CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Eugene
The Eugene team helps clients plan thoughtfully across investment management, retirement, and long-term financial priorities. Our advisors provide structured guidance designed to support clarity and steady decision-making over time.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Eugene, OR opened in 2024 to serve our many clients across the region. Our Eugene team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Eugene is dedicated to helping you attain well-lived todays and tomorrows.
Serving Eugene and Surrounding Areas
If you are located near Eugene, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Your Eugene Financial Team
Explore Our Financial Services in Eugene
Eugene Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Eugene team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Eugene
Through meticulous financial planning, our Eugene team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Eugene
Retirement should be a time of relaxation and fulfillment, not worry. Our Eugene retirement planning services assist you in planning and preparing for your retirement lifestyle.
Eugene Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Eugene tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Eugene
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Eugene estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Eugene Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Eugene charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Eugene Family Financial Planning
Families have unique financial dynamics and goals. Our Eugene family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Eugene
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Eugene wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Eugene
Halbert Hargrove’s Eugene office serves clients throughout Oregon and the surrounding region, supporting individuals and families navigating retirement transitions, tax considerations, and long-term wealth planning. The team works closely with clients seeking steady, disciplined guidance grounded in fiduciary principles.
Our Eugene office works closely with clients who value consistency and careful planning. We help them think through retirement income, tax considerations, and long-term financial stability with a steady, fiduciary approach.
— Tony D. Delane, CFP®, AIF®, Wealth Advisor
About the City
- A vibrant Oregon community known for education, healthcare, and local entrepreneurship
- Home to families, retirees, and professionals seeking long-term stability
- Recognized for its strong sense of community and quality of life
Frequently Asked Questions
Where is the Halbert Hargrove office located in Eugene?
The Eugene office is conveniently located at 590 Pearl St., Suite 300.
Do I need to live in Eugene to work with this office?
No. While many clients live in or near Eugene, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Eugene office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Eugene office typically work with?
The Eugene team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Eugene office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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