Expertise.com
2024

Last updated:

Best Financial Advisors in Bend

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Bend Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

24

Reviewed

17

Curated

7

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
550 NW Franklin Ave Ste 258, Bend, OR 97703
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Website
365 NE Greenwood Avenue, Suite #4, Bend, OR 97701
  • Wealth Management

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
61239 Tetherow Dr. Suite 209, Bend, OR 97702
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (11)
Yelp
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
250 NW Franklin Street, Suite 401C, Bend, OR 97701
  • CFA Charterholder

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
243 Scalehouse Loop Suite 5B, Bend, OR 97702
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (21)
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2445 Northeast Division Street Waterside Building #204, Bend, OR 97703
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
444 NE Norton Ave. #101,, Bend, OR 97701
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
5.0 / 5 (6)
Google
2.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can you terminate your contract with a financial advisor in Bend at any time?

    Yes, generally, you can terminate your contract with a financial advisor in Bend at any time. To do so, the first step is to review the contract, which will contain details about the exit process and applicable fees. It is crucial to collect investment records, which the advisor is legally required to transfer. After terminating the relationship, you have the option to manage your own accounts or hire a new advisor.

  • Is there a minimum investment requirement to work with a financial advisor in Bend?

    Yes, some financial advisors in Bend do have minimum investment requirements. These requirements are often based on asset thresholds, which means you need to have a certain amount of investable assets to be eligible to work with them. The minimum investment requirement typically starts at $100,000, but it can vary from advisor to advisor. Some might require a higher minimum, such as $500,000 or even $1 million, while others might not require any minimum.

  • Can a financial advisor in Bend help you with your income tax preparation?

    Not all financial advisors in Bend are authorized to handle income tax preparation. Instead, their primary expertise lies in devising well-informed financial strategies to manage your finances effectively. A Certified Financial Planner may have the necessary licensure to establish accounts like IRAs and offer valuable advice to assist clients in budgeting, saving, and making investment decisions.

  • Are CFPs in Bend allowed to provide advice on cryptocurrencies?

    In Bend, CFP professionals are permitted to offer advice on cryptocurrency-related products as long as they follow the guidance issued by the Certified Financial Planner Board of Standards in 2022. However, they must exercise caution and adhere to the same Code of Standards as they would with other financial assets.

  • What is a virtual financial advisor in Bend?

    A virtual financial advisor in Bend refers to a financial planner who conducts their services remotely. Instead of meeting clients in person at their office or home, these advisors engage with individuals or families through video calls on platforms such as Google Meet or Zoom. This enables clients to access financial advice and services conveniently from any location.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.