Mackeson Advisory Information

View Top Employees from Mackeson Advisory

Mackeson Advisory is an independent firm that empowers individuals and families to align their investment strategy with their personal values. This holistic approach to investing and financial planning will give you a sense of purpose and intention as your assets and income are working in ways that resonate with you and support your lifelong ambitions.

Website	http://mackesonadvisory.com
Revenue	$3 million
Employees	7 (5 on RocketReach)
Address	777 SW Mill View Way Suite 200, Bend, Oregon 97702, US
Phone	(541) 323-6300
Technologies	JavaScript , HTML , Twitter +9 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Advisor, Financial Planning, Investment Advisor, Investment Strategy, Wealth Advisor, Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Holistic Investing, Tax Planning, Values Based Investing, Investment Consulting, Impact Investing, Financial Consulting, Sustainable Investing, Family Office, Responsible Investing, Personal Finance, Ethical Investing
Competitors	Deloitte, PwC, EY, Accenture, KPMG, Bain & Company, McKinsey & Company, Oliver Wyman, L.E.K. Consulting, Boston Consulting Group (BCG) +40 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies

Mackeson Advisory Questions

What is the annual revenue of Mackeson Advisory?

The Mackeson Advisory annual revenue was $3 million in 2026.

Who is the Chief Investment Officer of Mackeson Advisory?

Eric Maki is the Chief Investment Officer of Mackeson Advisory.

How many people are employed at Mackeson Advisory?

5 people are employed at Mackeson Advisory.

Where is Mackeson Advisory based?

Mackeson Advisory is based in Bend, Oregon.

What is the NAICS code for Mackeson Advisory?

The NAICS codes for Mackeson Advisory are [5239, 523, 52, 52393].

What is the SIC code for Mackeson Advisory?

The SIC codes for Mackeson Advisory are [62, 628].

Top Mackeson Advisory Employees

Eric Maki

Chief Investment Officer at Mackeson Advisory

Bend, OR, US
2
- ymail.com
- mackesonadvisory.com
4
- 303579XXXX
- 541306XXXX
- 303579XXXX
- 985764XXXX
Tyler MacKeson

Owner at Mackeson Advisory

Bend, OR, US
2
- gmail.com
- mackesonadvisory.com
1
- 541788XXXX
Karissa Olalde

Operations Manager and Client Service Specialist at Mackeson Advisory

Bend, OR, US
1
- mackesonadvisory.com

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