Eugene Oregon Financial Services
Financial planning, wealth management, and insurance services for Eugene Oregon residents and businesses.
Eugene-Specific Financial Advice
As a locally based firm with deep community roots, we understand the financial considerations specific to living and working in Eugene.
Saving for Healthcare in Eugene
We help Eugene residents plan for healthcare expenses including costs at local hospitals, clinics, and long-term care facilities.
Saving for College in Eugene
No matter if your aspirations lie in attending the University of Oregon or Lane Community College, we are here to provide assistance!
Saving for retirement in Eugene
We assist Eugene residents in navigating the financial decisions involved in planning for retirement, including healthcare, housing, and tax considerations.
Eugene Oregon Clients
From tech start-ups to long-term care facility owners, we provide financial advice in Eugene.
We assist Eugene small businesses with retirement plans, group benefits, business valuations, and owner financial planning.
Eugene Oregon Style
T. Mann Financial aims to be as independent as Eugene in its approach to finance.
Eugene's Independent Fiduciary
As an independent fiduciary, T. Mann Financial is required to act in our Eugene clients' best interests when providing financial planning and investment advice.
T. Mann Financial's Fee-Only Approach
At T. Mann Financial, we firmly believe that by eliminating commission-based wealth management products, we can enhance our ability to serve clients in Eugene more effectively.
T. Mann Financial uses modern financial planning and investment platforms including RightCapital and Charles Schwab, allowing us to serve Eugene clients in person or virtually.
Our Eugene Oregon Connection
T. Mann Financial's connections to the Eugene Oregon community we serve are deeply rooted.
T. Mann Financial's Founder
Todd Mann
As a University of Oregon Student
T. Mann Financial's Founder Todd Mann was born and raised in the Eugene-Springfield community. He completed his bachelor's degree at the University of Oregon in 2007.
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Todd has volunteered in many roles while living in the Eugene area including serving on the Lane Council of Government Board of Directors (LCOG) and the Leadership Eugene-Springfield Steering Committee (LES).
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​As a student at the University of Oregon, Todd served in many volunteer roles including as President of the Residence Hall Association, Recruitment Chair for the College Democrats, Vice-President of Marketing and PR for the Inter-Fraternity Council, Vice-President of Mortar Board Senior Honor Society, Co-director of U O Dance Marathon, a member of the Delta Sigma Phi Fraternity, a volunteer of the ASPIRE Program, a member of the Associated Students Presidential Advisory Council, and even was runner-up for the student body president (ASUO) in 2006.
Giving back to Eugene
Opting for a local financial service enables us to contribute to the betterment of Eugene in various ways, whether it's through volunteer work or sponsoring community events. T. Mann Financial supports the Eugene community through volunteer service and event sponsorships, including Todd's participation in the Eugene Young Professional's Summit.
T. Mann Financial founder Todd Mann is regularly invited to speak on local panels including the 2022 Eugene Young Professional's Summit.
Eugene Oregon Service Area
Eugene neighborhoods we serve include Downtown, South Eugene, North Eugene, Bethel, Whiteaker, Cal Young, Friendly, Crest Drive, and the University of Oregon area.
Eugene zip codes we service:
97401, 97405, 97402, 97408, 97403, 97440, 97404
