Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. We serve companies, nonprofits, and individuals from our offices in Eugene, Hillsboro, and Bend. Our teams of professionals are devoted to specialized practice and industry areas and provide strategic consulting and advisory services year-round. Other services include, audit & assurance, tax, estate & trust, retirement plan services, and financial advisory services. Jones & Roth has been named as one of the Top Workplaces, has been recognized as one of Oregon Business’ Best Companies to Work For, and has been named to the IPA Top 300 Firms list.

We operate differently than your average financial advisors. Rather than assigning you a single advisor, we work as a team, pooling our expertise in every service we provide. With over sixty years of combined experience, we take best practices from across the investment industry and blend them to create a tailored approach suited to the unique dynamics of your financial narrative. Wherever you are in your journey, we’re eager to come alongside you and support your goals. Whether you’re saving for college, buying a house, navigating the tax minefield, maximizing your investments, or managing your retirement income we’re here to help you plan each chapter of your life, never losing sight of the whole story.

For disclosures, please see our website

A Merriman Advisor will employ a comprehensive wealth management approach to help you achieve your goals while preserving and protecting the wealth you have worked hard to accumulate.

Our proactive and collaborative process helps us understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: investments, taxes, estate planning, insurance, charitable giving, and more. Because we focus our energy on these needs, our clients can spend more time doing the things they love, and live fuller, richer lives.