Why Us?  Because you need someone on YOUR side.

We Choose People Over Profits

Why Eagle Wealth Management?  Because you need someone on your side.  Surprisingly, financial advisors are not required by law to act in your best interest.  Your typical advisor at a bank, insurance, or investment company has no obligation to put you first.  In fact, they are often incentivized to recommend in-house products to meet company goals.  It's obvious to us that your advisor should be worried about your goals, not the corporate sales target or their next paycheck.  It's different with us.

  Fiduciaries — We put YOU first.

  Independent Firm — We have no proprietary products, which gives us the freedom to offer you the best solutions for your needs.

  Salaried Advisors — Our advisors are paid salaries, not commissions, which means their income has nothing to do with the recommendations they make for your plan.

  Transparent Fees — As a fee-only firm, our flat percentage fees are transparent. You’ll always know what you’re paying and why.

Learn How We Help

Welcome To Our Family, based in Bend, Oregon

Our team has grown organically, often hiring not because we needed to, but because we encountered a person too talented to pass upon.  This led to a group of creative, resourceful people with uncompromising integrity, ethics and professionalism.  Serving clients since 1997, we’re proud to offer financial planning and wealth management service in Oregon, California, and throughout the United States.