At Miller Ferrari, we believe in creating a financial portfolio for you, your family, or your business that reflects your unique goals, values, lifestyle, and financial situation. But we don’t take ourselves too seriously. After all, we’re investment managers headquartered in Bend, Oregon. Lifestyle, adventure, and fun is part of the fabric of our community. We care deeply about your risk and financial future, and we take our work, your trust, and our relationship seriously. We like to think of ourselves as your friend first and your financial planner second. Because, knowing you, your dreams, you hopes, and goals is our first job. How you get there is the product of that knowledge.
Our core group of dedicated financial advisors share the goal of giving you the expertise, sound judgment, personalized and unique service you need to confidently pursue your financial goals.
We pride ourselves on our partnership with Commonwealth Financial Network®, who provide us with unparalleled wealth management resources and tools that we take, mold, and translate into indispensable financial planning services for our clients.
In 2011, Mark Miller and CJ Ferrari founded Miller Ferrari Wealth Management. Our two energetic and fun co-founders created the firm with the vision of building a client-focused and values-driven financial planning business that put the client’s goals, dreams, and lifestyle first. Mark and CJ work as a true partnership and team to best serve their clients and firm.
Serendipitously, Mark and CJ found the greatest value proposition that Bend has to offer: the ability for work/life balance. Get to know our independent financial planning team: