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.


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

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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Lesson’s from MLK

At our house, Martin Luther King Jr. day kicks off Justice week in our homeschool. We nearly always watch a replay of his great speech at the Lincoln Memorial from 1963. I’m deeply moved and inspired by his words, passion and the incredible work he did.... read more

Market Correction? (Outlook for 2018)

It seems that whenever an extended period of growth passes in the stock market, everyone begins calling for a correction. What is a correction? It seems to imply that a rise in share prices always becomes incorrect at some point where fixing is needed. This type of... read more

Interview Replay – SRI Overview with Jack on KPOV

Last week I had the opportunity to give an interview with local Bend radio station KPOV and Dawn Newton on her Open Air show. It was my first experience with live radio and I had a lot of fun! A a link to the full interview (15 minutes) is below. Dawn was a great... read more

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

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