A complete list of active advisors currently associated with Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning to individuals, families, corporations, retirement plans, endowments and foundations. In addition to discretionary portfolio management across equity, fixed income and alternatives, the firm arranges tax, insurance and credit/cash management solutions through affiliated and third‑party providers. The firm’s investment process emphasizes disciplined asset allocation and multi‑strategy portfolio construction, combining bottom‑up fundamental equity selection (consistent growth and relative value), ETF/model portfolios for small/mid and international exposure, intermediate‑duration, investment‑grade fixed income, and a modest allocation to liquid alternatives; accounts are typically reviewed and rebalanced at least quarterly. Badgley Phelps also offers stand‑alone financial planning, held‑away account rebalancing via a third‑party order management system (Pontera), and manages both discretionary and non‑discretionary client relationships. Compared with many peers, Badgley Phelps operates as an indirect, wholly‑owned subsidiary of Focus Financial Partners, a platform majority‑owned indirectly by private equity investors (CD&R and Stone Point), and the brochure discloses multiple affiliated arrangements. The firm provides client access to pooled investment vehicles managed by SCS and subadvisory services from NorthCoast, and it introduces clients to affiliated tax and insurance services and to UPTIQ‑facilitated credit and cash management solutions — each of which the brochure identifies as creating potential conflicts of interest that the firm discloses and seeks to manage.
To learn more about the advisors currently working at Badgley Phelps Wealth Managers, 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.
You can also browse Badgley Phelps Wealth Managers's office locations.
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