Fee-Only Financial Advisor in Bend, OR

Where Values Meet Vision

A fee-only financial advisor in Bend, OR providing financial planning and Socially Responsible Investing for individuals and families, guided by a CERTIFIED FINANCIAL PLANNER® (CFP®).

Fiduciary Integrity

We are legally and ethically bound to act solely in your best interest.

Locally Trusted Since 2013

A boutique Bend-based firm that knows and genuinely cares for our clients.

Values-Aligned Investing

Portfolios designed to reflect your ethics and support positive change.

The Best Financial Strategy Starts with Unbiased Advice and The Right Plan

Did You Know...

Many financial advisors operate within a system that prioritizes product sales or high commissions over your best interests.

At Cascade Financial Strategies, our commitment is to you. We are exclusively independent, fee-only, and fiduciary, meaning our advice is always objective, transparent, and in your best interest. We don’t sell products or earn commissions, instead, we provide clear, unbiased direction with a well-developed plan aligned to lifetime financial goals.

How We Help

Comprehensive Financial Solutions Built Around You

Each of our core financial planning services is designed to support your financial goals guided by a fiduciary, planning-first approach.

Socially Responsible Investing (ESG)

Grow your wealth with confidence, knowing your capital supports causes you care about.

Investment Management

Disciplined, transparent portfolio management guided by your goals.

Financial
Planning

Fiduciary guidance that helps you make confident financial decisions at every step.

Retirement Plans

Set up your retirement years for peace of mind, so you can focus on what you love to do and who you love spending time with.

Legacy Planning

Estate coordination and multi-generational planning that keeps your legacy aligned with your values.

Wealth Management

From taxes to estate planning, we integrate every element of your finances to build long-term clarity and confidence.

So you can focus on what you love to do and who you love to spend time with.

What Is a CERTIFIED FINANCIAL PLANNER®?

A CERTIFIED FINANCIAL PLANNER® (CFP®) represents the highest standard in financial planning, earned through extensive training, a comprehensive examination, and strict ethical requirements. But more importantly for you, working with a CFP® means having a guide who can turn complex financial decisions into a clear, thoughtful plan that reflects your values, priorities, and long-term goals.

Our Process

Powered by Planning, Backed by Data and Expertise

Using advanced financial planning software, we model multiple potential outcomes to help you make confident, informed decisions.

Discover

We listen to your goals, values, and concerns.

Plan

We build a comprehensive financial plan before recommending any investments.

Invest

Your portfolio is built and monitored, with ongoing adjustments to keep you on track.

Don’t Take Our Word For It

Hear from Our Clients

We’re proud to be locally trusted by Central Oregon families since 2010

Financial Planning Advisors for Bend & Central Oregon

As a Bend-based financial planning team, we proudly serve clients throughout Central Oregon, including:

Get Started Today with a Complimentary Assessment

You will receive a Financial Planning Checklist to start you on the right path.