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Mackeson Advisory

EST. AUM
$100,000,000

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Firm Details

Metro area Portland, OR
CRD Number
Website mackesonadvisory.com
Client types

Overview

Mackeson Advisory is an independent, fee-only fiduciary financial advisory firm based in Bend, Oregon, established in 2015 by Tyler Mackeson. The firm provides wealth management and financial planning services to accredited investors, business owners, entrepreneurs, professionals, and families, with an emphasis on aligning investment strategy with clients' personal values. Investment advice is offered through Stratos Wealth Partners, Ltd., a registered investment advisor. The firm positions itself around personalized, holistic planning rather than standardized solutions.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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