Best Financial Advisors in Bend

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
80+
Advisors
4.8/5.0
Average Rating

Bend Financial Landscape

Bend's economy is primarily driven by tourism, healthcare, and technology. The city has seen significant growth due to its appealing lifestyle and outdoor activities.

Major industries
Tourism, Healthcare, Technology
Population
81.2K (metro: 812.4K)
Median household income
$68,000
Unique needs
Bend's unique needs include sustainable tourism management and affordable housing solutions.
Market Insights
Economic Growth
According to BEA (2023), Bend's economy has expanded by 4% annually, driven by tourism and tech sectors.
Wealth Demographics
According to Census (2023), the median income in Bend is $68,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Bend are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Bend's cost of living has risen by 3% due to housing demand and inflation.
Real Estate Market
According to Zillow (2024), Bend's real estate market is competitive, with home prices increasing by 10% year-over-year.
Business Environment
According to Fortune (2024), Bend's business climate is favorable, attracting startups and established companies alike.

Top 5 Financial Advisors in Bend

Cascade Financial Strategies, LLC.
★ ★ ★ ★ ★ 5
Strategic Wealth Management, LLC
★ ★ ★ ★ ★ 5
Bend Wealth Advisors
★ ★ ★ ★ ★ 5
Axiom Wealth Strategies
★ ★ ★ ★ ★ 5
AGP Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bend, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bend-Specific Expertise
For Bend residents working in Tourism, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bend's tech growth poses concentration risks; rapid real estate appreciation may lead to a bubble. Prepare for wildfires and economic shifts by diversifying investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Oregon locations

Portland Salem Eugene Gresham Hillsboro Beaverton Bend Medford