Integrated Advisors Network
46yrs
Top advisor by experience in Bend
New
Eric Berlin
Financial advisor at Edgewood Wealth Management
Eric Berlin is a fiduciary financial advisor in Bend, Oregon, registered since Jan 2026. Eric joined Edgewood Wealth Management in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Edgewood Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 310 advisors with offices in Bend, and one of 290 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
OfficeBend, OR
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Edgewood Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowEdgewood Wealth ManagementCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Edgewood Wealth Management at (541) 241-2127 and ask for Eric Berlin. Eric works from the Bend, OR office.
How long has Eric been a financial advisor?
Eric is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edgewood Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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