wiseradvisor

Find Top Financial Advisors in Bend, Oregon

Advisor Match Advisor Match

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.

Finding the Top Financial Advisor in Bend, Oregon
Last Updated - 11-Aug-2022

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

Information on Qualified Financial Advisors in Bend

Qualifications CRD# 5426580
Series 6, 7, 63, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 243 SW Scalehouse Loop,
Ste 3B,
Bend,
OR
97702
Phone Number 541-728-1285

See Video here about my Practice and approach: https://youtu.be/zCOLppjEd00 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. 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.

About Axiom Wealth Strategies

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
Hourly charges
Fixed fees
Northwest Quadrant Wealth Management
650 Sw Bond St. , Suite 250,
Bend, OR 97702
$441,126,333 1802 A percentage of AUM
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
Hourly charges
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
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
Hourly charges
Fixed fees
Sundowner Capital Management Llc
725 Nw Broadway Street,
Bend, OR 97703
$109,484,489 132 A percentage of AUM

    List of Additional Advisors in Bend, Oregon*

    * 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
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Oregon?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?