Top financial advisors in Bend, OR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you’re managing your finances in Bend, OR, you might face unique challenges like navigating relatively high state income taxes without the relief of sales tax. Choosing an advisor who understands these local tax nuances can help you avoid costly mistakes.
- State tax expertise. Confirm the advisor’s familiarity with Oregon’s income tax rules and how they impact your investment and withdrawal strategies.
- Income tax planning. Ask how they help clients minimize tax burdens through timing income and deductions, especially given Oregon’s tax structure.
- Local market knowledge. Advisors aware of Bend’s economic environment can better align your financial plan with regional opportunities and risks.
- Experience level. Inquire about their years of experience managing clients with similar tax situations to ensure practical, tested advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mariah H
Series 63, Series 66
Bend, OR
Eagle Strategies (NY Life)
Mariah Hurlburt offers expertise in retirement income strategies and plans for business owners, which suits clients in Bend, OR managing complex retirement needs amid local tax challenges. Affiliated with Eagle Strategies, a large firm known for client-directed solutions and third-party managers, she provides flexible fee options including hourly and subscription agreements, distinguishing her from advisors with more rigid fee structures.
Experience: 7 years
Avg account: $235,446
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Suzanne D
CFP®, Series 65, Series 66
Bend, OR
Mercer Global Advisors Inc.
Suzanne Daniel's 15 years of experience and CFP® certification equip her to navigate Bend, OR's unique tax environment, especially for high-net-worth clients. Working with Mercer Global Advisors, a large firm employing Modern Portfolio Theory and offering diversified portfolios, she provides flat-fee services and specializes in private investments and retirement plans for business owners, distinguishing her from other local advisors.
Experience: 15 years
Avg account: $2,214,259
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Gregory P
CFP®, Series 63, Series 66
Bend, OR
LPL Financial
Gregory Pollack's 30 years of experience and CFP® certification equip him to navigate Bend's unique tax environment, including Oregon's income tax nuances. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and a strong research team, he serves diverse clients including business owners and retirees, providing expertise in wealth management and tax-loss harvesting that distinguishes him from other local advisors.
Experience: 31 years
Avg account: $399,489
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Amber B
CFP®, Series 66
Bend, OR
Raymond James Financial
Amber Billeter's nine years of experience and CFP® certification equip her to address Bend's unique tax challenges, especially in retirement and business succession planning. Working with Raymond James Financial, a large firm offering flat-fee structures, she serves diverse clients including founders and retirees, providing personalized strategies through detailed risk profiling and non-discretionary investment consulting.
Experience: 10 years
Avg account: $700,796
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Dakota F
Series 66
Bend, OR
J.P. Morgan Securities
Dakota Fields offers expertise in wealth management and retirement income strategy, well-suited for navigating Bend, OR's tax environment. With six years of experience and a Series 66 designation, Dakota works within a large firm setting, providing clients with a 0.30% annual AUM fee and a focus on income planning for executives and business owners.
Experience: 6 years
Avg account: $318,381
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