Mackeson Advisory

Mackeson Advisory is a wealth management firm in Bend that offers investment management and financial planning to accredited investors, qualified purchasers and their families. Its services cover financial planning, investment management, tax management, retirement preparation, planning for entrepreneurs and professionals, and business owner solutions. The firm was founded by Tyler Mackeson, who left Edward Jones to start it, and the team includes advisors with CFP and FINRA licenses.

New clients go through a four-meeting onboarding process so the advisors can understand their values and goals before making recommendations. The firm is fee-only and independent, so it does not offer its own proprietary products. Meetings can be booked through a call request on the website, and clients can access their accounts through a client portal. The office is at 777 SW Mill View Way in Bend.