Find Help · Oregon
Verified financial advisors in
Oregon.
Financial Advisors serving Oregon. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Oregon law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Oregon so far: 79 financial advisors, 39 hospice & palliative care, 5 funeral homes, 3 grief counselors.
Every figure here comes from MORTL's Oregon guide, which cites the statute or the state agency behind it. Read the Oregon guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Oregon is the order to work in. It's free and it always will be.
4:8 Financial
Oregon financial planning firm offering financial planning, investment management, retirement, estate, and insurance resources, including faith based investing, in the Canby area.
44 Wealth Management LLC
Oregon financial advisory firm offering investment management, priority planning, and corporate planning services, including guidance for pre-retirees and retirees, suddenly single, suddenly wealthy, business owners, and next generation clients, in the Eugene area.
Allium Financial Advisors, LLC
Oregon financial advisory firm offering financial planning, investment management, and family office services, including legal, tax, and trustee coordination, in the Lake Oswego area.
Auxier Asset Management
Oregon asset management firm offering managed accounts, the Auxier Focus Fund, and client services, including investment philosophy and performance disclosure resources, in the Aurora area.
Becker Capital Management, Inc.
Oregon investment advisory firm offering wealth management, nonprofit wealth planning, institutional management, family office, and impact investing services, including offerings for women investors, in the Portland area.
Bridge City Capital, LLC
Oregon investment advisory firm offering actively managed small cap growth portfolio management for institutions in the Lake Oswego area.
Capstone Wealth Advisors, LLC
Oregon financial advisor offering retirement planning, investment planning, estate planning, tax planning, and planning for business owners in the Salem area.
Capstone Wealth Management Group, LLC
Oregon financial advisor offering financial planning, wealth management, and registered investment advisory services in the Bend area.
Cascade Financial Strategies
Oregon financial advisor offering socially responsible investing, investment management, financial planning, retirement plans, legacy planning, and wealth management, including fiduciary, fee-only guidance from a certified financial planner, in the Bend area.
Cascade Investment Advisors, Inc.
Oregon financial advisor offering value investing and customized wealth management solutions in the Oregon City area.
Catalyst Financial Nw Corporation
Oregon financial advisor offering retirement planning, portfolio management, and life, health, long-term care, and disability insurance services in the Gresham area.
Cedar Mountain Advisors, LLC
Oregon financial advisor offering dynamic financial planning, professional asset management, and qualified retirement plans in the Lake Oswego area.
Cgc Financial Services
Oregon financial advisory firm offering retirement, investment, estate, insurance, and tax planning services, including guidance for pre-retirees, retirees, and multi-generational wealth planning, in the Lake Oswego area.
Clarity Wealth Development, LLC
Oregon financial advisory firm offering retirement planning, services for Oregon PERS-eligible employees, and loss of spouse services in the Corvallis area.
Connected Wealth Solutions, LLC
Oregon financial advisor offering wealth management and financial planning services for those nearing retirement, retirees, and individuals and active families in the La Grande area.
Cordant Wealth Partners
Oregon financial advisory firm offering wealth management, financial planning, estate and gift planning, tax planning and preparation, insurance planning and risk management, and retirement plan consulting, including services for individuals, families, and business owners, in the Portland area.
Crown Point Wealth Advisors
Oregon financial advisor offering portfolio management, retirement planning, risk management, estate strategy, life insurance, and small business guidance, including services for high-net-worth clients, in the Hood River area.
Cutler Investment Group
Oregon financial advisor offering wealth management, retirement plan services, dividend investing, and institutional consulting, including 401(k) plan sponsor and fiduciary advisory services, in the Jacksonville area.
Cwc Advisors, LLC
Oregon financial advisory firm offering investment management, wealth management, financial planning, tax planning, and estate planning, including services for institutional and individual investors, in the Lake Oswego area.
Elevation Capital Advisory
Oregon financial advisor offering income planning, investment planning, tax planning, healthcare planning, and estate planning, including retirement strategy services, in the Bend area.
Equilibrium Capital Investment Management , LLC
Oregon investment management firm offering pension consulting and retirement planning services in the Portland area.
Etesian Wealth Advisors, Inc.
Oregon wealth advisory firm offering investment management and financial planning services in the West Linn area.
Fairchild Capital LLC
Oregon financial advisor offering financial life planning, investment management, retirement planning, and tax services in the Portland area.
Fidelis Im
Oregon financial advisory firm offering investment management, retirement planning, and medical practice retirement plan services, including fiduciary advisory services, in the Medford area.
Foster & Wood, Inc.
Oregon financial advisor offering retirement plan fiduciary services, pooled employer plans, and wealth management for individuals and families, including 3(38) investment fiduciary services, in the Lake Oswego area.
Government Portfolio Advisors LLC
Oregon financial advisory firm offering non-discretionary, discretionary, bond proceeds consulting, and reporting services for public entities, including fixed-income investment advisory solutions, in the Portland area.
Headwater Investment Consulting,Inc.
Oregon financial advisor offering investment management, risk management, and retirement planning services, including estate and tax planning resources, in the McMinnville area.
Highroad Wealth Advisors, LLC
Oregon financial advisory firm offering investment management, retirement planning, estate planning, education funding, and risk management services in the Coos Bay area.
Horst & Graben Wealth Management, LLC
Oregon wealth management firm offering financial planning and investment management services for families, companies, and charitable institutions, including fiduciary advisory services, in the Portland area.
Integrity Wealth LLC
Oregon financial advisory firm offering retirement planning and wealth management services in the Eugene area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →