Business Information
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

Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.