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Displaying results 1 to 25 of 41

  • 1

    Fried Asset Management, Inc.

    Eugene, OR (1.04 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...

  • 2

    Valentine Ventures, LLC

    Eugene, OR (1.04 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 3

    Sundowner Capital Management, LLC

    Eugene, OR (1.04 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 4

    Frederic T. Kutscher Associates, Inc.

    Eugene, OR (1.04 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $1,000,000

    **NAPFA Member** We take a comprehensive approach to wealth management for our diverse clientele. NEW CLIENT minimum portfolio size = $1,000,000�

  • 5

    Sundowner Capital Management LLC

    Bend, OR (90.89 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a boutique money management and financial advisor firm. We offer custom portfolio management with a keen focus on each individual client and their unique set of financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 6

    Valentine Ventures, LLC

    Bend, OR (91.16 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 7

    Schulmerich & Associates Asset Management LLC

    Portland, OR (97.52 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $100,000

    Our mission is to develop ongoing inter-generational financial security by partnering with our clients to make sound, objective financial and investment decisions. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 8

    SecondHalf Planning & Investment

    Clackamas, OR (97.94 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We specialize in the unique financial needs of widows, retirees, and others actively preparing for life's second half. Our NEW CLIENT minimum portfolio size = $250,000....

  • 9

    Sterling Investment Management, Inc.

    Beaverton, OR (98.23 miles)

    Services offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $500,000

    **NAPFA Member** We are a Fee-Only financial planning and investment advisory firm and provide independent financial services to assist each client with developing their custom financial plan needed to achieve their specific goals.

  • 10

    Skyline Financial Northwest Inc.

    Happy Valley, OR (99.98 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    We are a Fee-Only, low-cost, company that utilizes one of the most intelligent, historically effective investing approaches — backed by Nobel Prize winning research. Our NEW CLIENT minimum portfolio size = $250,000...

  • 11

    Alison, LLC Investment Advisors

    450 Country Club Road
    Eugene, OR

  • 12

    MCS Financial Advisors

    360 East 10th Avenue
    Eugene, OR

  • 13

    Sustainable Wealth Management LLC

    576 Olive Street
    Eugene, OR

  • 14

    Howarth Financial Services, LLC


    Eugene, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $100,000

    We empower our clients by providing the knowledge, planning, and advice that is needed for them to take control of their financial lives.

  • 15

    Darwish Capital Management

    5070 Donald Street
    Eugene, OR

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    **NAPFA Member** We are a Fee-Only Registered Investment Advisor committed to helping you improve your long-term financial success. NEW CLIENT minimum portfolio size = $500,000…

  • 16

    Spectrum Strategic Capital Management, LLC

    2358 NW Kings Blvd.
    Corvallis, OR

  • 17

    Green Wealth Management, LLC

    350 Miller Street SE
    Salem, OR

  • 18

    KLD Investment Management, LLC

    738 SE Kane
    Roseburg, OR

  • 19

    Finley Financial, LLC

    1709 NE 27th Street
    Mcminnville, OR

  • 20

    Scott Conyers Capital Management, Inc.

    9268 Champoeg Rd NE
    Aurora, OR

  • 21

    Felder & Company LLC

    1236 NW Fort Clatsop Street
    Bend, OR

    We are a premier Financial Advisor Firm located in Bend, Oregon.

  • 22

    Paragon

    City View
    Bend, OR

    Services offered: Money Management

    Portfolio requirement: $250,000

    We LOVE Bend!

  • 23

    Ascent Capital Management, LLC

    975 SW Colorado
    Bend, OR

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    We can help you create a clear path to financial success by integrating innovative financial planning advice with thoughtful investment strategies and on-going advisory services.

  • 24

    Sound Investment Management Inc

    8215 Tualatin Sherwood Road, Suite 200
    Tualatin, OR

  • 25

    Maxim Global Wealth Advisors

    6650 SW Redwood Lane
    Portland, OR

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