Financial Advisor Bend Oregon

Your Financial Guides

Meet your financial guides in Bend, Oregon.

Our dedicated and experienced team is based in Bend, Oregon—a place of rugged natural beauty and snow-capped mountains. As avid hikers and outdoor lovers, we know that reaching the summit takes planning, perseverance, know-how, teamwork and trust.

We relish our relationships with our clients. We also value our role as fiduciaries, with a commitment to offer honest, trustworthy financial advice.

Schedule an appointment to meet our trusted team. We look forward to seeing you!

Relationships that matter.

At Ascent, we bring together over a century of combined financial, investment and accounting experience. As an independent investment advisory firm since 2001, Ascent approaches every situation based on your needs first. Life is unpredictable but we’ll make sure to watch your plan so you can sit back and ride out the twists and turns with ease.

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