Explore Financial Advisors Serving Bend, OR

Northwest Quadrant Wealth provides personalized investment management and financial planning services focused on low-cost, tax-efficient strategies. With decades of experience, we tailor portfolios to individual risk tolerances and goals while emphasizing transparent fees and continuous monitoring. Our client-centric approach ensures long-term success through disciplined, data-driven decision-making.

Axia Wealth Management is an independent registered investment advisory firm delivering evidence-based financial planning and portfolio management. We specialize in retirement, tax, and estate planning, utilizing Nobel Prize-winning research to create data-driven strategies. Our fiduciary commitment ensures clients receive transparent, conflict-free advice aligned with long-term goals.

Strategy Cap is an independent Registered Investment Advisor (RIA) providing personalized wealth management solutions for business owners, executives, and retirees. We specialize in comprehensive financial planning, strategic investment management, and tailored guidance to align financial strategies with individual goals. Our client-focused approach emphasizes integrity, transparency, and long-term value creation.

Merit Wealth provides personalized financial advisory services for healthcare professionals and business owners. Our fiduciary-driven approach focuses on comprehensive wealth management, retirement planning, and tax optimization. We help clients navigate complex financial decisions with evidence-based strategies tailored to their unique professional and personal circumstances.