Investment management does not have to be complicated to achieve the best results. It starts with your goals, time horizon, and risk tolerance and ends with a financial plan that mitigates your exposure to risk, minimizes your tax liability, and maximizes your potential returns. At Madrona Financial Services, we pride ourselves on taking the time to educate every client on the options available to them so that you have the opportunity to understand the big picture and make educated investment decisions with our personalized guidance.
We are different from most other financial advisors you’ve met with before. Our sister company, Madrona Funds, LLC, actively manages three exchange‐traded funds that invest in domestic equities (FWDD), international equities (FWDI), and bonds from around the globe (FWDB). We also thoroughly understand the tax implications of any recommendation we make, as we have employees who are currently CPAs on staff. Our clients know first‐hand that it’s not only about how much you make, but how much you keep.
If you are looking for security and performance for your investments, please complete the form on this page to receive our investment management guide, absolutely free. Our friendly and knowledgeable staff are also standing by at our offices to take your call if you would like to request a complimentary meeting to discuss your financial plan. It’s quick, it’s easy, and costs you nothing to see for yourself if we can improve your investment strategy. We look forward to helping you invest in your future.