Facet Wealth
About Facet Wealth
About Facet Wealth
Facet Wealth is a financial advisor company founded in 2016 and headquartered in Baltimore, MD. They work with clients in Bend, specializing in a wide range of areas, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of experienced financial experts, they provide personalized financial solutions through an innovative flat fee model, ensuring objective guidance and access to exclusive partner offerings.
Asi Wealth Management & Consulting Services
About Asi Wealth Management & Consulting Services
About Asi Wealth Management & Consulting Services
ASI is a highly regarded financial advisory firm in the Northwest, managing over $1.4 billion in assets. With a strong track record of over 25 years, a loyal client base, and low staff turnover, ASI is uniquely positioned to assist clients of all backgrounds as one of the top advisors in Bend. With additional offices in Medford, Portland, and Seattle, they help clients achieve their financial goals while maintaining a balanced and fulfilling lifestyle.
Northwest Quadrant Wealth Management
About Northwest Quadrant Wealth Management
About Northwest Quadrant Wealth Management
If you're looking for a boutique advisor, Northwest Quadrant Wealth Management is one of the top financial advisor companies headquartered in Bend. Founded in 2006, they specialize in investment management, financial planning, and retirement planning. With over $300 million in assets under management (AUM), their experienced team provides a holistic and transparent approach to help clients achieve their financial goals.
Ascent Capital
About Ascent Capital
About Ascent Capital
Ascent Capital is an independent advisory firm founded in 2001 and headquartered in Bend. They specialize in comprehensive financial planning services, including areas such as education planning, estate planning, retirement planning, and investment management. As a fiduciary, they prioritize clients' interests and provide transparent and tailored financial advice without quotas, commissions, or hidden fees.
Northline Wealth Management
About Northline Wealth Management
About Northline Wealth Management
Northline Wealth Management, founded in Bend, is an independent registered investment advisor (RIA) specializing in investment management, estate planning, and financial planning. They operate in a fiduciary capacity, providing unbiased investment advice and prioritizing simplicity, transparency, communication, and personalized customer service. With a team of experienced advisors, Northline customizes financial solutions, conducts regular portfolio reviews, and offers expert estate and financial planning guidance.
Elevation Capital Strategies
About Elevation Capital Strategies
About Elevation Capital Strategies
Elevation Capital Strategies is one of the top boutique financial advisor companies based in Bend. They specialize in estate planning, healthcare planning, tax planning, investment planning, and income planning. Their services include personalized investment strategies tailored to individual goals, active management to enhance tax efficiency, and a focus on consistent, incremental growth to safeguard wealth for retirement.
Frequently Asked Questions
What services do the top financial advisors in Bend typically provide?
Top financial advisors in Bend offer a range of services, including investment management, retirement planning, estate planning, tax optimization, and risk management. They tailor their services to meet the unique financial needs of their clients.
How can I choose the right financial advisor in Bend for my specific financial goals?
Selecting the right financial advisor involves considering their experience, expertise, approach to financial planning, and fees. Start by scheduling consultations with potential advisors to discuss your goals and evaluate whether their services align with your needs and values.
What qualifications and certifications should I look for in a financial advisor in Bend?
Look for financial advisors in Bend who are certified and registered. Key certifications include Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). It's also important to ensure they are properly licensed and regulated to provide financial advice in Oregon.
How are fees typically structured when working with financial advisors in Bend?
Financial advisor fees in Bend can vary. Advisors may charge fees based on a percentage of assets under management (AUM), hourly rates, fixed fees, or a combination of the above. It's essential to discuss fee structures with potential advisors to understand their pricing model.
Are there any local regulations or industry standards that financial advisors in Bend must adhere to?
Both state and federal authorities typically regulate financial advisors in Bend. They may be registered with the Oregon Division of Financial Regulation and are often held to fiduciary standards, which require them to act in your best interest. Verify an advisor's regulatory compliance and ask about their fiduciary duty before choosing to work with them.
Methodology
The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.
We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.