Fee-Only Financial Advisor

Deschutes County Financial Planner

Plan your financial future with guidance built around life in Deschutes County, OR. From Bend and Redmond to Sisters, Sunriver, Tumalo, and La Pine, Cascade Financial Strategies provides fee-only, fiduciary financial advising for individuals and families who want clear direction, thoughtful planning, and long-term confidence.

Financial Services in Deschutes County, Oregon

Financial decisions look different in a county shaped by small business growth, outdoor living, changing real estate needs, and daily movement along Highway 97, Reed Market Road, Century Drive, and the roads leading toward Mount Bachelor. At Cascade Financial Strategies, we help Deschutes County residents bring every part of their financial life into one cohesive plan through comprehensive financial planning services designed around your goals, values, and future.

How We Help

Comprehensive Financial Solutions Built Around You

Our financial planning services help Deschutes County clients make informed decisions through fiduciary guidance and a planning-first process.

Socially Responsible Investing

For values-driven investors in Deschutes County, our socially responsible investing strategies help align your portfolio with what matters to you, from sustainability to ethical governance, while staying focused on long-term performance.

Investment Management

Whether you live near the Old Mill District, Awbrey Butte, Northwest Crossing, or commute between Bend and Redmond, our investment management approach helps keep your portfolio disciplined, transparent, and connected to your broader financial plan.

Financial
Planning

Our financial planning guidance helps you make informed decisions with confidence, whether you are buying property in Bend, growing a business in Redmond, or preparing for the next chapter near Sisters or Sunriver.

Retirement Plans

From quiet mornings along the Deschutes River Trail to more time on the slopes at Mount Bachelor, your retirement should support the life you want. Our retirement planning helps create a strategy for income, tax efficiency, and long-term peace of mind.

Legacy Planning

For families across Deschutes County, legacy planning helps protect your wealth, clarify your wishes, and pass on more than assets. We help you create a plan that reflects your values and supports the people and causes you care about.

Wealth Management

Our wealth management services bring investments, tax planning, estate coordination, and long-term financial decisions into one integrated strategy, built for professionals, business owners, and families throughout Central Oregon.

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

Cascade Financial Strategies, LLC

About Us

Cascade Financial Strategies is a Bend-based, fee-only fiduciary firm serving clients throughout Deschutes County and Central Oregon. Located near the heart of Bend, we understand the lifestyle, opportunities, and planning needs that come with living here, from fast-growing neighborhoods and local businesses to retirement living near Sunriver, Sisters, and the High Desert. Our work starts with your goals, values, and priorities, then builds a clear financial strategy designed to simplify complexity and support confident decisions over time.

Don’t Take Our Word For It

Hear from Our Clients

We’re proud to be locally trusted by Central Oregon families since 2013

    
 
 
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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.