At Eagle Wealth Management, you’ll have a team who’s genuinely on your side and excited to help you reach your goals. Unlike big banks, insurance companies, or investment firms that push their own products to meet sales targets, we believe financial advice should always be about you — not quotas or commissions. With us, it’s different.
Fiduciaries — We put YOU first and always act in your best interest.
Independent Firm — No in-house products or hidden agendas. We recommend solutions tailored to your personal needs.
Salaried Advisors — Our advisors work on salary, not commission. Their recommendations are focused on what's best for you, not their paycheck.
Transparent Prices — As a fee-based firm, transparency with our clients is important to us. Clear, simple and fair. No surprises.
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.
Our team has grown naturally, often bringing people on board not because we needed to at the time, but because we came across talent we just couldn’t pass up. This has led to a group of creative, resourceful individuals who hold integrity, ethics, and professionalism to the highest standards. Serving clients since 1997, we’re proud to provide financial planning, wealth management, and tax services in Oregon, California, and across the United States.
