Financial planning for
Where You're Invested.
Fiduciary financial advisors for Eastern Washington and beyond.
#17 Financial Advisory Firm in the Country According to CNBC.
Discovering where you’re most invested in life. Building you the financial freedom to live it.
Since 1962, we’ve been serving generations of Eastern Washington families to help them realize their financial dreams and to impact their lives beyond money.
You deserve a financial advisor who sees you as more than just your portfolio.
Invest where it really counts.
When it comes to building your future, financial investing is only part of the story. Where you’re truly invested — your family, your business, your legacy — that’s what really matters.
Many financial advisors focus only on the numbers without ever truly understanding your unique dreams, motivations, and potential. That’s why our team of fiduciary financial advisors offers a different approach.
Discover what others like you are achieving with us.
Here are some of their firsthand accounts from our exceptional clients, individuals like you, who we are proud to serve.
99% Client retention rate
*All metrics as of October 1, 2024