David Bledsoe founded Bledsoe Financial LLC in 2004, bringing personal and business financial advisory services to clients throughout the Mid-Willamette Valley. His approach blends deep technical expertise in accounting, finance, and taxation with a straightforward, client-first communication style — explaining complex financial concepts in terms that make sense, without the jargon.
Before founding his own practice, David spent over a decade advising high-net-worth individuals and closely held business owners on comprehensive financial planning, wealth transfer, and ownership transition strategy, with prior experience at Big 4 accounting firms and a Fortune 500 financial services organization.
Personal financial and business advisory services for individuals and small businesses.
Delivered customized, comprehensive financial planning and wealth transfer services to high-net-worth individuals and closely held business owners.
Delivered tailored financial solutions and strategic planning for private company owners around ownership transition and estate planning objectives.
A background in music — including a graduate teaching fellowship teaching trombone and leading jazz bands — turns out to be good training for the same skill clients value most: taking something complex and making it clear.