Auxano Advisors

Peter Cline is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. He has been with Auxano Advisors since 2008 and serves as president of the BridgeHead Foundation, a private charitable organization. Auxano Advisors manages approximately $1.78 billion for a diverse client base, providing family office services and investment advisory with a focus on personalized investment policy and the use of both fundamental and technical analysis.

Dwight Whiting is a Series 66-credentialed advisor at Auxano Advisors with 21 years of industry experience. He has worked at Auxano Advisors since 2015 and serves as a director on the board of Cyva Research Corporation, a security consulting and software development company. Auxano Advisors provides comprehensive family office services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across about 724 client relationships, employing a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk profiles.

Andrew Matzen is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Auxano Advisors in Bellevue, WA. He has been with Auxano Advisors since 2014, working in various capacities within the firm. Auxano Advisors is a registered investment adviser managing approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to create client-specific investment policies and implements both long- and short-term strategies across listed and private securities.

Jared Davis is a CFP® with three years of industry experience currently serving at Auxano Advisors in Bellevue, WA. He has worked within the firm since 2020 and previously held positions at Key Investment Services and Key Bank. Auxano Advisors serves a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations, providing Family Office Services and investment advisory with approximately $1.78 billion under management. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, and is notable for its use of derivatives and borrowing within separately managed accounts.

Grayson Unger is a financial advisor at Auxano Advisors with three years of industry experience. He holds the Series 65 designation and previously worked seven years at F1 Consultancy before joining Auxano Advisors. Auxano Advisors provides comprehensive Family Office Services and investment advisory solutions to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.78 billion across around 724 client relationships, employing both fundamental and technical analysis in tailored investment strategies and maintaining the ability to utilize derivatives and borrowing within separately managed accounts.

Daniel Anderson is a CFP® professional at Auxano Advisors in Bellevue, WA, with three years of industry experience. He previously worked at Castle High Value Surveys from 2014 to 2018 before joining Auxano Advisors, where he has been since 2018. Auxano Advisors serves a diverse clientele including individuals, high net worth clients, and various institutional entities, providing comprehensive Family Office Services and investment advisory on both discretionary and non-discretionary bases. The firm uses a tailored investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis, and manages approximately $1.78 billion across about 724 client relationships.

Alexander Lee is a CFP® professional with 31 years of industry experience. He has been with Auxano Advisors since 2008, where he is part of an eight-advisor team based in Bellevue, WA. Auxano Advisors manages approximately $1.45 billion for individuals and high-net-worth clients, offering portfolio management and family office services. The firm employs fundamental, technical, and cyclical analysis to develop client-specific investment policies and utilizes both long- and short-term strategies across listed and privately placed securities.

Davis Walker is a CFP® professional with six years of industry experience. He has been with Auxano Advisors since 2017 and previously worked at Madrona Financial Services. Auxano Advisors serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering comprehensive Family Office Services along with investment advisory and portfolio management. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and manages approximately $1.78 billion across 724 client relationships.