A Registered Investment Advisor

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

Based in beautiful Bend, Oregon. Serving Oregon, Washington, Idaho, California and Arizona. (Learn about working together remotely.)


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.

SRI Presentation


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Cascade Financial Strategies is proud to sponsor and support the Oregon Drive Less Challenge.

Check out our Blog for the latest articles.


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Tools to Evaluate Your Investments

Earlier this month, our firm had the privilege of participating in the Go Clean energy conference here in Bend. We were happy to be able to sponsor the event and enjoyed all of the great information provided by the speakers. The topics ranged from the role of... read more

Putting Your Money Where Your Values Are

Socially Responsible Investing Pays Off PUTTING YOUR MONEY WHERE YOUR VALUES ARE PAYS FOR INVESTORS Local investment firm, Cascade Financial Strategies, launches new blog, “SRI Bend”, to address objections and misconceptions about Socially Responsible Investing.... read more

Jack is Presenting at the Go Clean Energy Conference!

There’s still time to sign up for 350Deschutes’ Go Clean Energy Conference held this Thursday Oct. 3rd at Trinity Episcopal next to the library in downtown Bend. The packed schedule begins at 8:45am and finishes up with a social in the evening. I will be presenting at... read more

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

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