Find a Financial Planner in Bend, OR

 

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We did the hard work of finding trustworthy partners in Bend, OR.

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We Only Work With The Best Bend Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bend, OR


  • Financial Advisor Close to Bend, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bend Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Bend area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Bend can include managing client retirement accounts, investments, tax plans, and more.
21.0% of Bend's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Bend area can create a custom plan and walk with you each step of the way.
In the Bend area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Bend area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Bend area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Oregon has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Bend area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bend area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bend, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bend, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Bend financial advisors.
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How Retirement-Friendly is Bend, OR?

  • Population: 93,917
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $396,900
  • Average Monthly Housing Cost: $1,351
  • Average Household Income: $88,880
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)


The Top Financial Advisor Firms in Bend, OR


ASI WEALTH MANAGEMENT & CONSULTING SERVICES

Website

(541) 617-0898

15 Sw Colorado
Suite 280
Bend, OR 97702

SEC#: 801-55026
Years in Business: 23 years

NORTHLINE WEALTH MANAGEMENT LLC

Website

(888) 407-5463

15 Sw Colorado Avenue
Suite 4
Bend, OR 97702

SEC#: 801-107657
Years in Business: 5 years

NORTHWEST QUADRANT WEALTH MANAGEMENT

Website

(541) 388-9888

650 Sw Bond St.
Suite 250
Bend, OR 97702

SEC#: 801-72636
Years in Business: 9 years

ELEVATION CAPITAL ADVISORY

Website

(541) 728-0321

775 Sw Bonnett Way
Suite 220
Bend, OR 97702

SEC#: 801-118748
Years in Business: 1 years

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Website

(541) 330-0266

404 Sw Columbia St.
Suite 230
Bend, OR 97702

SEC#: 801-66144
Years in Business: 15 years

SHEPPARD WEALTH MANAGEMENT, LLC

Website

(541) 604-8603

360 Sw Bond St.
Suite 510
Bend, OR 97702

SEC#: 801-109989
Years in Business: 4 years

VALENTINE VENTURES, LLC

Website

(541) 389-4148

550 Sw Industrial Way
Suite 201
Bend, OR 97702

SEC#: 801-67710
Years in Business: 14 years

ASCENT CAPITAL MANAGEMENT, LLC

Website

(541) 382-4847

2796 Nw Clearwater Dr.

Bend, OR 97703

SEC#: 801-63211
Years in Business: 17 years

MY LEGACY ADVISORS, LLC

Website

(541) 330-0220

35 Nw Hawthorne Ave

Bend, OR 97703

SEC#: 801-112049
Years in Business: 3 years

STONEPINE CAPITAL MANAGEMENT, LLC

Website

(541) 647-5673

919 Nw Bond St.
Suite 204
Bend, OR 97703

SEC#: 801-110935
Years in Business: 4 years