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19785 Village Office Ct, Ste 101, Bend, OR 97702
458-202-1560
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Invest. Grow. Prosper. 

Your financial life should empower you with clarity, confidence, and the freedom to pursue what matters most. Our goal is to help you achieve that.

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Your Partner in Financial Growth


Our first priority is helping you take care of yourself and your family. We are a full-service financial firm committed to helping people pursue their financial goals. Whether you're planning for retirement, growing your investments, or navigating financial decisions for your business, our full-service team is committed to helping you reach your goals with clarity and confidence.

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KALYX

(.n)

/’keiliks/ - [ka • lyx]

Kalyx is an ancient Greek word meaning the protective outer layer around a plant or flower that provides the opportunity to grow, and eventually bloom.

Helping You Grow with Purpose and Confidence.

Your Financial Solutions

We create strategies that are tailored to your needs and goals. Uncover the services designed with your goals in mind.



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Our Commitment to You

Years of experience have prepared us to guide you through your life transitions. Our approach helps you naviage life's biggest changes. 



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Your Dedicated Team

Our collaborative approach enriches every aspect of our work, delivering enhanced benefits and greater value to our clients.



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Market Watch

*Data provided by FRED (Federal Reserve Economic Data). Prices shown may be delayed and are not reflective of real-time market conditions. The data may represent prices as of a previous trading day. Market widget from Trading View.
*Data provided by FRED (Federal Reserve Economic Data). Prices shown may be delayed and are not reflective of real-time market conditions. The data may represent prices as of a previous trading day. Market widget from Trading View.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Here to Guide You, Every Step of the Way

Here to Guide You, Every Step of the Way

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.


What Does Your Retirement Look Like?

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.


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Client Reviews & Testimonials

"Dave and Tina are great people. I know them on a personal and professional basis and I recommend their services to anyone who is looking for an adviser who pays attention to detail and genuinely cares about you and your financial well being."

- Jeff N.

"Great group! Hard working and trustworthy."

- Derek T.

"I have worked with other advisors in the past that were extremely challenging in their communication and / or difficult to get a hold of, not David... He and his team have been very timely and great with communication. My wife and I love working with them!"

- Dennis H.

"I couldn't be in better hands with this team! I have had many advisors over the years and I feel that what sets David apart from the rest is that he always provides advice and makes decisions based on what's in MY best interest and makes that a priority. He has the utmost integrity and I trust him and his team completely! I would give him 10 stars if that were an option!!!"

- Maria G.

"I've know Dave Thiele for over 20 years. There is no one better in the business. Better returns. Better communication. Best results. "

- Eric S.

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