A complete list of active advisors currently associated with Hidden Cove Wealth Management

Warmer can help you find a great advisor at Hidden Cove Wealth Management or one who fits your needs even better.

Hidden Cove Wealth Management advises individuals (including high-net-worth clients), trusts, and retirement plans, providing discretionary private wealth management, ongoing and one-time financial planning, and retirement plan consulting. The firm manages client assets through custodial accounts and offers services that range from portfolio management to implementation assistance for held-away accounts and plan fiduciary support. The firm describes a tailored, fiduciary approach that combines ongoing portfolio management with written financial plans and periodic reviews, typically implementing diversified asset-allocation strategies informed by modern portfolio theory and manager selection. Portfolios may be managed directly or through recommended Independent Managers via SMAs and UMAs, and the firm monitors and rebalances accounts on an ongoing basis. Notable distinctions disclosed in the brochure include an affiliation with an insurance agency and that certain associated persons are licensed to sell insurance and may receive commissions, a potential conflict of interest the firm acknowledges. The firm also requires clients to custody assets at Charles Schwab and/or Fidelity—relationships that provide the firm with technology and research benefits—and offers standalone financial planning engagements that can be materially higher than typical hourly work (up to $25,000), while maintaining a $2,500 minimum annual fee for wealth management rather than a stated account-size minimum.

To learn more about the advisors currently working at Hidden Cove Wealth Management, 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
Chad Bearden	Bainbridge Island, WA	4
Jordan Bingham	Bainbridge Island, WA	9
Shane Dir	Bainbridge Island, WA	20
Ron Elzig	Bainbridge Island, WA	33
Ashley Goggins	Bainbridge Island, WA	20
Jonathan Magee	Bainbridge Island, WA	6
Andrew Turner	Bainbridge Island, WA	7

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support