Fee-Only Financial Advisor in Bend, OR

Where Values Meet Vision

A fee-only financial advisor in Bend, OR providing financial planning and Socially Responsible Investing for individuals and families, guided by a CERTIFIED FINANCIAL PLANNER® (CFP®).

Fiduciary Integrity

We are legally and ethically bound to act solely in your best interest.

Locally Trusted Since 2013

A boutique Bend-based firm that knows and genuinely cares for our clients.

Values-Aligned Investing

Portfolios designed to reflect your ethics and support positive change.

The Best Financial Strategy Starts with Unbiased Advice and The Right Plan

Did You Know...

Many financial advisors operate within a system that prioritizes product sales or high commissions over your best interests.

At Cascade Financial Strategies, our commitment is to you. We are exclusively independent, fee-only, and fiduciary, meaning our advice is always objective, transparent, and in your best interest. We don’t sell products or earn commissions, instead, we provide clear, unbiased direction with a well-developed plan aligned to lifetime financial goals.

How We Help

Comprehensive Financial Solutions Built Around You

Each of our core financial planning services is designed to support your financial goals guided by a fiduciary, planning-first approach.

Socially Responsible Investing (ESG)

Grow your wealth with confidence, knowing your capital supports causes you care about.

Investment Management

Disciplined, transparent portfolio management guided by your goals.

Financial
Planning

Fiduciary guidance that helps you make confident financial decisions at every step.

Retirement Plans

Set up your retirement years for peace of mind, so you can focus on what you love to do and who you love spending time with.

Legacy Planning

Estate coordination and multi-generational planning that keeps your legacy aligned with your values.

Wealth Management

From taxes to estate planning, we integrate every element of your finances to build long-term clarity and confidence.

So you can focus on what you love to do and who you love to spend time with.

What Is a CERTIFIED FINANCIAL PLANNER®?

A CERTIFIED FINANCIAL PLANNER® (CFP®) represents the highest standard in financial planning, earned through extensive training, a comprehensive examination, and strict ethical requirements. But more importantly for you, working with a CFP® means having a guide who can turn complex financial decisions into a clear, thoughtful plan that reflects your values, priorities, and long-term goals.

Our Process

Powered by Planning, Backed by Data and Expertise

Using advanced financial planning software, we model multiple potential outcomes to help you make confident, informed decisions.

Discover

We listen to your goals, values, and concerns.

Plan

We build a comprehensive financial plan before recommending any investments.

Invest

Your portfolio is built and monitored, with ongoing adjustments to keep you on track.

Don’t Take Our Word For It

Hear from Our Clients

We’re proud to be locally trusted by Central Oregon families since 2010

    
 
 
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   Lesley Carrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. We’ve been with Cascade Financial Strategies almost 7 years. After a bad experience with a previous Financial Advisor in Vancouver, WA, it was a relief to find a fiduciary advisor. I especially appreciate their focus on Socially, responsible investing. We told them what types of companies and industries we did not want to invest in, and our portfolio has performed well. Jack and his team are friendly, knowledgeable, and responsive.
  
 
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   Chris Nielsen 
 
 
 
 Trustindex verifies that the original source of the review is Google. I am so pleased with the results we have seen since bringing our retirement savings to Cascade Financial. Jack’s expertise with our retirement funds has been incredible and I couldn’t be happier with the way our retirement has grown. Even in these uncertain times, the accounts continue to grow. They have been extremely responsive to our questions and concerns.
  
 
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   Tom Lebsack 
 
 
 
 Trustindex verifies that the original source of the review is Google. I've had the pleasure of working with Cascade Financial Strategies here in Bend Oregon and am extremely impressed with their team. Both Jack and Marc are so attentive. From our first time meeting, I could tell they really listened when I walked through my goals and talked through all the concerns and considerations I brought to the table. They're so easy to work with and would happily recommend them again and again.
  
 
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   Richard Cedros 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jack and Marc are both friendly, professional at knowledgeable.
  
 
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   William Cannon 
 
 
 
 Trustindex verifies that the original source of the review is Google. Been working with Jack for a number of years. He provides solid advice and is understanding of individuals financial goals. It is always a pleasure to work with him and his team.
  
 
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   George Andreev 
 
 
 
 Trustindex verifies that the original source of the review is Google. Cascade has done a superlative job of handling our investment accounts.  Being well into our retirement their defensive strategy to check market fluctuations has been a cornerstone of our program.  We are indebted to CFS, LLC's commitment to our well-being.  George and Liz
  
 
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   Diana Macdougall 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jack keeps an open line of communications and always available to answer my questions.
  
 
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   Brad Wallace 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jack has been beyond excellent in helping with all my financials. He has gone above what a CFP would be expected to do after I lost my wife. Thank you!
  
 
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   Robin Slocum 
 
 
 
 Trustindex verifies that the original source of the review is Google. After cycling through a couple of financial advisors who weren’t meeting our hopes and expectations, we found Jack Schniepp, who is wonderful.  He has done a great job for us in every way - managing our portfolio according to our ages and needs and comfort with risk, providing us with software to see for ourselves how we’re doing with our goals, and able to communicate complex economic and market strategies in a manner that is clear and straightforward so that we can understand what he’s doing and what our options are.  We highly recommend him without hesitation.
  
 
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   Catherine Cranston 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jack has been very helpful in taking care of my personal investment accounts.  He has expertly advised me on my children’s educational funds. He has also managed my business account even to the point of exceeding our expectations.  He and Julie return calls quickly and and work efficiently.

Financial Planning Advisors for Bend & Central Oregon

As a Bend-based financial planning team, we proudly serve clients throughout Central Oregon, including:

Get Started Today with a Complimentary Assessment

You will receive a Financial Planning Checklist to start you on the right path.