Best Financial Advisors in Eugene

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
150+
Advisors
4.8/5.0
Average Rating

Eugene Financial Landscape

Eugene's economy is diverse, with strengths in education, healthcare, and technology. The city benefits from a highly educated workforce and a growing entrepreneurial ecosystem.

Major industries
Education, Healthcare, Technology
Population
159.2K (metro: 1.5M)
Median household income
$60,000
Unique needs
Eugene requires a focus on sustainable growth, affordable housing, and support for local businesses.
Market Insights
Economic Growth
According to BEA (2023), Eugene's economy grew by 3.2% last year, driven by increases in education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Eugene is approximately $60,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Eugene are increasingly specializing in retirement planning and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Eugene is 10% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in Eugene has risen to $450,000, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Eugene's business climate is improving, with a focus on sustainability and innovation attracting new startups.

Top 5 Financial Advisors in Eugene

Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women
★ ★ ★ ★ ★ 5
Roehl & Yi Investment Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Matt Siel, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David E Grinder, ChFC®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Legacy Financial Services, Inc.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Eugene, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Eugene-Specific Expertise
For Eugene residents working in Education, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Eugene's tech sector needs diversification to mitigate economic risks. Housing prices are rising, indicating potential bubble risks. Be aware of flooding and wildfires.

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Find Financial Advisors in Nearby Cities

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Portland Salem Eugene Gresham Hillsboro Beaverton Bend Medford