Independent, Fee-Only,

Investment Management and

Financial Planning Firm Bend, OR.

We are a boutique firm offering Socially Responsible Investments (SRI)

Let a CFP help you navigate your best financial future.

COMPREHENSIVE PLANNING

Our comprehensive financial planning process is more than just investments. As our clients are unique, our strategies that direct their financial strategies are as well. Our comprehensive planning strategies include a well-developed plan aligned to lifetime financial goals.

COMPLIMENTARY ASSESSMENT

Get started today with a complimentary assessment of your financial plan. You will receive a "Financial Planning Bend, Oregon Checklist" to start you on the right path.

SCHEDULE NOW

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Year-End Tax Moves: Don’t Leave Money on the Table

December 19, 2024
Year-End Tax Moves: Don’t Leave Money on the Table

Recent Survey Suggests Major Uptick in ESG Investing

December 6, 2024
Recent Survey Suggests Major Uptick in ESG Investing

Upcoming Election Perspectives

October 29, 2024
Upcoming Election Perspectives

Nuclear Power as a Sustainable Energy Source?

October 9, 2024
Nuclear Power as a Sustainable Energy Source? 
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