Welcome to the Metolius Wealth Management Group


Erik Tobiason named 2021 RBC WM-U.S. Volunteers of the Year

Bend, Oregon Financial Advisor Erik Tobiason has been selected as the 2021 RBC Wealth Management-U.S. Volunteers of the Year.

Making an impact in the fight against poverty

Erik was recognized for his work with the Bend Heroes Foundation and Bend2Baja2Build, two nonprofits he created that focus on helping veterans in Bend and impoverished families in Mexico, respectively.

Erik started the Bend Heroes Foundation nearly 13 years ago with his father, a Purple Heart veteran who served two tours of duty in Vietnam, with the goal of supporting and giving back to local veterans. Over the last few years, Erik led the creation of a transitional community of 15 tiny homes for homeless veterans called the Central Oregon Veterans Village. Erik was involved with every step of the project, including fundraising, meeting with local and state politicians to draft a law making it easier to create emergency shelters, partnering with local youth organizations and recruiting volunteers to build the homes, and more.

Erik Tobiason at the Central Oregon Veterans Village, which he was heavily involved with during 2021, and which now houses homeless veterans in the Bend area.

The village opened to homeless veterans on Veterans Day 2021, and offers the residents access to case management resources through the Central Oregon Veterans Outreach. Read a news article about the village’s ribbon-cutting ceremony.

“Our homeless veterans have terrible living conditions, so being able to give them hope has been amazing,” Erik said. “It was one of the best things I’ve ever done in my entire life.”

Bend2Baja2Build, meanwhile, was created nearly 10 years ago as a project for Erik and his family to travel to Mexico to build houses for families in need. In the years since, the trip has grown larger and involved more volunteers. In 2021, despite the ongoing COVID-19 pandemic, Erik led a trip to Mexico to build five houses, even involving members of the local community in the project. 

Whether he’s helping veterans in Bend or families in Mexico, Erik strives to make a difference in the fight against poverty and homelessness.

These may seem like impossible causes, but if each of us can take the time to do something, we can make the world a better place.

- Erik Tobiason

All of us at The Metolius Wealth Management Group have the same values - a deep commitment to our clients and a desire to play an even more comprehensive and strategic role in our client's financial lives. Each member of our team brings a unique background and various strengths to the table (see " Our Team"). We are very excited to offer an expanded set of capabilities with new areas of specialization to our clients.

Our expanded capabilities include:
 
  • High level Wealth Management Planning with a unique focus on Retirement Income Strategies
  • Expanded Portfolio Management Capabilities
  • Fixed Income Specialization utilizing high quality individual bonds
  • Tax Efficiency Reviews
  • Comprehensive Estate and Trust Reviews

Value statement

What does money mean in your life?  What shapes your attitudes and opinions about what you want from your money?  At the Metolius Wealth Management Group, we realize that you are a unique person who deserves an approach that is designed specifically for you.  That's why we make it a priority to get to know you-not just as an investor but also as an individual with needs, desires, and attitudes that don't always fit neatly into the industry-standard financial plan.  The Metolius Wealth Management Group operates what we call a "family office" for our clients-where our team is involved in the myriad of financial decisions that come up in our client's daily lives.


A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions, and their assets.

Meet the team

The Metolius Wealth Management Group is committed to our client's security, success, and fulfillment.  With 80+ years of combined industry experience in our group, our goal is to be our client's most trusted advisor and ultimate resource for their personal, family, and business needs.

 

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