What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Bend, OR area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Bend, OR Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Andy Mardock
MBA, CFP®
ViviFi Planning
Bend, OR
Specialties: Comprehensive Financial Planning, Investment Management, Stock Option, Restricted Stock, and ESPP Strategy, Retirement Planning, Debt and Student Loan Reduction Planning, Planning for Tax Efficiency, Business Planning
ViviFi Planning is a fee-only, fiduciary financial planner located in Bend, OR serving clients locally and across the country.
Andrew Gray
CFP®, CRPC®
Gray Wealth Strategies LLC
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner serving retirees and pre-retirees virtually from Bend, OR
Ann Laferriere
CFP®
Buckingham Strategic Wealth
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficient Investing, Estate planning, Risk Management
Forever standing on the side of our clients.
Craig Nelson
CFP®, CPA
Red Sky Financial Planning, LLC
Wilsonville, OR
Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management, College Education Planning, Managing Employer Stock
Fee-Only financial planner with offices in Wilsonville, OR and Bend, OR - providing financial planning, investment, and tax services to clients locally and beyond.
Bryan Hancock
CFP®, MBA
Timberchase Financial, LLC
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving Families and Professionals
Rob Costello
CFP®
Costello Financial Planning
Bend, OR
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
