Fee-Only Financial Advisor

Redmond Financial Planner

At Cascade Financial Strategies, we help individuals and families throughout Redmond build financial plans grounded in their values. As a fee-only, fiduciary firm based just down Highway 97 in Bend, we’re proud to serve the Redmond community with clear, unbiased guidance from a CERTIFIED FINANCIAL PLANNER® (CFP®). No products, no commissions, just objective advice designed around your goals, your priorities, and the life you want to build in Central Oregon.

Financial Services in Redmond, Oregon

Redmond families deserve financial guidance that puts their interests first, and that’s exactly what we deliver. From young professionals near the Redmond Airport corridor to retirees settling in along the Dry Canyon, we work with clients across Deschutes County to create thoughtful, planning-first strategies. Whether you’re driving in from Southwest Redmond or joining us from Terrebonne just up the road, our team offers the same disciplined, transparent approach that has made us a trusted partner throughout Central Oregon. We build a comprehensive plan before recommending a single investment, so every decision reflects your long-term vision. Because we’re independent and fee-only, our only obligation is to you.

How We Help

Comprehensive Financial Solutions Built Around You

We guide Redmond families through every core service with a planning-first, fiduciary mindset shaped entirely around your financial goals.

Socially Responsible Investing

Grow your wealth with confidence, knowing your capital supports the causes you care about most. Our Socially Responsible Investing approach helps Redmond investors build portfolios that reflect their ethics without sacrificing long-term growth.

Investment Management

Our disciplined, transparent investment management is guided entirely by your goals, never by commissions or product sales. Redmond clients gain a clear, data-driven strategy that’s monitored and adjusted to keep them on track.

Financial
Planning

Fiduciary financial planning helps Redmond families make confident decisions at every stage of life. We build a comprehensive plan first, so every recommendation is rooted in your priorities and values.

Retirement Plans

Thoughtful retirement planning gives Redmond residents the peace of mind to look ahead with clarity. We help you prepare for the years you’ve worked hard for, so you can focus on what you love and who you love spending time with.

Legacy Planning

Our estate coordination and multi-generational legacy planning keep your family’s legacy aligned with your values. Redmond families rely on us to pass down not just wealth, but the principles behind it.

Wealth Management

From taxes to estate planning, our wealth management integrates every element of your finances into one cohesive strategy. Redmond clients gain long-term clarity and confidence from a team that sees the full picture.

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 boutique, Bend-based firm that has proudly served Central Oregon families since 2013. Though our office sits in Bend, Redmond has always been part of our community, and clients regularly make the short trip down Highway 97 to plan their financial futures with us. As an independent, fee-only fiduciary led by a CERTIFIED FINANCIAL PLANNER® (CFP®), we’re legally and ethically bound to act solely in your best interest. We don’t sell products or earn commissions. Instead, we offer honest, values-aligned guidance that turns complex financial decisions into a clear, confident plan for you and the people you love.

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.