Lake Stevens, WA Office

The firm serves individual and high‑net‑worth clients, offering discretionary portfolio management, one‑time and ongoing comprehensive financial planning, retirement‑account advice, and project or hourly engagements. It implements tailored investment policy statements and typically recommends mutual funds and exchange‑traded funds while facilitating implementation through outside managers and custodial platforms.

The firm emphasizes a passive investment approach focused on diversified, asset‑class driven allocations and tax considerations, and it generally manages accounts on a discretionary basis with periodic reviews and IPS updates. It also uses third‑party managers and sub‑advisors for implementation and provides both fixed‑fee and hourly planning structures, including a 12‑month ongoing planning model with monitoring and follow‑up.

Noteworthy differences from many peers include a structured program of educational seminars, workshops, and paid speaking engagements (some offered pro bono) that are presented as strictly educational rather than sales events—an uncommon service among similar firms. The firm also provides consulting services to financial‑technology companies and offers a Washington‑specific ongoing planning option, making its mix of public education and fintech advisory work atypical for a firm of its size.