We do! We have offices in Seattle and Portland, but we can work with clients anywhere in the US.

We believe there is tremendous benefit in working with a financial planner. But it’s important to get the right relationship. Interview a few planners before you decide and do your research. ALWAYS ask how a planner is being compensated and whether or not they are a fiduciary (we are).

We work with clients on an ongoing basis and do not offer project work or hourly work. We know lots of planners who serve their clients in this way- let us know if you would like a referral

Our fee is based on a percentage of the assets we manage for you. We do have a minimum fee of $10,000 per year. We do not have an asset minimum.

There’s a lot of emotion tied up in investing. One of the primary benefits of outsourcing this particular facet of your life, is that we are not emotionally attached to your portfolio. We believe in holding a diversified portfolio of low-cost index funds. While some clients come to us with individual stocks, we will never recommend you buy an individual stock.