A complete list of active advisors currently associated with Alta Via Financial Planning
Warmer can help you find a great advisor at Alta Via Financial Planning or one who fits your needs even better.
Alta Via Financial Planning provides comprehensive financial planning to individual and high‑net‑worth clients through both project‑based and ongoing engagements, addressing retirement planning, estate planning, tax considerations, cash‑flow and debt management, business‑owner planning, insurance reviews, and investment analysis. The firm operates on a fee‑only basis and may refer clients to third‑party professionals for implementation and specialized services. The firm does not provide discretionary portfolio management or custody of client assets; instead it delivers investment recommendations and planning supported by a mix of fundamental, technical, and mutual fund/ETF analysis and by retirement‑planning software for scenario modeling. Clients are expected to implement investment recommendations with a custodian of their choice, and the adviser conducts semi‑annual reviews and collaborative meetings to monitor progress and adjust plans. Notably, Alta Via offers educational seminars and speaking engagements for groups, a service relatively uncommon among solo independent advisers, and it does not use percentage‑of‑AUM fee arrangements, reporting no assets under management. The practice is small and consultative, focusing on tailored planning engagements (including equity‑compensation and employee‑benefits coordination) rather than acting as an outside asset manager, which differentiates it from many peers.
To learn more about the advisors currently working at Alta Via Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 10
|
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