Issaquah, WA Office

Team
Updated today

Client AUM

$20,732,342,244

Clients

53,863

Advisors

4

Of 546 advisors across 185 offices

Location

963 NE Discovery Drive

Issaquah WA 98029

Advisors at this office

4

Advisors at this office

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Scott M

CFP®, Series 66, Series 65

Issaquah, WA

&PARTNERS

Scott Milam is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with &PARTNERS. His prior work includes roles at Fisette & Kim Financial Services, Embark Financial Services, Raymond James Financial Services, and Key Bank. He is based in Issaquah, WA. &PARTNERS serves a diverse client base comprising individuals, institutions, foundations, and corporations. The firm offers investment management, financial and tax planning, and specialized consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Brady J

CFP®, Series 66

Issaquah, WA

&PARTNERS

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. He has previously worked at Raymond James Financial and Fisette and Kim Financial Services LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Matthew Z

Series 66

Issaquah, WA

&PARTNERS

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Hyon K

CFP®, Series 66

Issaquah, WA

&PARTNERS

Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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