Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Ascent has been a trusted financial guide since 2001. Our CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. As fiduciaries, we are duty-bound to act solely in your interest. We are proud to be a boutique independent firm with the freedom to pick and choose from the full range of investment products on the market.

Capital Nomics offers comprehensive and flawless business valuations and appraisal services in areas like Medford, Redmond, Eugene, Bend etc. Its team of expert Business Valuation Consultants cater to clients hailing from diverse sectors successfully. Its services include: • Customized advisory and consultation for business acquisitions and mergers. • Comprehensive consultation for Business Valuation. • Exit planning services for various types of businesses. • Goodwill value assessment services for enterprises. • Family transactions, valuation of marital business and employee buyouts.

Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

MCS Family Wealth Advisors is a fee-only financial planner in Bend, Oregon and Eugene, Oregon, providing financial planning, retirement planning, and investment management services to high net worth clients. For over 30 years, our focus has been building hard-to-break investment strategies. As fee-only fiduciary financial advisors serving Bend and Eugene Oregon and beyond, our sole source of compensation is from our clients, and our sole duty of care is to our clients.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

At Strassman & Associates Wealth Management, we are all about “Life Enrichment”. It’s one of the reasons we are located in Oregon and have chosen to serve clients in the Pacific Northwest. We have always been actively involved with promoting the health and vitality of our community.

Sherpa Wealth Strategies, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.

21 years of serving Central Oregonians investment needs.

I work with affluent families and small business owners to develop and implement comprehensive financial and investment plans, create income streams for a comfortable retirement, structure investments for tax efficiency, provide for financing and liquidity management, and assist with estate planning. I focus on the liability side working with the clients to keep the investments on track while making home purchases or growing or expanding their business. The combination of Bank of America and Merrill Lynch gives us an industry-leading toolbox of financial services and research. We use these tools, but focus on the delivery of independent and thoughtful advice. We communicate frequently with clients and bring an "outside the box" perspective. We put our client's needs and interests first.