Name: Exemplar Wealth Advisors
Address: 550 NW Franklin Avenue, Suite 368, Bend, OR, 97703, US
Telephone: (541) 385-8831

General Description

Exemplar Wealth Advisors is boutique financial planning firm based in Bend, Oregon, with a passion for guiding people who’ve worked hard, built something meaningful, and are ready to make their next chapter truly count. We work with business owners to simplify business sale planning, create efficient tax planning strategies, and guide them through life after the sale. As Exit Planning Advisors, we bring the experience and personal attention needed to help you move forward with confidence to make it count. Founded by David Rosell over 25 years ago and now co-led by Emma James, our firm is intentionally designed to serve a select group of individuals and families who value depth, trust, and real guidance through life’s biggest financial miles

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	05:00 PM
Saturday	closed

Location & Map

Exemplar Wealth Advisors

550 NW Franklin Avenue, Suite 368
Bend, OR 97703

(541) 385-8831

Driving Directions

Exemplar Wealth Advisors

Financial Planner in Bend

550 NW Franklin Avenue, Suite 368 Bend OR, 97703

(541) 385-8831

General Description

Business Hours

Location & Map

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