Wealth Management & Financial Planning Tailored For Your Unique Needs
Serving committed investors with complex financial needs for over 55 years
Your life and priorities.
Our advice and guidance.
John Keyes YouTube Thumbnail
Servicing Walla Walla

Now providing residents of Walla Walla with a local office for their convenience.

2020 Community Giving Video YouTube Thumbnail
Giving Back to Our Community

Throughout the COVID-19 pandemic, we have remained committed to supporting local organizations that are in great need during this difficult time. In the face of uncertainty, there is one thing that remains certain — we are all in this together.

previous arrow
next arrow
Fiduciary-Centered Advice
Acting as a fiduciary is at the core of each client relationship that we build.

Individuals & Families

  • Saving for Retirement
  • Investing in Your Future
  • College Education
  • Inheritance
  • & More

Corporate Retirement Plans

  • 401(k) and 403(b)
  • Profit Sharing
  • 457 Deferred Compensation
  • Employee Stock Ownership

Charitable Organizations

  • Corporations
  • Foundations
  • Endowments

Private Trust Services

  • Living Trusts
  • Charitable Trusts
  • Irrevocable Trusts
  • Asset Protection Trusts

Our Latest Insights

Find the guidance you need in an extensive library of financial perspectives and commentaries.

the Trusted Financial Path™

  • 1

    The Compelling Conversation

  • 2

    The Evidence-Based Method

  • 3

    The Essential Discovery

  • 4

    The Strategic Solution