Best Financial Advisors in Bend, Oregon (2025)
Updated 3/7/25
Sure, you could manage your finances with things like an ETF, a 401(k) and an IRA. These are great tools to start building your wealth. But if you’re looking to go further—planning for long-term goals, growing your investments, or creating a strategy tailored to your life—working with a financial planner may be a smart move.
In Bend, you’ll find plenty of experienced financial advisors who can help. Whether it’s planning for retirement, managing your taxes, or building a wealth strategy, they’ll guide you through the complexities of money management. With their expertise, you can set yourself up for a stronger financial future. Below are some of the best financial planners you’ll find in Bend and Central Oregon itself.
Table of Contents
Top Financial Advisors & Firms in Bend
Cascade Financial Strategies
Website: https://www.cascadefs.com/
Address: 243 SW Scalehouse Loop #1a, Bend, OR 97702
Overview: Cascade Financial Strategies focuses on comprehensive financial planning, investment management, and retirement strategies tailored to meet individual goals.
Notable Features:
Fee-only financial planning services
Expertise in socially responsible investments
Customized retirement and wealth management plans
Who It’s For: Individuals and families seeking ethical investment options and personalized financial strategies.
Strategic Wealth Management
Website: https://www.strategicwealthmanagement.llc/
Address: 365 NE Greenwood Ave Suite #4, Bend, OR 97701
Overview: Strategic Wealth Management helps clients create financial plans that align with their goals, offering expertise in investments, retirement, and tax strategies.
Notable Features:
Investment management and estate planning
Tax-efficient strategies to minimize financial burdens
Focus on long-term wealth-building solutions
Who It’s For: Individuals looking for holistic financial planning with a focus on tax optimization.
MCS Family Wealth Advisors
Website: https://mcsfa.com/
Address: 750 NW Charbonneau St. Suite 201, Bend, OR 97703
Overview: MCS Family Wealth Advisors provides fiduciary financial planning services, specializing in helping families and individuals manage and grow their wealth.
Notable Features:
Fee-only financial planning
Comprehensive wealth management and retirement planning
Emphasis on transparent and client-centered service
Who It’s For: Families and individuals seeking fiduciary, fee-only advice for long-term wealth management.
Eagle Wealth Management
Website: https://www.myeaglewealth.com/
Address: 35 NW Hawthorne Ave, Bend, OR 97703
Overview: Eagle Wealth Management offers a personalized approach to financial planning, helping clients navigate investment strategies, retirement, and legacy planning.
Notable Features:
Customized investment portfolios
Multi-generational wealth planning
Active approach to market changes and economic conditions
Who It’s For: Individuals and families looking for hands-on, tailored financial advice.
Buckingham Strategic Wealth
Website: https://www.buckinghamstrategicwealth.com/locations/bend
Address: 1777 SW Chandler Ave, Suite 205, Bend, OR 97702
Overview: Buckingham Strategic Wealth specializes in evidence-based investment strategies and comprehensive financial planning.
Notable Features:
Long-term, research-driven investment strategies
Focus on education and empowering clients
Retirement planning and tax management
Who It’s For: Clients seeking a disciplined, evidence-based approach to wealth management.
Costello Financial Planning
Website: https://costellofinancialplanning.com/
Overview: Costello Financial Planning focuses on helping clients achieve financial independence through strategic planning and investment management.
Notable Features:
Fee-only financial planning services
Focus on retirement income and long-term growth
Client-first approach with personalized strategies
Who It’s For: Individuals looking for a fiduciary advisor dedicated to client success.
Gray Wealth Strategies
Website: https://graywealthstrategies.com/
Overview: Gray Wealth Strategies provides financial solutions designed to help clients build and preserve wealth while achieving their life goals.
Notable Features:
Customized financial strategies for individuals and families
Expertise in retirement planning and investment management
Proactive and collaborative approach to financial planning
Who It’s For: Those seeking goal-oriented financial guidance with a personal touch.
RBC Wealth Management
Website: https://us.rbcwealthmanagement.com/bend/
Address: 2220 NW Labiche Lane, Suite 210, Bend, OR 97703
Overview: RBC Wealth Management is a global firm offering local expertise in financial planning, investment management, and wealth preservation.
Notable Features:
Personalized investment solutions for individuals and businesses
Comprehensive estate and legacy planning services
Access to global resources and expertise
Who It’s For: High-net-worth individuals and businesses seeking tailored financial solutions backed by global expertise.
Miller Ferrari Wealth Management
Website: https://www.millerferrari.com/
Address: 333 SW Upper Terrace Drive, Suite 200, Bend, OR 97702
Overview: Miller Ferrari Wealth Management offers comprehensive financial and retirement planning with a focus on long-term stability and growth.
Notable Features:
Specialization in retirement income strategies
Focus on multi-generational wealth planning
Experienced team of fiduciary advisors
Who It’s For: Individuals and families looking for retirement-focused financial strategies.
Copia Wealth Management
Website: https://www.copiawealthmanagement.com/
Address: 572 SW Bluff Dr #100, Bend, OR 97702
Overview: Copia Wealth Management provides a collaborative approach to financial planning, helping clients achieve financial clarity and confidence.
Notable Features:
Customized financial planning and investment strategies
Emphasis on client education and transparency
Holistic approach to wealth management
Who It’s For: Clients looking for a comprehensive, client-focused financial planning experience.
Sherpa Wealth Strategies
Website: https://sherpawealthstrategies.com/
Address: 444 NE Norton Ave. #101, Bend, OR 97701
Overview: Sherpa Wealth Strategies helps clients navigate their financial journeys with expertise in retirement, tax planning, and investments.
Notable Features:
Retirement and tax-efficient planning
Fee-based financial advisory services
Personalized guidance for achieving financial independence
Who It’s For: Individuals seeking hands-on, tailored financial advice with a focus on long-term success.
ViviFi Planning
Website: https://www.vivifiplan.com/
Overview: ViviFi Planning specializes in fee-only financial advice, focusing on empowering clients to take control of their financial future.
Notable Features:
Flat-fee financial planning services
Focus on debt reduction and retirement planning
Transparent, no-commission approach
Who It’s For: Clients looking for a fiduciary advisor offering unbiased, goal-oriented guidance.
Interactive Wealth Advisors
Website: https://interactive-wealth.com/bend/
Address: 121 SW Morrison St., Suite 905, Portland, OR 97204
Overview: Interactive Wealth Advisors offers advanced financial planning and investment strategies tailored to the needs of individuals and businesses.
Notable Features:
Comprehensive wealth management services
Focus on tax-efficient strategies
Client-first approach with ongoing education and support
Who It’s For: Clients seeking sophisticated, customized financial strategies for wealth building and preservation.
Top Retirement Planning in Bend
Planning for retirement is one of the most important financial decisions you can make. Whether you’re looking to build wealth, manage investments, or ensure long-term security, working with the right financial advisors can make all the difference. Here are some of the top retirement planning services in Bend, Oregon:
Living Earth Investment Advisors
Specializes in sustainable and socially responsible investing.
Offers retirement planning, wealth management, and financial advisory services tailored to long-term financial goals.
Focuses on helping clients align their investments with their values while ensuring financial growth.
Located in Bend, OR.
Website: https://livingearthinvestments.com/
Cascade Financial Strategies
Provides comprehensive retirement planning, tax-efficient investment strategies, and wealth management.
Emphasizes values-based investing to help clients build financial security while making a positive impact.
Works with individuals, families, and businesses to create personalized financial plans.
Located in Bend, OR.
Website: https://www.cascadefs.com/
AGP Wealth Advisors – Ameriprise Financial
Offers personalized retirement planning, investment management, and financial goal setting.
Backed by Ameriprise Financial, providing access to extensive financial resources and expertise.
Helps clients with estate planning, tax strategies, and risk management for a well-rounded retirement plan.
Located in Bend, OR.
Website: https://www.ameripriseadvisors.com/team/agp-wealth-advisors/contact/
Bend Wealth Advisors
Services Offered:
Helps retirees transition from accumulation to distribution phase.
Investment strategies designed to generate retirement income.
Tax-efficient withdrawals from retirement accounts.
Location: Bend, OR
Budgeting & Savings
ViviFi Planning
Services Offered:
Personalized budgeting strategies to improve financial stability.
Cash flow management and savings plans.
Fee-only advising with no commissions.
Location: Bend, OR
Website: https://www.vivifiplan.com/
Ascent Capital Financial
Services Offered:
Helps individuals and families create sustainable budgets.
Offers savings strategies tailored to short- and long-term goals.
Personalized coaching for financial habits.
Location: Bend, OR
Website: https://ascentbend.com/
Debt & Credit Management
GreenPath Financial Wellness
Services Offered:
Debt counseling, consolidation strategies, and budgeting help.
Credit score improvement plans.
Free initial consultations for debt relief.
Location: Online & Serves Bend
Website: https://www.greenpath.com/
Money Fit
Services Offered:
Debt repayment strategies based on financial goals.
Credit repair assistance and long-term financial recovery plans.
Cash flow coaching to reduce reliance on credit cards.
Location: Online & Serves Bend
Website: https://www.moneyfit.org/debt-consolidation-in/bend-oregon/
Investing & Asset Allocation
Costello Financial Planning
Services Offered:
Personalized investment portfolio management.
Risk assessment and diversification strategies.
Fee-only advising with a focus on long-term wealth growth.
Location: Bend, OR
True North Retirement Advisors
Services Offered:
Strategic asset allocation for different life stages.
Retirement investment planning to maximize income.
Tax-efficient investing for high-net-worth individuals.
Location: Bend, OR
Wealth Management & Fee-Only Advisors
Gray Wealth Strategies
Services Offered:
Holistic financial planning for individuals and business owners.
Wealth preservation and estate planning strategies.
Personalized investment management with long-term growth in mind.
Location: Bend, OR
Website: https://graywealthstrategies.com/
Longview Financial Advisors
Services Offered:
Fiduciary wealth management with no commission-based products.
Tax-conscious investing and charitable giving strategies.
Retirement planning for high-net-worth individuals.
Location: Bend, OR
Website: https://longviewfa.com/
Tax & Estate Planning
Cascadia Wealth Management
Services Offered:
Tax strategies to minimize liabilities for individuals and businesses.
Estate planning guidance to protect assets for future generations.
Coordination with CPAs and estate attorneys.
Location: Bend, OR
Website: https://www.cascadewealth.net/
Jones & Roth
Services Offered:
Advanced tax planning strategies for high-income earners.
Trust and estate planning guidance.
Business succession planning and wealth transfer.
Location: Bend, OR
Website: https://www.jrcpa.com/
Homeownership & Mortgage Planning
Mountain Mortgage Group
Services Offered:
First-time homebuyer financial planning.
Mortgage pre-approval assistance.
Refinancing strategies to lower monthly payments.
Location: Bend, OR
Website: https://mountain-mortgage.com/
Summit Mortgage Advisors
Services Offered:
Helps homeowners decide between fixed and adjustable-rate mortgages.
Loan structuring for self-employed individuals.
Credit repair guidance for better mortgage approval odds.
Location: Bend, OR
Loans & Borrowing
Umpqua Bank – Bend Branch
Services Offered:
Personal loans and home equity lines of credit.
Auto and business loans for various financial needs.
Low-interest rate options for qualified borrowers.
Location: Bend, OR
Website: https://www.umpquabank.com/
OnPoint Community Credit Union
Services Offered:
Personal and small business loan options.
Flexible repayment terms with competitive interest rates.
Loan consolidation services for better financial management.
Location: Bend, OR
Website: https://www.onpointcu.com/
Great Resources to Learn About Financial Planning Online
Kiplinger
Kiplinger offers practical advice on personal finance, investing, taxes, and retirement. Its articles are easy to follow, making it a great resource for both beginners and experienced investors.
URL: https://www.kiplinger.comInvestopedia
Known for its comprehensive guides and financial term definitions, Investopedia is a go-to resource for understanding investment strategies, retirement planning, and market trends.
URL: https://www.investopedia.comNerdWallet
NerdWallet simplifies financial decisions with easy-to-read guides on budgeting, saving, credit cards, and more. It’s perfect for anyone looking for straightforward advice.
URL: https://www.nerdwallet.comMorningstar
Morningstar provides in-depth research and ratings for mutual funds, ETFs, and stocks, making it a valuable resource for serious investors.
URL: https://www.morningstar.comThe Motley Fool
This site offers investment tips, stock analysis, and financial planning advice with a conversational, beginner-friendly tone.
URL: https://www.fool.comSmartAsset
SmartAsset features tools like retirement calculators, tax advice, and home affordability guides, making it ideal for financial planning at every stage of life.
URL: https://www.smartasset.comForbes - Personal Finance Section
Forbes covers a wide range of financial topics, from investing and retirement planning to advice on building wealth and managing debt.
URL: https://www.forbes.com/personal-finance/Bankrate
Bankrate focuses on interest rates, mortgages, and credit cards, providing insights to help you make smarter financial decisions.
URL: https://www.bankrate.comCNBC - Personal Finance
CNBC’s Personal Finance section provides up-to-date news on market trends, investment strategies, and budgeting tips.
URL: https://www.cnbc.com/personal-finance/The Balance
The Balance offers easy-to-understand financial advice on saving, investing, and budgeting. It’s great for beginners who want actionable steps to improve their finances.
URL: https://www.thebalance.com
What Do Financial Advisors Do?
Financial advisors are professionals who help individuals and businesses manage their money effectively. They work with clients to create strategies tailored to their financial goals. Common services provided by financial advisors include:
Investment Planning: Developing strategies to grow wealth through stocks, bonds, mutual funds, and other investment vehicles.
Retirement Planning: Creating a roadmap to ensure you can enjoy a comfortable retirement, including 401(k) and IRA management.
Wealth Management: Offering comprehensive management of assets for high-net-worth individuals.
Estate Planning: Helping you plan for the transfer of assets to your heirs or beneficiaries in a tax-efficient way.
Tax Strategies: Providing advice on minimizing tax burdens while maximizing savings and investments.
Debt Management: Assisting with strategies to reduce debt and improve financial health.
Education Savings: Planning for future education expenses through tools like 529 plans or custodial accounts.
Why Work with a Financial Advisor in Bend?
Bend’s unique economy and lifestyle present specific opportunities and challenges for financial planning. Here’s why working with a local advisor can make a difference:
Local Expertise: Advisors in Bend understand the region’s housing market, investment opportunities, and economic landscape.
Retirement Community: Bend is a popular destination for retirees, and local advisors are well-versed in creating retirement strategies tailored to this lifestyle.
Small Business Support: Bend has a thriving entrepreneurial scene, and many advisors specialize in helping small business owners manage finances and plan for growth.
Personalized Service: Many Bend-based advisors focus on building long-term relationships with their clients, providing highly personalized advice.
Types of Financial Advisors in Bend
Bend is home to a variety of financial advisors and firms, each offering unique services. Here are the main types you’ll encounter:
Certified Financial Planners (CFPs)
CFPs are highly trained professionals who provide comprehensive financial planning, covering investments, retirement, insurance, and more.
Wealth Managers
Wealth managers focus on high-net-worth clients, providing services like estate planning, tax strategies, and personalized investment portfolios.
Retirement Specialists
These advisors specialize in helping clients plan for retirement, including managing IRAs, pensions, and social security strategies.
Investment Advisors
Investment advisors focus on helping clients grow their wealth through strategic investment planning and portfolio management.
Fee-Only Advisors
Fee-only advisors charge a flat fee or hourly rate for their services, ensuring impartial advice without commission-based incentives.
Small Business Advisors
Specializing in supporting local businesses, these advisors help entrepreneurs with budgeting, tax planning, and long-term financial strategies.
Other local services
How to Choose the Right Financial Advisor
Finding the right financial advisor is essential to meeting your goals and feeling confident in your financial future. Here’s how to make the best choice:
Define Your Goals: Decide what you need help with—retirement planning, investments, or debt management—and find an advisor with expertise in that area.
Verify Credentials: Look for certifications like CFP, CFA, or CPA, and check their reputation through client reviews or referrals.
Understand Their Fee Structure: Choose between fee-only, commission-based, or a combination, depending on what works best for you.
Ask About Their Experience: Look for advisors with a proven track record and experience handling situations similar to yours.
Schedule a Consultation: Meet with potential advisors to discuss your needs and see if their communication style aligns with yours.
Check for Fiduciary Responsibility: Fiduciary advisors are legally obligated to act in your best interest, which can offer peace of mind.
Common Financial Concerns in Bend
Bend residents face unique financial challenges and opportunities. Here are a few common concerns local advisors can help address:
Real Estate Investments: Navigating Bend’s competitive housing market for property investments or home buying.
Retirement Income: Ensuring sufficient income for retirees living in Bend’s high-cost areas.
Small Business Growth: Helping entrepreneurs manage finances, plan for taxes, and prepare for future growth.
Tax-Efficient Strategies: Minimizing tax burdens through deductions, credits, and efficient asset allocation.
College Savings: Planning for children’s or grandchildren’s education expenses with tax-advantaged accounts.
Tips for Financial Success
Start Early: Begin financial planning as soon as possible to take advantage of compounding interest and long-term growth.
Diversify Investments: Spread your assets across multiple sectors to reduce risk and improve stability.
Build an Emergency Fund: Set aside at least three to six months of living expenses for unexpected situations.
Review Regularly: Revisit your financial plan annually to ensure it aligns with your goals and current circumstances.
Work with a Professional: Partnering with a financial advisor can provide clarity, strategy, and peace of mind.
Financial advisors in Bend, Oregon, offer expert guidance to help you navigate the complexities of money management and achieve your financial goals. Whether you’re planning for retirement, investing for the future, or managing wealth, there’s a local professional ready to provide personalized advice.
Stay tuned for our curated list of financial advisors and firms in Bend to find the perfect fit for your financial needs. With the right partner, you can secure a brighter financial future!
