About Me

Joe Mansfield brings decades of experience and a deeply client-centric planning philosophy to Continuity Group. After years in large firm environments, he chose to join a team he has known and trusted for many years—giving him greater independence, deeper collaboration and the ability to focus solely on what matters most: his clients’ needs.

He strives to serve as each client’s personal CFO, helping them navigate the many moving parts of their financial lives. Joe’s planning approach begins with a clear understanding of each client’s values, family dynamics and long-term objectives. From that foundation, he focuses on coordinating retirement income planning, long-term care considerations, tax-aware strategies, multigenerational wealth transfer, and thoughtful legacy and estate planning—ensuring that decisions in one area support outcomes in all others. He views wealth management as more than investment performance; it is about integrating every aspect of a client’s financial life into a cohesive, forward-looking plan.

As clients transition into retirement, he emphasizes creating stable, reliable income strategies that support their lifestyle while balancing risk management, longevity planning and inflation protection. He also helps families prepare for efficient wealth transfer by aligning estate strategies with their values and long-term goals. Joe customizes each plan to reflect a client’s unique priorities, and his consistent communication process includes quarterly check-ins to review progress, discuss economic events and address questions with clarity and care.

Having seen throughout his career how generational wealth transitions influence families’ financial lives and the need for thoughtful guidance, Joe focuses on simplifying complex planning concepts so clients can make informed decisions aligned with their personal objectives. He has held leadership roles including Vice President, First Vice President and Senior Vice President.

Originally from Portland, he moved to Bend in 2004. As the father of a 35-year-old autistic daughter, he has a personal appreciation for long-term financial support, estate planning and trust strategies for families with unique needs. Outside of work, he enjoys cycling, golf, hiking and travel. He has also served as president of his community HOA and as president of the local High Desert Porsche Club.