Top Financial Advisors in Salem, OR

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With the most assets under management, Capstone Wealth Advisors is the No. 1 firm on our list. With no minimum account size, a vast majority of Capstone clients are individuals without a high net worth. However, the firm does serve high-net-worth individuals and offers services to businesses. 

Advisors at Capstone Wealth Advisors may collect both fees from clients and commissions from third-party sources. This presents a potential conflict of interest, and makes the firm fee-based. That said, Capstone Wealth Advisors operates as a fiduciary and is legally obligated to put client interests before its own.

Capstone Wealth Advisors creates portfolios and manages existing investments on behalf of its clients. It considers the client’s overall goals, risk tolerance and time horizon before making investment decisions. When selecting investments, the firm uses fundamental analysis, a method to determine whether a security's current price accurately reflects its value, and Modern Portfolio Theory. 

The firm believes in a long-term, balanced approach to investing that is reliant on globally diverse portfolios holding stocks, bonds, real estate and cash. Capstone accesses these asset classes by investing in mutual funds, exchange-traded funds (ETFs), as well as individual stocks sand bonds.

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Keudell Morrison Wealth Management provides access to discretionary portfolio management services to its clients. Its small investment advisory team features those with the Certified Financial Planner™ (CFP®) designation. 

To open and maintain account, you generally need a balance of $500,000. Despite the relatively high minimum, Keudell Morrison serves individuals who do not have a high net worth. It also works with high-net-worth investors, pension plans, businesses and non-profit organizations.

Some of the firm’s advisors are licensed insurance agents and can earn sales commissions from third parties, making the firm fee-based. That said, Keudell Morrison has a fiduciary responsibility to always provide advice in the best interests of its clients.

Keudell Morrison Wealth Management tailors investment strategies to the unique financial goals and risk tolerance of its clients. These strategies are primarily driven by Modern Portfolio Theory, which posits that one can aim for returns while mitigating risk by diversifying portfolios across several different asset classes. The firm emphasizes the analysis of mutual funds, ETFs and separately managed fund when selecting investments for its clients. 

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Capital Financial Planners is a fee-only financial advisor that primarily works with individuals and high-net-worth individuals. It also offers services to trusts, estates, charities and corporations. Capital Financial Planners generally requires new clients have $1 million in investable assets to open an account, but it may waive this requirement in certain cases. 

The firm's small advisory team has those with the Certified Financial Planner™ (CFP®) and certified trust and financial advisor (CTFA) designations. As a fee-only firm, Capital Financial Planners only charges client fees, not sales commissions. 

Capital Financial Planners offers wealth management, financial planning, estate planning and tax planning. 

Capital Financial Planners prides itself on an investment approach that is "collaborative, disciplined, effective and explainable," according to the firm's website. More specifically, it adheres to Modern Portfolio Theory.

Capital Financial Partners primarily assumes a long-term, passive investment strategy focused on buying and holding. As a result, the firm invests client assets in mutual funds and ETFs, which it evaluates based on the track record of their managers, their past performance and the expected market conditions. However, the firm may also recommend the short-term purchase of securities, which are typically held for less than a year. 

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Jamison Hanson Advisors LLC is a fee-based firm based in Salem, Oregon that offers investment management, financial planning and retirement plan consulting services. The firm serves individuals, trusts, small businesses and charitable organizations, including both high-net-worth and non-high-net-worth clients. While JH Advisors is affiliated with an accounting firm, JH CPA, its advisory services remain distinct and are offered under a fiduciary standard.

The firm typically requires a minimum of $500,000 for investment management services, but may waive this minimum at its discretion. A minimum annual fee of $5,000 applies, and fees range from 1.25% for accounts under $500,000 to 0.50% for accounts above $5 million. Financial planning and consulting services are available for fixed monthly or hourly fees.

The firm does not earn commissions on securities, but may receive compensation for services rendered by affiliated professionals, such as tax preparation, and retains the ability to recommend third-party managers like Dimensional Fund Advisors (DFA) and Focus Partners Advisor Solutions, LLC.

Jamison Hanson Advisors builds portfolios using a passive, evidence-based approach grounded in modern portfolio theory. The firm emphasizes strategic asset allocation and broad diversification, using primarily low-cost mutual funds and exchange-traded funds (ETFs). Portfolios are designed based on clients’ risk tolerance, time horizon and financial goals, and JH Advisors performs periodic reviews and rebalancing as needed. 

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Clearview Wealth Advisors is a small outfit that serves individuals both with and without a high net worth, charities and businesses. There is no set account minimum listed on the firm's Form ADV brochure. Clearview Wealth Advisors does not list any financial certifications on its website. 

As a fee-based firm, some advisors at Clearview Wealth Advisors may receive commissions from selling insurance products to clients, creating a potential conflict of interest. However, this possible conflict is mitigated by the firm's status as a fiduciary that is legally obligated to act in the best interests of clients at all times.

The firm provides its client base with investment portfolio management, financial planning and other financial consulting services. Assets are mainly managed on a discretionary basis, meaning advisors have full authority to manage clients assets without consulting them on individual trades. 

Investment strategies at Clearview Wealth Advisors depend on the wants, needs and objectives of the firm's clients. Advisors have personal discussions with clients to determine their overall financial profile, taking note of risk tolerance, liquidity needs and any other relevant information so that they can best craft tailored approaches to investment.

The firm does not limit their advice to any particular asset class or type of investment, choosing to use whatever investments they see fit for a given client. 

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JGC Wealth Management, also known as JGC Tax & Wealth Management, is a fee-only registered investment advisor based in Salem, Oregon. The firm provides investment management, financial planning and retirement plan consulting services to a range of clients, including individuals, high-net-worth individuals, small businesses, trusts, charitable organizations and retirement plans.

While JGC does not enforce a strict account minimum, the firm may decline new clients with less than $250,000 in investable assets. 

The team at JGC includes professionals with financial planning and tax credentials, including certified public accountants (CPAs). Some team members may also be affiliated with Johnson, Glaze & Co., PC, an accounting firm under common ownership. This relationship allows clients to access integrated tax and financial services, though clients are under no obligation to use either firm exclusively.

JGC Wealth Management tailors investment strategies to each client’s objectives, risk tolerance, time horizon, liquidity needs and financial goals. The firm’s approach is grounded in Modern Portfolio Theory and emphasizes diversification, cost efficiency and long-term growth. JGC may recommend individual securities or third-party managers and, in certain cases, real estate investment trusts (REITs) to generate yield for qualified investors. Portfolios are reviewed regularly by staff and any third-party managers involved, ensuring ongoing alignment with client goals.