Bend, Oregon Wealth Management Experts
We’re not your average wealth management firm. When it comes to financial planning, we know the options, opinions, and marketplace can be overwhelming. We are experienced financial advisors at an independent wealth management firm in beautiful Bend, Oregon.
We'll keep this short and sweet. We take a team approach, serve only our clients and are not beholden to anyone or a certain way of doing things. We prefer to work on a fee-based arrangement, but that doesn't always make the most sense. Transparency is the key. The right thing to do is always driven by our client's goals, desires and values.
Miller Ferrari Wealth Management provides expertise in the following categories: