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Financial Advisors in Bend, Oregon

Our hand-picked list of 8 financial advisors serving Bend, Oregon. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Bend

Financial professionals in Bend should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Oregon, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Bend

AXIOM WEALTH STRATEGIES, LLC

243 SW SCALEHOUSE LOOP, BEND, OR 97702

📞 (541) 389-••••

Boss Mortgage

304 Northeast 3rd Street, Bend, OR, 97701

Brooks Capital Strategies

360, Southwest Powerhouse Drive, Bend, OR, 97702

📞 +1-541-330-••••

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

404 SW COLUMBIA STREET, BEND, OR 97702

📞 (541) 330-••••

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

404 SW COLUMBIA ST., BEND, OR 97702

📞 (541) 330-••••

CASCADE FINANCIAL STRATEGIES

243 SCALEHOUSE LOOP, BEND, OR 97702

📞 (541) 678-••••

COPIA WEALTH MANAGEMENT

572 SW BLUFF DRIVE #100, BEND, OR 97702

📞 (541) 647-••••

First Capital Trust Deeds

1777, Southwest Chandler Avenue, Bend, OR, 97702

📞 +1-503-891-••••

Frequently Asked Questions

Where can I find financial advisors in Bend, Oregon?

Bend, Oregon has 8 financial advisors listed in our directory. AXIOM WEALTH STRATEGIES, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Oregon?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Oregon, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Bend?

Financial professionals in Bend should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Bend?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Bend-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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