A Registered Investment Advisor
(541) 678-5475

Fee-Only Financial Planning and Investment Management tailored to match client goals and needs, which can include Socially Responsible portfolios.

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

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 - Investment Management


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

Investment Management 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.

Check out our Blog for the latest articles.

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SRI Presentation

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Bend Venture Conference adds Social Impact Category

New to the Bend Venture Conference (BVC) this year was the addition of Social Impact Category carrying an investment of $250,000! These applicants were described as “for-profit Oregonian companies whose business models are integrated with a mission to have a... read more

DOL Fiduciary Rules and Corporate Ethics (part 2)

This commentary is a continuation of our last post, Wells Fargo “Ethics” and new DOL rules, which focused on the ethics breaches at Wells Fargo. The damage done by these breaches are unsurprisingly deep and wide spread because of the relationship of trust... read more

Wells Fargo “Ethics” and new DOL rules

Many of you know that prior to going “independent” I worked at Wells Fargo Advisors. I must admit, I’ve breathed many sighs of relief over the last few weeks that I’m not in the position of trying to explain the big bank’s highly publicized fraud issues. I’m not going... read more

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Financial Planning, Impact Investing, Investment Strategies, Socially Responsible Investing, Wealth Management, Retirement Planning

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