Mackeson Advisory

financial empowerment

align your investment strategy with your personal values

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investment strategy

put world class management to work for you

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financial planning

professional guidance for achieving your goals

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Our Philosophy

We believe in empowering people by aligning their investment strategies and financial planning with their core values.

Resources

Use our calculators and best practices to consider multiple financial scenarios.

Client Login

Log in to your LPL Financial account here.

Outlook 2025

LPL Research’s Outlook 2025: Pragmatic Optimism delivers market insights on what we can expect from the economy, stocks, bonds, and more.

Get Outlook Insights

Contact Us

karissa@mackesonadvisory.com | 541.323.6300

tyler@mackesonadvisory.com | 541.633.4630

eric@mackesonadvisory.com | 541.633.4631

gina@mackesonadvisory.com | 541.633.4632

777 SW Mill View Way, Suite 200

Bend, Oregon 97702

Main Office 541.323.6300

DISCLAIMER

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.

View our LPL Client Relationship Summary PDF

View our Stratos Client Relationship Summary PDF

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