Mackeson Advisory, a Bend-based independent wealth management firm dedicated to helping individuals and families align their investment strategies with their personal values, is proud to announce the celebration of its tenth anniversary as an independent advisory firm. To mark this milestone, the company has unveiled a refreshed office space at 777 SW Mill View Way and welcomed new team members who expand the firm’s capacity to serve Central Oregon’s growing community of investors.
Founder and Financial Advisor Tyler Mackeson launched the firm in 2015, driven by a belief that financial planning should be deeply personal — built on empathy, trust, and a thorough understanding of each client’s values and life goals. Over the past decade, Tyler and his team have assisted hundreds of individuals and families across Central Oregon in building financial plans with purpose and intention.
“People need clarity and confidence, not jargon or sales pitches. Our goal is to simplify the complex and help clients make choices that align with what matters most in their lives. We implement innovative solutions in investment and planning to drive long term value.” — Tyler Mackeson, Founder & Financial Advisor, Mackeson Advisory
A Refreshed Space for a New Chapter
Coinciding with the anniversary, Mackeson Advisory has completed a full remodel of its office at 777 SW Mill View Way, Suite 200. The redesigned space reflects the firm’s philosophy of making financial planning accessible and inspiring — creating an environment where clients feel welcomed, informed, and at ease when discussing their financial futures. The updated office is designed to support the firm’s growing team and evolving client services.
A Growing Team Built for Excellence
The ten-year milestone also brings exciting additions to the Mackeson Advisory team. The firm now includes eight dedicated professionals, each bringing distinct expertise and a shared commitment to personalized service:
Tyler Mackeson, Founder & Lead Financial Advisor
Erik Maki, Partner, Portfolio Manager & Financial Advisor
Gina Patterson, CFP, Director of Financial Planning
Karissa Olalde, Insurance Specialist & Operations Manager
Kai Robinson, Financial Advisor
Karlie Holmgren, Executive Assistant
Robyn Jones, Office Manager
Stephanie Legge, Operations Specialist
Comprehensive Services for Accredited Investors
Mackeson Advisory offers a full suite of services including financial planning, investment management, tax management, retirement planning, and specialized guidance for entrepreneurs, professionals, and business owners. As an independent, fee-only fiduciary, the firm does not offer proprietary products and has no financial incentive to recommend any particular investment strategy — ensuring advice that is always in the client’s best interest.
A hallmark of the firm’s approach is its unique onboarding process, designed to deeply understand each client’s values, motivations, and intentions before crafting a tailored financial strategy. Clients receive dedicated team support, sophisticated investment management with a focus on tax efficiency, with access to private investment funds in alternative asset classes well-suited for accredited investors.
Rooted in Central Oregon
The Mackeson Advisory team is deeply woven into the fabric of Central Oregon. From youth athletics to local outreach, community service is not just a value on paper — it’s reflected in the daily lives of everyone on the team. Tyler Mackeson and his family have called Central Oregon home since 2005, and the firm’s commitment to this community continues to grow alongside it.
About Mackeson Advisory:
Mackeson Advisory is an independent wealth management firm based in Bend, Oregon, dedicated to empowering individuals and families to align their investment strategy with their personal values. Founded in 2015 by Tyler Mackeson, the firm provides financial planning, investment management, tax management, retirement planning, and specialized services for entrepreneurs and business owners. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners, Mackeson Advisory, and LPL Financial are separate entities.
mackesonadvisory.com • 541-323-6300
