with First Allied Securities in November 2019 to establish her own practice. In addition, First Allied is part of Cetera Financial Group, a network of independently managed broker-dealers.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2880 Alta Vista Court, Eugene, OR 97403
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Guiding Financial, LLC, is an investment advisory firm serving clients in Eugene. It specializes in helping women achieve financial security through debt planning, retirement planning, tax reduction strategies, and income maximization. The firm also offers additional services, such as college planning, home purchase planning, and life insurance and disability coverage. The owner, Cindy Kleiner, has been advising individuals and families using her certifications, her undergraduate degree in accounting, and her master's degree in financial planning and counseling.

Website
PO Box 50010, Eugene, OR 97401
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Hathaway Financial Services is an independent and locally owned full-service financial planning and investment management firm based in Eugene. It helps individuals and couples with their finances, assets, and investments. Some of its services are cash flow management, college funding, and insurance analysis, as well as tax, estate, and retirement planning. Owner Patricia Hathaway established Hathaway Financial Services in 2006. She is a Certified Financial Planner and a former president of the Financial Planning Association of Mid-Oregon.

Website
497 Oakway Road, Eugene, OR 97401
  • Retirement Planning

Why choose this provider?

Sittner & Nelson, LLC, offers a wide range of wealth management services for families and businesses in Eugene. The company advises clients in areas related to financial planning, investment management, personal and business retirement planning, risk management, and education planning. It works with the clients' advisors, such as lawyers and accountants, in the planning process. Sittner & Nelson is owned by Fred Sittner and Todd Nelson. They have over 30 and 15 years of experience in the business, respectively.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
975 Oak Street, Eugene, OR 97401
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Located in Eugene, Journey Tree is a registered investment adviser catering to individuals, families, and university faculty members. It offers personalized guidance on financial planning for retirement, risk management, and 401k accounts. Its team of financial professionals helps clients organize finances, manage inheritances, and build strong investment portfolios. Owner Jonathan Brandt is an active vice president and board member of community organizations the Friends of Trees and the John G. Shedd Institute for the Arts, respectively.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
390 High Street, Eugene, OR 97401
  • Retirement Planning

Why choose this provider?

With over 20 years of experience, Bonebrake Financial Planning & Wealth Management caters to the needs of its clients residing in Eugene. It delivers a broad range of wealth management solutions, such as retirement, tax, estate, and business planning. In addition, the firm offers risk management services. It follows a methodology that considers various factors, including securities traded in the US, a bias toward dividend-paying stocks, buying stocks at a discount, and companies with a competitive moat.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is an Asset Protection Trust in Eugene?

    In Eugene, an Asset Protection Trust protects assets from creditors, legal judgments, and lawsuits by transferring ownership into the trust's care. People who can benefit from it are those with a substantial amount of assets or jobs with high levels of risk. Various types of assets can be used to fund an APT. They include cash, LLCs, business equipment, yachts, aircraft, and real estate.

  • What is a 529 plan in Eugene?

    A plan 529 allows parents and families in Eugene to save up for a child's future college expenses. The funds within this plan can be used for qualified educational expenses, such as tuition, room and board, books, and other required supplies at eligible colleges and universities nationwide. The state of Oregon also offers Oregon College Savings Plan that can be opened online for only $25.

  • When can Social Security benefits in Eugene be withdrawn?

    When you reach 62 in Eugene, you may take your Social Security payments, but you will only get 75% of what you're entitled to. The best age to withdraw is when you reach Full Retirement Age, or FRA, which is between the ages of 66 and 67. You will receive an extra 7%–8% of your benefit if you wait to file for benefits until you turn 70. There is no more advantage after turning 70.

  • What is an HSA and how can Eugene residents benefit from it?

    A Health Savings Account is a tax-advantaged savings account designed to help individuals in Eugene set aside money to cover qualified medical expenses. Funds that are contributed to and withdrawn from an HSA fund are tax-free. The owner of an HSA can also withdraw the funds for non-medical expenses upon turning 65. Do note that taking funds from it before turning 65 will have a 20% penalty.

  • What is a fee-only fiduciary financial advisor in Eugene?

    A fiduciary financial adviser in Eugene only accepts payment from their clients rather than from commissions or the sale of goods. They will offer you professional guidance and close attention. They also prioritize clients' interests and discuss conflicts openly. In addition, they take good care of your finances and safeguard you from fraud.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.