We’re proud to serve individuals and families throughout Central Oregon with personalized, comprehensive wealth management built around your life, not just your investments. Whether you’re preparing for retirement, navigating a major life transition, planning your legacy, or simply looking for a trusted financial partner, you’ll find a team that takes the time to listen first, understand your goals, and help create a plan around what’s most important to you. We combine the personal relationships and community connection of a Central Oregon office with the resources of a national firm, helping bring clarity to life’s financial decisions so you can spend more time focused on the people, experiences, and future that matter most.
We offer comprehensive wealth management through a family office 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.
Meet the Bend Team
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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
- Decades of experience serving individuals and families throughout Central Oregon, helping clients navigate complex financial decisions with clarity, confidence, and a personal touch
- A dedication to taking the time to understand each client’s goals, values, and priorities before building a financial plan tailored to their needs
- A commitment to bringing together investments, financial planning, tax strategies, retirement income planning, estate planning, insurance, and legacy goals to address each client’s complete financial picture
Financial Solutions We Offer in Bend
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Bend clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Bend residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Bend families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Bend residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Bend residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Bend.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Bend community and specializes in areas relevant to local residents.
I love getting to know our clients — not just their finances, but their families, passions, and goals. Building those relationships is one of the most rewarding parts of my work and makes personalized financial planning possible.
Life is always changing, and we’re here through every chapter. Whether you’re preparing for retirement, celebrating a milestone, or navigating a challenge, you don’t have to go through it alone. Our team of advisors and specialists is here to help every step of the way.
I believe key financial decisions rarely happen in isolation. Retirement, taxes, investments, estate planning, and life goals are all connected. Our role is to help you understand how those pieces work together so you can make decisions with clarity and confidence.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Honored to Be a 2025 Winner
We’re honored to be voted the 2025 winner of The Bulletin’s Best of Bend awards for Best Financial Planning Services and Best Accounting Firm. We truly appreciate the relationships we’ve built and the opportunity to make a difference for families throughout Central Oregon.
Retirement Workshops at Central Oregon Community College
We’re big believers in the power of education. Since 2010, we’ve volunteered at Central Oregon Community College, teaching a Personal Retirement Analysis Workshop and helping hundreds of families plan for the future. It’s one of our favorite ways to give back to the community. We offer the workshop several times a year, so be sure to check the COCC website for upcoming sessions.
Celebrating with Our Central Oregon Community
We were excited to attend The Bulletin’s 2025 Community Choice Awards gala and celebrate alongside other local businesses and community leaders. It was a memorable evening, made even more special by winning in two categories! Thank you for your trust and for voting for us. We’re grateful for the opportunity to serve the people and families of Central Oregon.
High Desert Museum Sponsorship
We’ve been proud sponsors of The High Desert Museum since 2009, supporting its mission to inspire a deeper understanding of the region’s wildlife, history, and cultures. We’re grateful to play a part in helping one of Central Oregon’s most treasured community institutions continue its important work.
Client Appreciation Event
Thank you to everyone who joined us for our client appreciation dinner at The High Desert Museum. It was a fantastic evening of connection, conversation, great food and drinks, and an opportunity for our clients to meet more of the extended Mercer Advisors team.
Bend Food & Wine Festival
We were proud to sponsor the inaugural Luscious Bend Food + Wine Experience, which brought people together to celebrate Central Oregon’s chefs, farmers, winemakers, and culinary creativity. More than a food and wine event, it was an opportunity to connect, share stories, and celebrate the people who make our region special.
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.
Eagle Wealth is a tradename. All services provided by Eagle Wealth investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.
Ready to learn more from the Bend team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2026 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2026 Wealthies: M&A Leader and Rising Star of the Year
