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Customer Relationship Summary, ADV 2A, Privacy Policy
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Bend Bulletin: The Best of the Best of Bend 2025 Community Choice Awards: Nomination Period: April 16, 2025 – May 13, 2025. Community Voting Period: June 18, 2025 – July 14, 2025. Eagle Wealth Management and Eagle Wealth Accounting were acquired by Mercer Advisors on September 2, 2025, as such votes for Eagle Wealth Management and Eagle Wealth Accounting were bestowed to Mercer Advisors. Neither Mercer Advisors nor Eagle Wealth Management or Eagle Wealth Accounting paid a fee for inclusion in the rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.