Helping people live fuller lives through holistic financial planning, education, and guidance. Adv Ever feel a little lost on your path to financial freedom?
Any financial planning firm can sell you a map and send you on your way. We're different. We walk beside you, guiding you along your journey. We want your focus to be about enjoying life, spending time with family and friends, feeling confident in your financial plan . . . and the contentment that comes with knowing you’ve found the strategic partner you’ve been looking for. HOW WE HELP
• Maximize
your money and get you there faster
• Give you more control over your financial journey
• Make financial decisions easier
• Free your time
• Give you peace of mind
HOW WE DO IT DIFFERENTLY
• Holistic financial planning
• Fiduciaries — always putting YOU first
• Education leading to confidence
• Continuous communication
• Trust & transparent fees
• Long-lasting relationships
Bottom line — our job is to work hard to help you find greater peace of mind, and the only measure of our success is your success. Call us to start a conversation. We'll help you figure out where you stand and what steps are needed to achieve your goals. You might even be surprised how far you've come! The Best of the Best of Bend is a community choice award sponsored by the Bend Bulletin newspaper. Winners are decided by the publication based on community voting numbers in each of their business categories. Eagle Wealth Management was voted the 2024 Best of the Best of Bend community choice award winner for Financial Planning Services. Please Note: Eagle Wealth Management is a tradename. All services provided by Eagle Wealth Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Eagle Wealth Management.
11/17/2025
We’re excited to continue our journey with ! As part of this transition, we want to remind all our followers to stay connected by following Mercer Advisors on social media.
By joining Mercer Advisors' community, you’ll receive the latest financial insights, updates, and market trends straight from industry professionals. Thank you for being part of our family and for your continued support during this exciting time.
Stay connected with and explore the wealth of knowledge and resources they offer!
09/22/2025
Have you heard the news?!
Our firm is excited to announce that we’ve joined Mercer Advisors , a leading wealth management firm committed to being a family office for your family.
Stay updated with the latest news, insights, and updates by following Mercer Advisors today! Thank you for your continued support and loyalty.
09/01/2025
Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whether you're relaxing at home or enjoying a well-deserved day off, we hope you're able to recharge and enjoy this special day.
08/05/2025
📊 Did you know less than 4% of all U.S. stocks have been responsible for nearly ALL of the market’s gains over the past century? And picking one of the long-term winners at random is a bit like rolling a 25-sided die, hoping to land on a single number.
If you’re someone who struggles with the newest technology or are looking for ways to support an aging parent, grandparent, or relative, we have five tech tips in our newest blog to help you navigate our digital world with confidence and ease—https://www.myeaglewealth.com/blog-01.
07/14/2025
Wondering what the "One Big Beautiful Bill" could mean for you and your financial plans?
We’ve compiled a summary of the major changes from the newly signed tax bill in our recent blog. Check it out! https://www.myeaglewealth.com/blog-01
07/12/2025
Happy National Savings Day!
Small steps lead to big milestones. Whether you're just getting started or fine-tuning your savings strategy, today’s a great reminder to check in on your goals. If you want help staying on track (or getting back on track), we’re just a message away—[email protected].
07/08/2025
The countdown has already begun for America’s 250th anniversary of the signing of the Declaration of Independence. Looking for ideas on how to celebrate?
Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽
As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭
Happy Birthday, America! 🎂🎈
07/01/2025
What simple things can we do to be more thankful and get more out of life? Find 7 helpful hints in our blog and learn how practicing gratitude can really pay off.
As turmoil hits the Middle East, our hearts go out to the families affected. These events can cause uncertainty in our personal lives as well as our finances. That’s why we make thoughtful decisions to build portfolios aligned with your goals to withstand moments like this.
☀️ Ready to make this your most memorable summer yet?
Whether you’re looking for a dose of nostalgia or just want to soak up the season, here’s a challenge: How many of these classic summer activities can you cross off your list?
Try catching fireflies at dusk, taking a nap in a hammock, making lemonade from scratch, or jumping into the nearest lake. Host a backyard movie night under the stars, build a sandcastle, or pick wildflowers on your next walk. And don’t forget the little joys—blowing bubbles, eating a soft-serve cone, or simply watching the sunset from your porch.
This season is all about slowing down, reconnecting with joy, and making space for what matters—whether that’s adventure, rest, or a little bit of both. 🌻
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Ever feel a little lost on your path to financial freedom? Any financial planning firm can sell you a map and send you on your way. Were different. We walk beside you, guiding you along your journey. We want your focus to be about enjoying life, spending time with family and friends, feeling confident in your financial plan . . . and the contentment that comes with knowing you’ve found the strategic partner you’ve been looking for.
How we help
Maximize your money and get you there faster
Give you more control over your financial journey
Make financial decisions easier
Free your time
Give you peace of mind
How we do it differently
Holistic financial planning
Fiduciaries — always putting YOU first
Education leading to confidence
Continuous communication
Trust & transparent fees
Long-lasting relationships
Bottom line — our job is to work hard to help you find greater peace of mind, and the only measure of our success is your success.
Call us to start a conversation. We'll help you figure out where you stand and what steps are needed to achieve your goals. You might even be surprised how far you've come!
Advisory Services offered through My Legacy Advisors, LLC dba Eagle Wealth Management, a registered investment advisor.
