Financial Advisors in Bend, Oregon

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 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.

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 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, 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 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.