Broker Check

 
698 NW York Drive
Bend, Oregon 97703
541-323-6751 

Our Services

We develop and manage customized investment portfolios for our clients on a fee-only basis. As independent Registered Investment Advisors, we put the needs of our clients first and do not sell proprietary products.

Education Plans

  • 529 Plans
  • UTMAs

Cash Management

  • Checking
  • Debit Card
  • ACH

Investment Vehicles

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Money Market Funds
  • CDs
  • Wrap Accounts
  • Managed Accounts
  • Fixed Annuities
  • Variable Annuities