About My Legacy Advisors, LLC
Eagle Wealth Management, operating as MY LEGACY ADVISORS, LLC, is a registered investment advisor (RIA) based in Bend, Oregon. Serving clients since 1997, the firm is dedicated to providing comprehensive financial planning and wealth management services. As fiduciaries, Eagle Wealth Management prioritizes clients' best interests, offering independent advice without proprietary products or hidden agendas. Their salaried advisors ensure recommendations are unbiased and focused on client-specific needs. The firm serves clients across Oregon, California, and the entire United States, offering a personalized approach to wealth management. Eagle Wealth Management is committed to transparency and providing clear, fair pricing for their fee-based services. They emphasize building long-term relationships by guiding clients through major financial decisions, including retirement planning, with a focus on tailored strategies designed to achieve financial goals and provide peace of mind. The firm's core values of integrity, ethics, and professionalism drive their client-focused approach, making them a trusted partner in navigating complex financial landscapes.
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