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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bend
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
44
non-vetted advisors in your local area. These financial advisors in
Bend, Oregon
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Bend, Oregon
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Bend, Oregon.
| Qualified Financial Advisors in Bend, Oregon | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Neal Richards
AXIOM WEALTH STRATEGIES 243 SW Scalehouse Loop, Ste 3B, Bend, OR 97702 |
15 | $56,000,000 | Not Specified | Fee-Only |
Qualifications
CRD# 5426580
Firm CRD# 313124
Series 6, 7, 63, 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
243 SW Scalehouse Loop,
Ste 3B,
Bend,
OR
97702
Phone Number
541-728-1285
Neal began his career in 2007 working in Bend during the financial crisis and the great recession for Northwestern Mutual, a Life Insurance company. This experience helped refine his business as well as his personal financial planning. In 2012 Neal began working for Wells Fargo Advisors where he worked helping clients invest and plan. His experience at Wells Fargo Advisors amalgamized his investment philosophy as well as his conviction in the value of planning over product. In April of 2017, Neal joined Cascade Financial Strategies, an independent RIA, where his practice blossomed into what it is today. Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool. Who he is can be reflected in the people in his life he is most thankful for: His wife and kids: I'm not sure where you end, and I begin. His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both. Working associate, John Aspell: I owe you my career& thanks for taking a chance on me. Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.
Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building that, if understood and embraced, yield fruit in this life and in the lives to come. He believes these principles of wisdom are where true wealth resides. He named the firm Axiom, which means self-evidently true, with the hope of pointing to this wisdom and reveal where true wealth is found.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Bend, Oregon (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ASI WEALTH MANAGEMENT & CONSULTING SERVICES
15 Sw Colorado , Suite 280, Bend, OR 97702-1129 |
$1,633,285,897 | 1155 |
A percentage of AUM Fixed fees |
| NORTHWEST QUADRANT WEALTH MANAGEMENT
650 Sw Bond St. , Suite 250, Bend, OR 97702 |
$441,126,333 | 1802 |
A percentage of AUM Hourly charges Fixed fees |
| ASCENT CAPITAL MANAGEMENT, LLC
2796 Nw Clearwater Dr., Bend, OR 97703 |
$372,466,324 | 1101 |
A percentage of AUM Hourly charges Fixed fees |
| MY LEGACY ADVISORS, LLC
35 Nw Hawthorne Ave, Bend, OR 97703 |
$304,481,152 | 385 |
A percentage of AUM Hourly charges Fixed fees |
| STONEPINE CAPITAL MANAGEMENT, LLC
919 Nw Bond St. , Suite 204, Bend, OR 97703 |
$257,734,669 | 1 |
A percentage of AUM Performance Based |
| NORTHLINE WEALTH MANAGEMENT LLC
15 Sw Colorado Avenue , Suite 4, Bend, OR 97702-1229 |
$252,719,596 | 634 |
A percentage of AUM Other ($100 ANNUAL SERVICE FEE) |
| ELEVATION CAPITAL ADVISORY
775 Sw Bonnett Way , Suite 220, Bend, OR 97702 |
$227,019,487 | 1195 |
A percentage of AUM Fixed fees |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC
404 Sw Columbia St. , Suite 230, Bend, OR 97702-3453 |
$198,916,191 | 267 |
A percentage of AUM Hourly charges Fixed fees |
| SHEPPARD WEALTH MANAGEMENT, LLC
5 Nw Minnesota Ave , Suite 220, Bend, OR 97703 |
$174,957,161 | 411 |
A percentage of AUM Hourly charges |
| COSTELLO FINANCIAL PLANNING, INC.
1001 Sw Disk Drive , Suite 250 Office #1, Bend, OR 97702 |
$120,149,326 | 333 |
A percentage of AUM Fixed fees |
| SUNDOWNER CAPITAL MANAGEMENT LLC
725 Nw Broadway Street, Bend, OR 97703 |
$109,484,489 | 132 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Suzanne Johannsen Inquire with Suzanne |
214 SE Vine Ln, Bend, OR 97702 | 541-389-2528 |
| Mark Greaney Inquire with Mark |
404 SW Columbia St, Ste 140A, Bend, OR 97702 | 541-382-2354 |
| John-Paul Daly - Ameriprise Financial Services, LLC Inquire with John-Paul |
698 NW York Dr, Ste 100, Bend, OR 97703 | 503-360-9310 |
| Paul Miller Inquire with Paul |
698 NW York Dr, Ste 100, Bend, OR 97703 | 503-360-9310 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
705 SW Bonnett Way, Ste 1200, Bend, OR 97702 | 541-389-1282 |
| Christopher Brewer Inquire with Christopher |
705 SW Bonnett Way, Ste 1200, Bend, OR 97702 | 541-617-6021 |
| Strassman & Assoc. Inquire with Strassman |
15 SW Colorado Avenue, Suite 250, Bend, OR 97702 | 541-306-4570 |
| Scott McVeigh Inquire with Scott |
705 SW Bonnett Way, Ste 1200, Bend, OR 97702 | 541-617-6019 |
| Jeannette P McKenzie Inquire with Jeannette |
705 SW Bonnett Way, Ste 1200, Bend, OR 97702 | 541-617-6004 |
| Jeffery Harding Inquire with Jeffery |
705 SW Bonnett Way, Ste 1200, Bend, OR 97702 | 541-617-6005 |
Grow your AUM with pre-qualified leads!
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