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Timothy M

Series 66

Vancouver, WA

Cairn Wealth Management

Timothy Mosier is a financial advisor at Cairn Wealth Management in Vancouver, WA, with 23 years of industry experience. He holds a Series 66 designation and has worked at Cairn Investment Group, Inc. since 2007, following four years at RBC Capital Markets. Cairn Wealth Management provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-oriented, risk-aware approach focused primarily on U.S. equities and integrates financial planning with investment management using written Investment Policy Statements and regular account reviews.

General retirement planning Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Patrick M

CFP®, Series 63, Series 66

Vancouver, WA

Cairn Wealth Management

Patrick Mason is a CFP® professional with 19 years of industry experience, currently serving at Cairn Wealth Management in Vancouver, WA. His career includes roles at Cairn Investment Group, Inc., NewFocus Financial Group, LLC, Charles Schwab, and TIAA-CREF. Cairn Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning with investment management at no additional cost.

General retirement planning Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Mark F

CFP®, ChFC®, Series 63, Series 66

Bluffton, SC

Cairn Wealth Management

Mark Farrelly is a financial advisor at Cairn Wealth Management with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Fidelity, NewFocus Financial Group, and EP Wealth Advisors. Cairn Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary investment management and financial planning. The firm emphasizes a value-oriented, risk-aware approach primarily focused on U.S. equities and integrates financial planning and client education into its services.

General retirement planning Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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