Cascade Financial Strategies Email Format
Financial ServicesOregon, United States2-10 Employees
Cascade Financial Strategies specializes in socially responsible investing, aligning clients' financial actions with priorities in environmental sustainability, social responsibility, and governance. The firm operates as a Registered Investment Advisor and LLC registered in Oregon, offering fee-based investment management and financial planning. By charging fees based on assets or planning scope and avoiding transaction charges, it aims to keep advice aligned with the client’s best interests. Based in Bend, Oregon, the company serves individuals seeking planning-based strategies to address financial challenges across their lifetimes. It maintains a blog on responsible investing and is the only Central Oregon firm that is a member of US/SIF, The Forum for Sustainable and Responsible Investment. In September 2025, Cascade Financial Strategies participated in the Go Clean Energy Conference as a sponsor.