About Asi Wealth Management & Consulting Services
<p>Rooted in Central Oregon since 1998, ASI Wealth Management & Consulting Services works with retirement plans and private clients across the Pacific Northwest. The firm operates as OneDigital Investment Advisors LLC D/B/A ASI Wealth Management and is an independent SEC-registered investment advisor with $1.7B in assets under management (2026).</p> <p>Headquartered in Bend and serving the wider Central Oregon region, ASI also has offices in Medford and Portland, plus a presence in Seattle. The team advises high-net-worth individuals and affluent families, along with organizations such as retirement plans, endowments, foundations, trusts, corporations, and non-profits.</p> <p>On the plan side, ASI acts as both a 3(21) co-fiduciary and a 3(38) investment manager, working with plan sponsors on investment selection and ongoing oversight. A range of professional designations—CFP®, CIMA®, AIF®, AWMA®, CEPA®, CPFA®, and others—supports day-to-day planning and fiduciary work.</p> <p>What sets ASI apart is the mix of retirement plan fiduciary services and private client support under one advisory team, which helps organizations and executives coordinate plan decisions with personal planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services with 3(21) and 3(38) fiduciary support</li> <li>Wealth management and financial planning</li> <li>Executive planning and private client services</li> <li>Personal insurance and Medicare Advantage guidance</li> <li>Financial education for individuals and organizations</li> </ul>
Website: http://www.asiwealthmanagement.com/
Founded: 1998
Office Locations
- Bend, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.7B