Best Financial Advisors in Bend, OR

Merit Wealth Management, LLC, is a Bend-based company that serves clients across the metro. It advises individuals through the process of financial planning and counsels on areas involving investments and taxes. The company also provides cash flow and debt management services. It maintains "Ideas With Merit," a blog and newsletter that contain information on multiple topics, including cryptocurrency, value premiums, and dollar-cost averaging. Jeff Griswold, the company's lead wealth advisor, has over a decade of experience in finance.

Kara Smith is a financial advisor at Northwestern Mutual whose clientele includes young professionals, young families, and small business owners. She provides assistance regarding life insurance, long-term care, retirement, disability income, and estate planning. Smith also advises individuals on investment and wealth management, as well as employee and executive benefits planning. In addition, she helps them achieve long-term financial security by regularly monitoring their changing needs and situation. Smith caters to diverse communities, including members of the LGBTQ+ community.

Strategic Wealth Management LLC serves Bend and the neighboring metros. Founded in 2009, the firm provides assistance to professionals, business owners, and retirees in managing their personal wealth. It offers financial services such as estate, legacy, and retirement planning, taxation control, and wealth management. David Smith, the company president and founder, is dedicated to helping clients achieve financial independence through his guidance and counsel. Smith is a Certified Financial Planner, a Chartered Financial Consultant, and a Certified Plan Fiduciary Advisor.

Cascade Financial Strategies aims to help Bend residents who are seeking to learn how to better manage their money. The firm offers financial guidance, assisting clients in achieving financial responsibility and attaining security for both their and their families’ future. Its services include wealth management, retirement planning, and legacy planning. Cascade Financial Strategies also offers socially responsible investing, which takes environmental and social criteria into account before investing. Jack Schniepp is the firm’s owner and financial advisor.

G. Pollack Financial offers independent financial services to clients throughout the Bend metro area. The firm looks at all aspects of each client's financial life and identifies financial strategies to help them work toward their dreams and goals. It provides personalized guidance in wealth management, education planning, retirement planning, insurance planning, and business succession planning. It also helps optimize gifting and estate plans while addressing tax situations. The firm's president, Gregory M. Pollach, has been a certified financial planner since 2001.

Sherpa Wealth Strategies provides comprehensive financial planning in the Bend metro. The firm employs a process called the Financial Empowerment Journey, where the objective is to put their clients on the path towards achieving their financial goals. It includes services such as mortgage or debt analysis, personal income tax review and planning, social security analysis, and long-term care needs analysis. The firm was named after the local guides of Mt. Everest known as Sherpas, embodying the advocacy of helping clients climb the summits in their lives.

Northwind Financial LLC assists individuals and families in Bend in managing finances. It helps clients create financial strategies that are compatible with their goals at every stage of life. It provides asset and liability assessments to estimate net worth and crafts investment and tax strategies and retirement plans based on the client's risk tolerance, values, long-term goals, and legacy. The owner, Bradley J. Boeck, is a chartered financial consultant with over 21 years of experience.