Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 10 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

 


Bend, OR Financial Advisor FAQs

A financial advisor can help you with both short and long-term decisions that will save you money and/or make you more money in the future.
Financial advisors help their clients create portfolios that can grow to meet both short and long-term goals. They must understand the client's risk tolerance, time horizon, and ability to take on volatility for success.
Most often, the advisor is paid by an annual fee that is typically based on a percentage of the client’s assets or investments.
Choose someone who is properly regulated by the government. Make sure to verify the certifications and licenses they are holding.