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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Mid-Year Outlook

We’re more than half way through the year which means that all of the investment firms are presenting their Mid-Year Outlooks on the market and the economy. The message has not changed much because the fundamentals have stayed the same, from a relative standpoint.... read more

Risks of Not Applying ESG screening

There have been many examples throughout investment history when massive changes have propelled a business or sector. This usually happens at the expense of another business due to advances in technology that were often ignored. In this article (The Canary in the Coal... read more

Sustainably Responsible Investing Event in Portland

I had the opportunity last week to be at the SIS Sustainable Investing Solutions conference in Portland. It was an event similar to one I attended back in 2014 that vaulted me into researching and ultimately integrating Socially Responsible Investments (SRI), or... read more

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

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