Isler Wealth Management, LLC is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 135 independent wealth management firms across the nation, representing more than $31 billion of collective assets under management. These firms share the same basic principles:

Each investor is exclusive in their needs and requires a custom wealth management plan,
Evidence-based advice and low cost investing,
being in sharp contrast to Wall Street by putting our clients’ needs before our own.
The BAM ALLIANCE believes in putting our clients’ interests first and only then can we achieve more together. The BAM ALLIANCE gives investors peace of mind with their customized plans and taking control of their broader financial team.

The BAM ALLIANCE’s wealth advisors function with a holistic approach. Not only do the clients get transparent wealth advice, but they also receive estate planning, tax planning, and risk management all from the same individual. By having the same person understanding and aligning all of these critical components of financial health, investors and their families substantially improve the odds of reaching their most important goals.

Isler CPA offers accounting services, tax planning and preparation, estate planning as well as audit and assurance services.

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Isler CPA is one of the most respected accounting firms in Lane County, serving businesses and individuals across the United States. Based in Eugene, Oregon, our firm is made up of a team of tax and assurance professionals with extensive experience in an array of industries.
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The BAM ALLIANCE is built for you. It’s a community of investors and advisors who’ve discovered a better way to take control of financial futures and achieve life’s most important goals.
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Dimensional Financial Advisor implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.
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Schwab Institutional is custodian to many accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

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Fidelity is custodian to some accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.