Fee-Only Financial Advisor

La Pine Financial Planner

Families in La Pine deserve financial guidance that puts them first, without sales pressure or hidden commissions. As a fee-only, fiduciary firm thirty miles north up Highway 97 in Bend, we help households from the Little Deschutes River valley build clear, values-aligned plans. It is a short, scenic drive to sit down with a CERTIFIED FINANCIAL PLANNER® who truly listens.

Financial Services in La Pine, Oregon

Whether you are settled along the Little Deschutes River, out near La Pine State Park, or making the run to Bend, we proudly serve La Pine families with planning-first advice. Our disciplined investment management and planning keep the focus on you, never on products or commissions. As an independent, fee-only fiduciary, we build lifetime plans for Deschutes County households.

How We Help

Comprehensive Financial Solutions Built Around You

Each service we bring to La Pine families rests on a planning-first, fiduciary approach built to carry you steadily toward your long-term goals.

Socially Responsible Investing

Build wealth while backing the causes you believe in. Our approach to socially responsible investing helps La Pine families invest in line with their values.

Investment Management

Steady, transparent portfolios guided by your goals, not market noise. Our investment management keeps La Pine households focused on the long horizon, not the day-to-day.

Financial Planning

Clear, fiduciary guidance that helps you make confident decisions at every stage of life, designed around La Pine households and the road ahead.

Retirement Plans

Set up your retirement for peace of mind so you enjoy what matters most. We build lasting plans for families near La Pine.

Legacy Planning

Estate coordination and multi-generational planning that keeps your legacy aligned with your values, protecting what La Pine families have worked hard to build.

Wealth Management

From taxes to estate strategy, we tie every piece together. Our wealth management brings clarity to La Pine clients across Deschutes County.

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

Cascade Financial Strategies, LLC

About Us

We are a boutique, Bend-based firm that has proudly served Central Oregon families since 2013, including neighbors throughout La Pine and the Little Deschutes River valley. As an exclusively independent, fee-only fiduciary, we are bound to act in your best interest, with no products to sell and no commissions to chase. When you drive up Highway 97 to our Bend office, you work directly with a CERTIFIED FINANCIAL PLANNER® who handles everything from everyday planning to full wealth management, always centered on your goals and values.

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.