Meet
Brody Faltermeyer
Client Relationship Consultant
Brody Faltermeyer
Client Relationship Consultant
541-306-4325
Bend Wealth Advisors
523 NW Colorado Ave
Bend, OR 97703
Bio
For years, I've dedicated myself to helping people become better versions of themselves and make smart financial decisions. This commitment extends beyond my professional life. I've spent countless hours mentoring community members, both financially and professionally, and working alongside them in local clean-up projects. My goal is simple: to help people in my community move forward towards their aspirations.
Outside the office, I’m happiest in nature. Whether I'm herding cattle at a nearby ranch, exploring a new lake by kayak, or capturing footage with my drone camera, the outdoors brings out the best in me. These activities not only help me unwind but also create lasting memories with the people I care about. Whether it's in finance, community service, or personal growth, I'm committed to moving forward and helping others do the same.
Company
After 12 years in the financial services industry, I've learned that successful financial planning is not one-size-fits-all but must be tailored to each individual's objectives and circumstances. At Bend Wealth Advisors, we build meaningful relationships with our clients based on trust—trust in their understanding of their financial situation, clarity of their objectives, and the confidence to stay the course when emotions are elevated. We help clients overcome roadblocks, navigate life's major transitions, and make informed financial decisions by clearly explaining complex concepts.
Remarkable Difference
I understand the difference between hearing and listening. In a conversation with a client, my only goal is to make sure they feel understood and cared for. By spending time to truly get to know clients through active listening and asking questions that help uncover their objectives, I can understand their motives and life circumstances. This deep understanding allows me to help them put purpose behind their goals and solve problems they may not yet be thinking about. I find a way to relate to their situation, so that every client feels heard and valued.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bend Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.