A complete list of active advisors currently associated with NW Straits Financial Services

Warmer can help you find a great advisor at NW Straits Financial Services or one who fits your needs even better.

NW Straits Financial Services LLC provides discretionary investment management and project-based, non-discretionary personal financial consulting for individual and high‑net‑worth clients. The firm operates as a solo, fee‑only registered adviser with a small client base and manages client accounts on a discretionary basis. Investment approach emphasizes passive, index‑based portfolios constructed around a client‑specific asset allocation and periodic rebalancing, guided by a semi‑strong view of market efficiency. Planning and portfolio decisions are driven by clients’ time horizons and a defined “risk runway,” with de‑risking as clients approach withdrawal events. Noteworthy features include the principal’s prior senior institutional experience in investment operations and portfolio implementation, and the firm’s ownership of a public transparency reporting platform plus occasional community‑college personal finance instruction — activities that are uncommon for a one‑advisor independent firm. The firm also relies on a technology‑focused custodian to support model construction and account administration and states it receives compensation only directly from clients rather than from third parties.

To learn more about the advisors currently working at NW Straits Financial Services, 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
Adam Van Ness	Bellingham, WA	15

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