Ferguson Wellman has been named by Oregon Business magazine as a top financial planner on their annual Powerlist. Oregon Business ranked Ferguson Wellman second in the state on their list of 16 financial planning companies. The listing was compiled based upon assets under management in Oregon.

“Being included in rankings like this is validation of the trust we have built with our clients for nearly 50 years,” said Ralph Cole, CFA, director of the firm. “We appreciate the recognition and applaud our peers’ success as well.”

Disclosures:

Oregon Business produced the 2023 Financial Planners Powerlist list by ranking the companies according to Oregon and S.W. Washington assets under management as of May 31, 2023. The research and ranking were gathered and distributed by Oregon Business. Ferguson Wellman (the firm) is not aware of any facts that would call into question the validity of the ranking. The firm does not believe this advertisement is inappropriate and is not aware of any unfavorable rating towards the firm. The rating category is financial planners in Oregon and S.W. Washington. The number of firms that responded to the survey was 16. The rating is not representative of any one client’s experience and is not indicative of Ferguson Wellman’s future performance. Ferguson Wellman did not pay a fee to participate in this survey.