What departments does Mackeson Advisory have?

Mackeson Advisory has employees across 1 departments including Finance.

What is the largest department at Mackeson Advisory?

The largest department at Mackeson Advisory is Finance with 3 employees.

Where are Mackeson Advisory employees located globally?

Mackeson Advisory has employees across 1 continents and 1 countries including United States Of America.

How has Mackeson Advisory's team size changed over time?

Mackeson Advisory's team has remained stable from approximately 5 to 5 employees based on available data.

Mackeson Advisory Employee Directory

Financial ServicesOregon, United States2-10 Employees

Mackeson Advisory is a small independent financial services firm based in Bend, Oregon. The company focuses on helping individuals and families align their investment strategies with their personal values, adopting a holistic approach to both investing and financial planning to support long-term goals and aspirations. Its work centers on providing guidance that connects assets and income to clients’ explicit aims, offering a thoughtful framework for purpose-driven financial decisions. The firm operates in the financial services industry and serves private clients seeking value-aligned, comprehensive planning. Located in Bend, the firm positions itself as a locally oriented advisory practice, designed to accommodate a range of client needs through a personalized, values-based approach.

Mackeson Advisory Global Highlights

North America
7

United States Of America
7

Mackeson Advisory's Leadership

E. M.
Chief Investment Officer
Mobile Phone
Email
T. M.
Owner
Mobile Phone
Email
G. P.
Director Of Financial Planning
Mobile Phone
Email
N. J.
Financial Advisor
Mobile Phone
Email
K. O.
Insurance Specialist & Operations Manager
Mobile Phone
Email
R. J.
Operational Specialist, Office Manager
Mobile Phone
Email

Mackeson Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Mackeson Advisory

Name

Title

Contact Info

Location

Last Update

E. M.
Chief Investment Officer
Mobile Phone
Email
United StatesOregon
Jun 29, 2026
T. M.
Owner
Mobile Phone
Email
United StatesOregon
Jun 29, 2026
G. P.
Director Of Financial Planning
Mobile Phone
Email
United StatesOregon
Jun 30, 2026
N. J.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Jul 27, 2024
K. O.
Insurance Specialist & Operations Manager
Mobile Phone
Email
United StatesOregon
Jun 26, 2026
R. J.
Operational Specialist, Office Manager
Mobile Phone
Email
United StatesOregon
Jun 29, 2026

Frequently Asked Questions

What is Mackeson Advisory known for?

Mackeson Advisory operates in the Financial Services industry. The company's main headquarters is located in 777 Southwest Mill View Way Suite 200 Bend, Oregon 97702 United States. Explore Mackeson Advisory's company overview page for more information.

What is Mackeson Advisory's most common email format?

Mackeson Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mackeson Advisory email formats with LeadIQ.

How many employees does Mackeson Advisory have currently?

Mackeson Advisory has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Mackeson Advisory's key employees and leadership?

As of June 2026, Mackeson Advisory's key employees include:

Chief Investment Officer: E. M.
Owner: T. M.
Director Of Financial Planning: G. P.
Financial Advisor: N. J.
Insurance Specialist & Operations Manager: K. O.

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Mackeson Advisory Employee Directory

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