About My Legacy Advisors, LLC
<p>Independent, salaried advisors are a key part of how this Bend, Oregon RIA works with clients across Central Oregon and beyond. My Legacy Advisors, LLC (operating as Eagle Wealth Management) is based in the Bend area and supports individuals and families throughout Oregon, California, and across the United States.</p> <p>Founded in 2017, the firm notes it has served clients since 1997. As a fiduciary advisor, it provides advice that is not tied to proprietary investment products and focuses on client-specific recommendations.</p> <p>Clients work with the team on retirement planning, major financial decisions, and ongoing wealth management, with a stated focus on clear, fair pricing for fee-based services and straightforward communication around costs.</p> <p>My Legacy Advisors also offers 3(21) services, supporting retirement plan fiduciaries with investment guidance while leaving final investment decisions with the plan sponsor. What sets the firm apart is its salaried-advisor model paired with an independent, fiduciary approach.</p> <ul> <li>Registered investment advisor (RIA) headquartered in Bend, OR</li> <li>Fiduciary, independent advice with no proprietary products</li> <li>Wealth management and financial planning, including retirement planning</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Works with clients across Oregon, California, and nationwide</li> </ul>
Website: https://www.myeaglewealth.com/
Founded: 2017
Office Locations
- Bend, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
Team Members
- Chad Staskal, CFP®, ChFC®, CLU®
- Suzanne Daniel, CFP®, MBA
- Matt Hobson, Financial Advisor
- Cami Staskal, Partner
- Hans Doorn, CPA
- Virginia Cramp, Client Service Associate