# Eagle Wealth Management Eagle Wealth Management is a Bank / Wealth / Trust based in Bend, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Bend, United States - **Region:** North America - **Address:** 35 NW Hawthorne Ave, Bend, OR 97703, United States - **Founded:** 1997 - **Assets under management:** Undisclosed - **Website:** myeaglewealth.com - **LinkedIn:** https://www.linkedin.com/company/my-legacy-inc ## Regulatory record - **Reports private funds:** No ## About Eagle Wealth Management began serving clients in Bend, Oregon in 1997 before joining Mercer Advisors in September 2025. The firm operates as a fiduciary, meaning it is legally bound to put client interests ahead of any product or commission incentive. Its advisory team includes multiple CFP® professionals, an in-house CPA, and an enrolled agent, reflecting an integrated tax-aware planning model that goes beyond pure portfolio management. The firm designs retirement-income strategies, manages investment portfolios, and coordinates tax planning for individuals and high-net-worth households. Its advisors work on salary rather than commission — a structure designed to remove compensation-driven conflicts from client recommendations. Eagle Wealth serves clients across the United States, with recurring in-person meeting locations in Bend, Ashland, San Diego, and the San Francisco Bay Area, alongside remote service via video conferencing and electronic signatures. Eagle Wealth fields a team of nine listed professionals, including Chad and Cami Staskal, Suzanne Daniel, Matt Hobson, Hans Doorn (CPA), Kim Brush (EA), Virginia Cramp, Jake Springer, and Miranda Nusbaum. The firm was acquired on September 2, 2025 by Mercer Advisors, a nationwide RIA, which adds institutional resources to Eagle Wealth's boutique local service model. The firm's structural differentiator is an advice-only fiduciary model with salaried advisors and integrated tax preparation. This separates it from most bank- or insurance-owned wealth-management practices where revenue depends on product sales. The 2025 acquisition by Mercer Advisors preserves the Bend-based team while layering in a larger compliance and investment infrastructure — a hybrid architecture that retains the posture of a small fiduciary practice inside a large RIA parent. ## People - Chad Staskal — Advisor - Suzanne Daniel — Advisor - Matt Hobson — Advisor - Cami Staskal — Advisor - Hans Doorn — CPA - Virginia Cramp — Advisor - Kim Brush — Enrolled Agent - Jake Springer — Advisor - Miranda Nusbaum — Advisor ## Questions ### Who makes investment decisions at Eagle Wealth Management? The firm lists nine professionals, with Chad Staskal, CFP®, ChFC®, CLU®, appearing as a lead advisor. As part of the Mercer Advisors network since September 2025, Eagle Wealth’s advisors can tap Mercer’s centralized investment committee while continuing to manage client relationships locally. Specific portfolio management responsibilities per advisor are not publicly detailed. ### Does Eagle Wealth Management earn commissions on product sales? No. Eagle Wealth states its advisors are salaried, not commission-based. The firm operates as a fee-only fiduciary, which means its revenue comes from client fees — not from selling proprietary products or earning commissions on recommended investments. ### What geographic regions does Eagle Wealth serve? The firm is headquartered in Bend, Oregon, and serves clients across the United States. It maintains recurring in-person meeting locations in Bend, Ashland (Oregon), San Diego, and the San Francisco Bay Area. Clients outside those regions are served through video conferencing and electronic document capabilities. ### Does Eagle Wealth provide tax services in-house? Yes. The team includes Hans Doorn (CPA) and Kim Brush (EA, enrolled agent), allowing the firm to blend tax planning and preparation directly with financial planning and wealth management. This integrated approach is uncommon among standalone advisory shops. ### Is Eagle Wealth Management still independent after the 2025 acquisition by Mercer Advisors? Structurally, no — the firm was acquired by Mercer Advisors on September 2, 2025. Operationally, Eagle Wealth retains its Bend-based team, brand, and local service model while gaining access to Mercer’s compliance, technology, and investment infrastructure. The combined posture is that of a boutique office within a large national RIA. ### What types of clients does Eagle Wealth typically serve? The firm serves individuals, high-net-worth households, charitable organizations, and businesses, with a stated focus on retirement planning. Its website emphasizes helping clients transform savings into a steady retirement paycheck while minimizing taxes — a positioning aimed at pre-retirees and retirees. ### Does Eagle Wealth provide financial planning or only investment management? Eagle Wealth provides both. Its service model starts with financial planning — listening to a client’s goals, building a retirement-income strategy, and integrating tax planning — before addressing portfolio construction. This planning-first approach is central to the firm’s fiduciary identity. ## Related profiles - [My Investment Path](https://altss.com/profile/my-investment-path) - [Myles Wealth Management](https://altss.com/profile/myles-wealth-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/my-legacy-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology