John Bellman

John's career is driven by a genuine desire to help people achieve their financial goals. With over 14 years of experience in the industry, he strives to become your trusted advisor by using his personalized approach to wealth management, fostering strong, lasting relationships with his clients. His commitment to understanding each client's unique needs and aspirations underscores his dedication to making a positive impact in their financial lives.

As a Senior Wealth Advisor at OneDigital, John specializes in providing comprehensive wealth management services to high-net-worth and ultra-affluent individuals and families. He focuses on areas such as investment strategies, tax mitigation planning, retirement planning, generational wealth planning with trusts and foundations, and estate planning. Specific to business owners, John provides specialized assistance in tackling complex issues such as Human Resources, Employee Benefits, Retirement Plan Design, Commercial P&C Insurance, and Business sale transactions. His role is to offer the necessary support and guidance to help these entrepreneurs successfully manage and grow their enterprises. His client-centric approach has enabled John to develop tailored strategies for his sophisticated clientele.

John joined OneDigital in 2024, after his firm ASI Wealth Management was acquired. He was a member of the Executive Leadership Team and held a seat on the Investment Committee. ASI Wealth Management was a PNW based firm that oversaw $1.6 billion in assets.

Community Involvement: 

• Central Oregon Estate Planning Council Committee Member
• COCC Investment Committee Member 
• Humane Society of Central Oregon (HSCO) – Former Board Member
• Central Oregon Disc Golf Club (CODGC) – Former Board Member/Treasurer 

Education: 

• The Ohio State University – Economics 
• Certified Financial Planner® professional designation 

Interests: 

• Helping his son with baseball 
• Rock Climbing 
• Snowboarding 
• Trailing running with his Bernedoodle 
• Buckeyes Football