A complete list of active advisors currently associated with Satori Financial LLC
Warmer can help you find a great advisor at Satori Financial LLC or one who fits your needs even better.
Satori Financial serves working professionals and individuals who are single or re-establishing their finances after divorce, with advisory services scoped to financial life planning, ongoing portfolio management, one-time financial plan reviews, and pre‑marital and divorce consulting. The firm operates on a fee‑only basis and provides discretionary portfolio management as part of its Financial Life Planning engagements. The firm’s planning process starts with client values and life goals and seeks to align assets and cash flow to those priorities, combining investment management with active tax planning and coordination of risk‑management. Investment implementation emphasizes strategic asset allocation and passive, index‑based funds for long‑term portfolios, with adjustments made for client‑specific tax consequences and life‑stage needs. Distinctive elements include a focused specialization in single clients and divorce‑related financial consulting (offered in tiered engagements for basic review, document organization, and settlement analysis) and credentials that support tax and divorce financial analysis (CFP, EA, CDFA held by the firm’s sole member). The firm is unusually small in client count relative to assets managed—roughly $50 million across about two dozen clients—which reflects a boutique, one‑advisor structure providing ongoing, personalized planning.
To learn more about the advisors currently working at Satori Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 25
|
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