A complete list of active advisors currently associated with Cascade Financial Partners, LLC

Warmer can help you find a great advisor at Cascade Financial Partners, LLC or one who fits your needs even better.

Cascade Financial Partners, LLC provides investment advisory and financial planning services to individuals and high net worth individuals through discretionary and non‑discretionary managed accounts. The firm advises on asset allocation across cash, equities, mutual funds, bonds and annuities, prepares written investment strategies as part of its planning process, and assists clients considering rollovers from employer retirement plans. Cascade’s process begins with a detailed client interview and document review to establish goals, risk tolerance and an investment policy statement, and it implements client‑specific strategies that may include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term holdings. The firm conducts due diligence and research for recommended investments and may include alternative investments; it also uses third‑party services to access private funds and says it allocates opportunities among clients on a fair and consistent basis. Noteworthy for a firm founded in May 2023, Cascade reports over $1.38 billion in total assets under management as of December 31, 2025 while operating with a five‑advisor team and roughly 283 clients, an uncommon scale for a recently established small team. Operational distinctions in the brochure include a preference for custody relationships with Fidelity, Raymond James, or Charles Schwab, the ability to serve as trustee when agreed, and an explicit statement that the firm does not charge performance‑based fees and does not vote client proxies.

To learn more about the advisors currently working at Cascade Financial Partners, LLC, 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.