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Laurels

Best Financial Advisors in Salem
2021

We scored 47 Financial Advisors in Salem, OR and Picked the Top 12

Here are the Picks:

Bain Wealth Management

Capital Financial Planners

Capstone Wealth Advisors

Clearview Wealth Advisors, LLC

Daniel Dollinger CPA, CFP

Directions Wealth Management

Goldmark Financial Planners, LLC

Great Oak Financial Group

JGC Wealth Management, LLC

Keudell / Morrison Wealth Management

The H Group Inc

Timepiece Financial Planning, Inc.

Why These Financial Advisors?

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

Reviewed Curated Top Picks 47 33 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Bain Wealth Management

  • Certified Financial Planner (CFP)

Bain Wealth Management is a firm in Salem that offers a wide range of financial management-related services. It creates wealth plans based on its clients' goals and needs. Additionally, it manages investment portfolios through a personalized strategy allocation, which is anchored on the clients' financial objectives. Other services include estate planning, risk management, and tax planning. Bain Wealth Management has been featured in several publications, such as Forbes and Investment News. It was founded by Frank Bain, who has been in the business since 1983.

Click to Call

885 Lancaster Drive Southeast
Salem, OR 97317

Website

(800) 650-9003 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: percentage of asset

Capital Financial Planners

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Capital Financial Planners is a Salem-based independent advisory firm. It offers wealth management and financial planning services, such as investment and asset management, portfolio review, retirement transition, and sustainability analysis. Its planners also address client concerns regarding estate and tax planning, like tax minimization and beneficiary coordination. Moreover, Capital Financial Planners has been assisting clients with their financial and investment plans for over 35 years. The firm is also a member of the Salem Chamber of Commerce.

Click to Call

1640 Liberty Street Southeast
Salem, OR 97302

Website

(888) 899-1067 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capstone Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Capstone Wealth Advisors has been serving professionals and business owners in Salem since 2012. It is an independent firm that provides clients with financial strategies that are tailored to their needs and goals. The firm offers estate management, money management, investment strategy, insurance strategy, and retirement planning. Senior financial advisor Ryan Skogstad has been in the industry since 2001. He worked as an advisor and a supervisor for an asset management and financial planning company for several years.

Click to Call

2005 Madrona Avenue Southeast
Salem, OR 97302

Website

(503) 967-1980 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Clearview Wealth Advisors, LLC

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Clearview Wealth Advisors LLC is a financial advising firm based in Salem. Its services range from education planning, wealth management to retirement planning. It can also assist clients in planning out their insurance coverage and making succession plans. Senior financial advisor Michael Coursey has over two decades of experience working in the financial services industry. He supports local organizations such as the Oregon Symphony and the Rotary Club of Salem.

Click to Call

670 Hawthorne Avenue Southeast
Salem, OR 97301

Website

(503) 400-7800 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Daniel Dollinger CPA, CFP

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Daniel Dollinger CPA, CFP, provides financial planning services to clients in Salem and the surrounding areas. He specializes in helping individuals pursue their financial goals by managing their accounting, taxes, and investments. He also guides clients who want to apply for insurance programs to protect themselves and their families if they become ill or injured. Daniel Dollinger is a member of the Oregon Society of Certified Public Accountants and has been operating his own company for more than 25 years.

Click to Call

187 High Street Southeast
Salem, OR 97301

Website

(503) 363-1550 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Directions Wealth Management

  • Estate Planning
  • Retirement Planning

Directions Wealth Management is a financial services company that serves the Salem metro and nearby areas. It provides financial planning services and assists clients in financial areas like cash and banking management. It likewise offers insurance and estate planning solutions. The firm also helps with investment management and tax planning services. Directions Wealth Management president James Kuxhaus is a former US Air Force officer and member of the Willamette Valley Estate Planning Council.

Click to Call

350 Mission Street Southeast
Salem, OR 97302

Website

(855) 752-6469 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: fee based

Goldmark Financial Planners, LLC

  • Retirement Planning

Goldmark Financial Planners, LLC, is an independent investment advisory firm serving families and individuals in Salem. It offers advice on managing accounts and also manages the clients' portfolio using a discount broker as a third-party custodian. It also assists clients with their concerns on life insurance, long-term care insurance, health insurance, and annuity purchases. Wolfgang Sailler, a financial advisor at Goldmark Financial Planners, started his career in personal financial services in 1991 as a disability and life insurance agent.

Click to Call

PO Box 5190
Salem, OR 97304

Website

(503) 375-0208 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free initial consultation

Great Oak Financial Group

  • Retirement Planning

Great Oak Financial Group is an independent firm serving the needs of businesses and individual investors in Salem. It offers its assistance in several investment types, including stocks and bonds, mutual funds, and certificates of deposit. The company also provides financial planning services to retirement and savings plans such as IRA rollovers, Roth IRA, and custodial accounts. Blaine Burnett serves as both office manager and financial advisor of the Great Oak Financial Group. He has over 26 years of experience in corporate management.

Click to Call

3468 Liberty Road South
Salem, OR 97302

Website

(800) 258-7077 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

JGC Wealth Management, LLC

  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

JGC Wealth Management, LLC, is a financial advisory agency that caters to individuals, families, and businesses in the Salem metro. It focuses on helping clients achieve their financial goals by offering comprehensive wealth management, financial situation evaluations, insurance recommendations, portfolio construction, and retirement planning. Joshua Morrow, one of the firm's shareholders, has been working with JGC Wealth Management since 2015. He is a CPA who holds a Certified Trust and Fiduciary Advisor designation.

Click to Call

3085 River Road North
Salem, OR 97303

Website

(503) 304-9248 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Keudell / Morrison Wealth Management

  • Estate Planning
  • Retirement Planning

Keudell / Morrison Wealth Management is an investment advisor serving individuals and businesses in Salem and the surrounding communities. It handles various aspects of investment management and financial planning, including investment consultation, asset management, retirement plan, education funding, risk and tax management, and estate planning services. It also offers global all assets model portfolios, such as income, balanced, aggressive worth, growth, and tax-advantaged income. Furthermore, its team of professionals has over 80 years of combined experience in managing investments.

Click to Call

235 Front Street Southeast
Salem, OR 97301

Website

(971) 209-4500 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The H Group Inc

  • Certified Financial Planner (CFP)

The H Group, Inc. is an independent investment advisory firm that offers personalized services to clients in Salem. Its financial planning services cater to diverse clientele such as professors, physicians, and public employees. These services involve retirement and cash flow planning, which help clients generate income for the future while building strategies to reduce tax burdens. Larry Hanslits, a Certified Financial Planner of the firm, has earned his bachelor's degree in Business and Finance at Oregon State University in 1985.

Click to Call

500 Liberty Street Southeast
Salem, OR 97301

Website

(503) 371-3333 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Timepiece Financial Planning, Inc.

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Timepiece Financial Planning Inc. is a Salem-based firm serving the metro. Its selection of services includes ongoing financial planning for young professionals and retirement planning. In these programs, the staff assesses the client's cash flow, provides financial behavioral coaching, and plans retirement earnings. The company also handles ongoing investment management. Founder Tim Massie has been working in the financial services industry since 2004. He is a Certified Financial Planner with a background in accounting.

Click to Call

3995 Hagers Grove Road Southeast
Salem, OR 97317

Website

(360) 687-0244 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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