Expertise.com

2024

Last updated:

Best Financial Advisors in Salem

Our Recommended Top 14

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 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.

49Reviewed

35Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Salem, OR

Why choose this provider?

Need help contacting a Financial Advisor in Salem? 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
235 Front Street Southeast, Salem, OR 97301
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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
Google
5.0 / 5 (2)

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
670 Hawthorne Avenue Southeast, Salem, OR 97301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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
Facebook
5.0 / 5 (7)

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
500 Liberty Street Southeast, Salem, OR 97301
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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.
4.5
Google
4.5 / 5 (2)

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
350 Mission Street Southeast, Salem, OR 97302
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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
1640 Liberty Street Southeast, Salem, OR 97302
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

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
Google
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
3468 Liberty Road South, Salem, OR 97302
  • Retirement Planning

Why choose this provider?

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.

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
Google
5.0 / 5 (4)

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
187 High Street Southeast, Salem, OR 97301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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
Google
4.0 / 5 (4)

Website
PO Box 5190, Salem, OR 97304
  • Retirement Planning

Why choose this provider?

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.

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
3085 River Road North, Salem, OR 97303
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

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.

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
2005 Madrona Avenue Southeast, Salem, OR 97302
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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
Google
5.0 / 5 (3)

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
3995 Hagers Grove Road Southeast, Salem, OR 97317
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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
885 Lancaster Drive Southeast, Salem, OR 97317
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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
Google
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

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 the difference between qualified and non-qualified stock options for Salem residents?

    The primary difference between qualified and non-qualified stock options for Salem residents is how each of them is taxed. The former is traditionally known as an ISO or Incentive Stock Option. In practice, these options create complicated tax planning and compliance issues for both employees and employers. Non-Qualified Stock Options or NQSOs, on the other hand, are significantly less difficult to plan for and understand.

  • What are three non-traditional ways of giving that Salem residents can consider that are qualified for tax deductions?

    The first of three tax-deductible non-traditional strategies of giving that Salem residents can consider is to create a DAF or donor-advised fund, which gets an immediate deduction without the obligation of immediately giving the entire gift. The second is to use a QCD or qualified charitable distribution from one’s IRA or individual retirement account, with a maximum tax-free amount of $100,000. The third is to donate non-cash assets, such as stocks, vehicles, sports memorabilia, rare books, or artworks.

  • What is the difference between a Certified Financial Planner and a regular financial planner in Salem?

    The advantage of a Certified Financial Planner (CFP) from a regular financial planner in Salem is the former’s two to four years of additional experience and education. Almost anybody can consider themselves a financial planner; on the other hand, CFPs adhere to strict ethical standards that ensure that their financial planning advice is in the best interest of their clients. CFPs are also required to have years of experience in providing financial planning services and must pass the CFP comprehensive certification exam.

  • How much does a typical financial planner earn from Salem clients?

    The fees that financial planners charge from their Salem clients differ depending on whether they are long-term retainers or project-based. The former may be paid on a percentage basis relative to the portfolio value that they manage, which may range from 0.5 to 1.5%. Project-based planners usually charge between $3,000 to $8,000, depending on the plan’s complexity.

  • When are Simplified Employee Pension IRA plans applicable for Salem residents?

    Simplified Employee Pension IRA plans are appropriate for self-employed Salem residents and small companies. Companies adopting the plan may contribute to their qualified employees and adopt particular requirements, and employers may also join the plan. A SEP IRA is ideal for companies that have few or no employees and is appropriate when it is sensible for a business to wholly fund the contribution.

  • 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.