At Exemplar Wealth Advisors, we believe financial planning should be as personal as your story — and as strategic as your boldest business moves. Based in Bend Oregon, with clients across the United States, we’re a boutique wealth advisory firm with a passion for guiding those who’ve worked hard to create something meaningful and are ready to make their next chapter truly count.
We’re intentionally selective, offering a high-touch, highly personalized experience to fewer than 100 households. Led by founder David Rosell and partner Emma James, we’ve built our firm on quality over quantity — because deep relationships drive better advice, and true wealth planning starts with truly knowing you.

More than 25 years ago, David Rosell founded our practice and set out to help Central Oregon families navigate life’s financial complexities with confidence and clarity. As Bend grew into one of the nation’s top small cities for business, we had the privilege of supporting countless entrepreneurs as they built companies that strengthened our local economy. And as these business owners approached their next chapter—transitioning out of the businesses they poured their lives into—we recognized a new calling: to help them navigate that journey strategically, safely, and joyfully.


Exemplar Wealth Advisors

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Exemplar Wealth Advisors

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