Helping dentists throughout the Pacific Northwest to use finances as a resource to achieve their ideal life is our passion. Working as fiduciaries, we tailor fee-only, comprehensive financial planning advice and academically researched investment strategies to each client's unique situation.
Clients who visit our office may find out why we love "living on a postcard" 25 miles East of Seattle. Nestled among the woods right off exit 25 on I-90, with mountain vistas and just up the hill from Snoqualmie Falls, is where you'll find us serving clients while balancing work, life & family.
Meet the Team
"If I actively listen, they’ll talk.
If they talk, I’ll learn. If I learn, I’ll grow. "
Visit Our Office
Many clients find in-person meetings at our office 25 miles East of Seattle right off I-90 a convenient and beautiful destination worth the visit. However, for clients who would prefer not to travel or who would rather meet virtually, we conduct online financial planning & investment management meetings using teleconferencing technology.
Clients who come to our Snoqualmie office, may find out why
we love"living on a postcard."
Snoqualmie Valley is home to Snoqualmie Falls, the state's most popular scenic attraction, the Salish Lodge & Spa and the Northwest Railway Museum. Mt. Si towers over the valley and provides panoramic views from both our client meeting rooms. This is the place for visitors who like to hike, ski, fish, bike, float rivers, or experience waterfalls, museums, one of the state’s largest elk herds, a Dirt Fish Rally School, or a thriving arts and culture scene or the iconic Twede’s Cafe.