Welcome to Our Bend Office

Experienced Financial Advisors in Bend, OR

Bend Hero

Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Karrie Spencer
Karrie Spencer Signature
Karrie Spencer, CFP® Managing Director
Bend
Ready to get in touch? My team and I are here to help.
Duncan Wilk
Duncan Wilk, CFP® Regional Vice President
Bend

Bend

35 NW Hawthorne Ave
Bend, Oregon 97703

Phone: 541.330.0220

Stronger Together

Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.

We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.

Bend Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Meet Our Talented Advisors

Our team is deeply embedded in the Bend community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Bend