Connect with Top-Rated Financial Planners in Bend!

Paltzer Wealth Management is a comprehensive financial planning firm that offers a range of services, including investment management, retirement planning, risk management, and estate planning. We work closely with our clients to understand their unique financial goals and develop personalized financial plans to help them achieve those goals. Our experienced team of financial professionals is dedicated to providing exceptional service and expertise to our clients. Whether you're looking to retirement planning, investment management, or simply seeking trusted advice, we're here to help.

Northwest Quadrant Wealth Management is a registered investment advisor offering a fully integrated wealth management solution, providing investment management, financial planning, and retirement planning services to help individuals meet their unique goals and needs. By acting with the client's best interests in mind, the firm seeks to provide low-cost, tax-efficient investments tailored to each client's specific objectives. The team aims to establish a long-term relationship with clients, providing ongoing support and guidance as their financial situation evolves. With over 6 decades of service, Northwest Quadrant Wealth Management prides itself on being transparent and client-focused, offering a comprehensive approach to wealth management.

Tompkins Wealth Management provides financial planning and wealth management services to individual and small business clients. We offer financial planning and asset management services to both individual and small business clients. We pride ourselves on providing a personalized approach to helping our clients achieve their financial goals. Our team of experts works together to develop a customized financial plan tailored to each client's unique needs and goals. We strive to educate our clients on their financial situation and provide guidance on how to make informed decisions about their financial future. With offices in Seattle, WA and Bend, OR, we serve clients from all over the country.

Axia Wealth Management is a financial services firm that provides investment management, financial planning, and corporate retirement plan solutions to individuals and businesses. They offer a fee-only compensation structure and are committed to transparency and independence. The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor. With a focus on evidence-based investing and academic research, Axia Wealth Management helps clients create personalized financial plans and investment portfolios tailored to their individual goals and objectives.

Founded on the principle of helping clients achieve their financial goals, StrategyCap Inc. is a financial planning and wealth management firm that specializes in providing customized solutions to business owners, professionals, and retirees. Our team of experts utilizes a collaborative approach to identify opportunities, spot issues, and make sense of complex matters, helping clients achieve financial success. We offer a range of services, including financial planning, investment management, and business consulting, with a focus on providing unparalleled client service and expertise.

Merite Wealth is a boutique Virtual Family Office serving healthcare entrepreneurs, dentists, physicians, and attorneys who own their professional practice. We specialize in working with business owners in the healthcare space; entrepreneurs, dentists, and physicians as well as accomplished attorneys. Our team understands the unique opportunities and challenges in front of you and how to create a comprehensive long-term plan around them. We will help you bring order and focus to your financial life by helping you get your financial situation in order at both the "macro" level of investments, insurance, estate, taxes, etc., and also the "micro" level of household cash flow.