A Registered Investment Advisor
(541) 678-5475

At Cascade Financial Strategies we provide fee-only Financial Planning and Investment Management. We offer tailored advice, matching client goals and needs, which can include Socially Responsible portfolios.

CFP® Certified Financial Planner
Who We Are - Cascade Financial Strategies

Who We Are

We offer FEE ONLY Financial Planning and Investment Management. Planning-based strategies and unbiased advice are aimed at addressing the financial obstacles encountered throughout a lifetime.

Resources - Cascade Financial Strategies


Useful resources including LPL login, financial calculators, website links, and FDIC Insurance information.

Process - Cascade Financial Strategies


Our process involves more than investment management. The strategies we provide begin and end with Financial Planning. We never “sell” products . . . instead, we provide strategies.

Socially Responsible Investing

SRI - Socially Responsible Investing
USSIF - The Forum for Sustainable and Responsible Investment

Socially Responsible Investing (SRI) is an investment strategy that analyzes investments on their social merits in addition to their return and economic merits. Our blog, SRIbend.com, is dedicated to publishing educational information on this investment strategy. CFS is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living. Jack’s introduction to SRI stemmed from conversations with his children. As they grew they began asking him questions about where some of the products they used as a family came from (chocolate, coffee, etc.).  Ryan’s passion for SRI grew out of his personal values. While he was part of PIMCO’s Foundations and Endowments team he saw the demand for SRI increase as more not-for-profits moved toward aligning their portfolio with their organization’s mission.

Check out our Blog for the latest articles.

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SRI Presentation

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Investing for Impact, Portland

I had the opportunity last week to make the beautiful drive over to Portland to take part in an annual Socially Responsible Investment event. This has always proved to be motivating and full of great information about the latest SRI trends and insight. Here are a few... read more

act Locally – Earth Month, Bend

As the parent of eight children, I have felt an extra responsibility to promote conservation efforts in our home – with some success. At the core of this effort is the simple idea: “Waste not!”. Here in Bend the Central Oregon Community College has partnered with our... read more

Opportunities in Socially Responsible Investing

Socially Responsible Investing (SRI) has come a very long way in recent years. If you have ever wondered about the possibility of aligning your personal values with your investments, now is the time to take a serious look at this fast growing segment of the market.... read more

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Financial Planning, Investment Strategies, Socially Responsible Investing

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