A complete list of active advisors currently associated with Madrona Financial & CPAs

Warmer can help you find a great advisor at Madrona Financial & CPAs or one who fits your needs even better.

Madrona Financial & CPAs serves individual and high-net-worth clients, as well as charitable organizations and businesses, through discretionary portfolio management, financial planning, and consulting. The firm offers model asset-allocation portfolios built primarily with ETFs and also advises on alternative and real-estate-related investments such as Delaware Statutory Trusts (DSTs) and structured notes. Madrona implements model-based investment strategies (Conservative, Moderate, Growth, Aggressive) and tailors account placement to a client’s full financial profile, taking into account holdings such as annuities and tax considerations. The firm routinely uses unaffiliated sub-advisers for specialized strategies and discloses that it may pass sub-adviser fees through to clients rather than absorb them. Distinctive features include its affiliations with a CPA firm (Bauer Evans, Inc. dba Madrona Financial & CPAs) and an affiliated insurance agency (Madrona Insurance Services, LLC), with related accounting and insurance services available and insurance commissions disclosed as a potential conflict. The firm also provides DST-focused sub‑advisory and administrative services to other advisers, participates in sponsor-funded seminars and client events, and maintains multiple offices (six), all of which are less common among peer team firms.

To learn more about the advisors currently working at Madrona Financial & CPAs, 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.