Mission Statement

As the leading financial advisor in Seattle, we have a mission statement as a firm to ensure that all clients are treated with the same level of importance and safety. We also treat our client’s money as if it were our own. Safety and risk management is key over profits, as we passionately believe that any profit is better than a loss. The economy can be fickle, which is why we are consistently protecting our clients from negative movements.

Our Commitment

Financial Advisor Seattle strives to bring every client the highest quality financial advisor and planning services, and we are consistently improving our own knowledge and expertise to do so. We provide the same level of focus and commitment to clients old and new. We do this alongside a world-class level of customer service, so you can be assured that we are always at your disposal. An increase in wealth for ourselves and our clients is the key to ensuring a financially healthy relationship.

Financial Advisor Seattle also has a commitment to fight for the betterment – financially and otherwise – of Seattle and Washington as a whole. Alongside our clients and own firms’ growth, we want to continue giving back into the community for everyone to thrive.