Cascade Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,276,230
Clients
307
Advisors
3
of 5 employees
About
Cascade Financial Strategies serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and pension consulting. The three-advisor firm manages roughly $151 million for about 307 client relationships and provides discretionary investment management using mutual funds, ETFs, individual stocks and bonds, and, for accredited clients, access to private placements and certain estate-planning strategies.
The firm tailors portfolios to client objectives and risk tolerances, conducts at least quarterly account reviews, and applies fundamental analysis and ESG screening when requested to inform security selection. Custody and trade execution are provided through Charles Schwab, the firm no longer sells commissionable securities (advisors do not maintain securities licenses), and Cascade may negotiate fees or provide planning fee offsets when clients engage multiple services.
Noteworthy distinctions include an explicit ERISA-aware pension consulting practice that can include participant education workshops and fiduciary acknowledgments for plan work, and the use of a modest allocation (approximately 4% of firm assets) to illiquid alternatives such as non-traded REITs and private placements for qualified clients. The firm also uses client testimonials in its advertising—an uncommon practice among similarly supported firms—and discloses receipt of custodial support services from Schwab while generally declining proxy-voting authority.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees typically ranging from $500 to $2,500
Less than $500,000 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $9,000,000: 0.75% Over $9,000,000+: 0.50%
$250 to $350 per hour for Financial Planning Services
Fee-only: Financial Planning fees charged hourly ($250 to $350 per hour) or fixed fee ($500 to $2,500)
Main office
243 Scalehouse Loop, 1 A
Bend OR 97702
Advisors at this office
3
Most active in
Arizona · California · Oregon
Also doing business as
Bend Capital Strategies · Cascade Financial Strategies · Cascade Financial Strategies, LLC · Schniepp, John Anderson
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marc E
Series 65
Bend, OR
Cascade Financial Strategies
Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, with six years of industry experience. He holds a Series 65 designation and has previously worked at Eras Wealth Partners LLC, Empower, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across 307 client relationships, offering discretionary investment management with a focus on tailored portfolios, fundamental analysis, and ESG screening when requested.
Katie M
Series 63, Series 65
Bend, OR
Cascade Financial Strategies
Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.
John S
CFP®, ChFC®, Series 66
Bend, OR
Cascade Financial Strategies
John Schniepp is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Cascade Financial Strategies in Bend, OR since 2013. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with optional ESG screening, strategic and tactical asset allocation, and provides ongoing account monitoring and education for retirement plans.
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