Tax, Finance, Business Financial Services, Investment Securities
Description
Exemplar Wealth Advisors is boutique financial planning firm based in Bend, Oregon, with a passion for guiding people who’ve worked hard, built something meaningful, and are ready to make their next chapter truly count. We work with business owners to simplify business sale planning, create efficient tax planning strategies, and guide them through life after the sale. As Exit Planning Advisors, we bring the experience and personal attention needed to help you move forward with confidence to make it count. Founded by David Rosell over 25 years ago and now co-led by Emma James, our firm is intentionally designed to serve a select group of individuals and families who value depth, trust, and real guidance through life’s biggest financial miles
