Eagle Wealth Management

Eagle Wealth Management 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!

Have you heard the news?!Our firm is excited to announce that we’ve joined Mercer Advisors , a leading wealth management...
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.

Read more on our blog: https://www.myeaglewealth.com/blog-01/eagle-wealth-mercer-advisors-stronger-together-you

Stay updated with the latest news, insights, and updates by following Mercer Advisors today! Thank you for your continued support and loyalty.

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
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.

📊 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 ...
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.

Looking to gain more insights on the stock market from Bessembinder’s study? Check out our blog at https://www.myeaglewealth.com/blog-01.

If you’re someone who struggles with the newest technology or are looking for ways to support an aging parent, grandpare...
07/21/2025

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.

Wondering what the "One Big Beautiful Bill" could mean for you and your financial plans? We’ve compiled a summary of the...
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

Happy National Savings Day! Small steps lead to big milestones. Whether you're just getting started or fine-tuning your ...
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].

The countdown has already begun for America’s 250th anniversary of the signing of the Declaration of Independence. Looki...
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?

Read our blog—https://www.myeaglewealth.com/blog-01

🎆 Happy Independence Day! 🎇 Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our...
07/04/2025

🎆 Happy Independence Day! 🎇

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! 🎂🎈

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 ho...
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.

https://www.myeaglewealth.com/blog-01

Address

35 NW Hawthorne Avenue
Bend, OR
97703

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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