Garrett Bergby

Treeline Financial Planning

Founder, Financial Advisor

Garrett Bergby

Treeline Financial Planning

Founder, Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Garrett Bergby

541-815-1263

Fee-Only financial planner located in Bend, OR, serving clients locally and across the country

Meet Garrett Bergby

Garrett Bergby is a comprehensive financial planner and has worked in the banking and financial planning world since graduating with a business degree from the University of Oregon in 2006. He specializes in financial planning for clients who share his core values of integrity, empathy, and collaboration. Treeline Financial Planning was established in early 2020 by Garrett in Bend, OR.

Garrett’s interest in financial planning evolved during his time as a bank manager and financial services rep here in Bend. He discovered during those years that his passion within the industry lies more in helping clients determine their best path forward than in simply managing their money or assets, and realized that he prefers to work alongside clients in planning their future rather than selling products that provide a limited measure of financial assistance. These realizations led to the birth of Treeline Financial Planning.

For those who don’t have Garrett’s experience with banking and investments, trying to figure out how to best manage your funds can be like wandering through a dense forest trying to find a way out. Trees are everywhere, and there’s often no clear path to follow. Garrett sees the services he provides as a way of opening up that forest – bringing you to the treeline, if you will. With the right direction and vantagepoint, the view opens up in front of you, and you can see your ultimate destination in the distance. With Garrett’s skills and guidance, he guides each client through their own path to that treeline where the air is fresh and the view is clear.

Garrett’s analogy of financial planning relating to a forest path stems from his personal love for hiking and backpacking. He grew up going backpacking with his father and sister and has maintained that tradition with both family and friends over the years. He also enjoys kayaking, paddle-boarding, floating the river with his wife and daughter, taking his dog to the dog park or out in the wilderness – almost anything outdoors. He is a strong proponent for finding a balance between work and life.

Garrett Bergby is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Garrett Bergby is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Garrett Bergby

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Office Locations:

  • 20615 Hummingbird Ln
    Bend, OR 97702

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