financial planning – Oregon Business

Becoming Financially Independent: A Practical Checklist for Young Adults

Financial habits that can help lay the groundwork for long-term stability.

June 23, 2026 Written by Glen Goland, CFP®, JD, Wealth Manager, Coldstream

2024 Financial Planners Powerlist

Ranked by Oregon assets under management

July 15, 2024 Written by Garrett Andrews

Balancing Act

The transfer of wealth among generations finds financial advisors walking a tightrope between tech-savvy millennials seeking to invest and retirees looking for payouts.

August 19, 2025May 25, 2021 Written by Sander Gusinow

Powerlist: Financial Planners

A roster of Oregon’s largest financial planners/money managers.

Ranking by Oregon assets under management as of March 31, 2019.

April 6, 2023June 20, 2019 Written by Kim Moore

News

Central Oregon Shines in Travel + Leisure’s 2026 World’s Best Awards - Highly regarded annual travel industry rankings include Oregon's Sunriver Resort and Brasada Ranch along with the city of Bend.
Portland Parks & Recreation Launches Design Competition for Gov. Tom McCall Waterfront Park - Rare opportunity to shape Portland’s waterfront and redefine the city’s relationship to place, community and the Willamette River.
$97M Awarded Across Oregon to Improve Rural Health - OHA announces grants to advance rural healthcare in every Oregon county.
Workforce Training Pipeline Helps Oregon Building Owners Cut Energy Costs, Modernize Infrastructure and Meet Compliance Standards - A training program for the building management workforce that saves Oregon building owners big money and advances the careers of building managers is open for enrollment.
Agricultural Connections Expands Access to Local Food Across Central Oregon - Residents can shop local through a growing regional pickup network, subscription boxes and flexible online ordering options.
Becoming Financially Independent: A Practical Checklist for Young Adults - Financial habits that can help lay the groundwork for long-term stability.