A complete list of active advisors currently associated with Stordahl Capital Management, Inc.

Warmer can help you find a great advisor at Stordahl Capital Management, Inc. or one who fits your needs even better.

Stordahl Capital Management provides financial planning, consulting, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, pension and profit‑sharing plans, and corporate clients. The firm reports approximately $676 million in regulatory assets under management and operates with a six‑advisor team serving about 297 client relationships. The firm follows an evidence‑based investment philosophy grounded in academic research, emphasizing strategic asset allocation, global diversification, use of ETFs and mutual funds, and periodic rebalancing across model portfolios that range from cash and income to aggressive growth. Within that framework SCM offers designated models that include limited exposure to a bitcoin‑linked exchange traded product (IBIT) for clients who are comfortable with heightened volatility, while it does not invest directly in or custody digital assets. Distinctive features include a formal succession agreement with Focus Partners Wealth, LLC to support continuity and transition planning, and an explicit ERISA‑aware approach to retirement plan consulting alongside individual wealth management. SCM also discloses its institutional relationship with Charles Schwab for custody and execution and the availability of Schwab’s auxiliary services and technology, information that may be material when comparing operational arrangements among peer firms.

To learn more about the advisors currently working at Stordahl Capital Management, Inc., 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.