We built this practice around one idea: the people of Renton deserve financial advice from someone who understands this city, sits down with them face to face, and is legally obligated to put their interests first.
Too many people meet with a "financial advisor" and walk away having been sold an annuity or a mutual fund before anyone asked what they were actually trying to accomplish. We do it the other way around. Every relationship starts with a full picture of your income, expenses, debt, insurance, and goals. Only after that plan is built do we talk about the specific accounts and investments that support it.
As a fiduciary, we're held to a legal standard that requires recommendations to be in your best interest — not merely "suitable," and not driven by which product pays the highest commission. That distinction matters more than almost anything else you'll evaluate when choosing an advisor, and we're glad to explain exactly what it means for your account before you ever sign anything.
Our client base reflects the community: Boeing engineers and machinists navigating pensions, 401(k)s, and stock compensation; nurses and administrators from Valley Medical Center, Providence, and Kaiser Permanente balancing shift income and benefits elections; small business owners along Sunset Boulevard, Rainier Avenue, and in The Landing managing cash flow and their own retirement; and families throughout Kennydale, the Highlands, Benson Hill, Talbot, and Fairwood planning for college, home equity decisions, and eventual retirement.
Whether you're twenty years from retirement or twenty months away, whether you have a simple 401(k) or a complicated mix of RSUs, rental property, and a small business, the process starts the same way: an honest conversation about where you stand today.
Every recommendation is required by law to be in your best interest, not simply "suitable." We disclose how we're compensated in plain language, up front.
We don't lead with an investment pitch. We lead with your goals, your risk tolerance, and your timeline, then build the plan that supports them.
You should never leave a meeting more confused than when you arrived. If a concept can't be explained simply, we haven't finished explaining it.
We live and work in this community. Our reputation here depends on doing right by every client we sit across the table from, not a national brand.
A financial plan isn't a one-time document. We meet regularly to adjust for new tax law, market conditions, and changes in your own life.
You'll always know exactly what you're paying and why, with no hidden loads or surprise charges buried in the fine print.
The first conversation costs nothing and comes with no obligation.
Prefer to talk? Call (509) 631-6123