The Madrona Difference

Who You Work With Matters…

Would you have a brain surgeon work on your knee? Probably not. Even though a brain surgeon may have more training than any other medical professional, they are not trained on the knee. It is essential that your wealth is managed and supported by the right professionals.

When it comes to wealth management, there’s a good chance you’ll need support from investment professionals (advisors), insurance professionals (agents), tax professionals (CPAs), and estate professionals (attorneys).

Too often, one professional will try to ‘help” you in the other areas, even if their training is limited. This shortcut often comes at a cost to you.

Madrona Financial employs these professionals in-house so that you have the right team working together for your benefit.

Click “Get Started” and see what Mardona Financial can do for you.

The Fiduciary Standard

We are held to the fiduciary standard. That means we are legally bound to do what is in your best interest. When you work with Madrona Planning, you’ll be working with advisors who strive to do what’s best for you.

We Are Independent

All of our professionals have the freedom to recommend any investment to you, as long as it is in your best interest. No one owns us or can tell us what we can and cannot offer.

We Are Advisors & CPAs

We are trained advisors and CPAs who bring additional depth into your planning. Because of the additional accreditations among our team, we can offer more insight, services, and support than most financial planning practices.

We Are Rooted To Sustain

We believe that in order to sustain yourself and your wealth, you must be rooted in the 7 areas that sustain wealth. They are Lifestyle Planning, Growth Planning, Protection Planning, Tax Planning, Healthcare Planning, Gifting Planning, and Legacy Planning. All of our plans receive an in-depth analysis on all 7 areas so that you can sustain yourself and your wealth. 

We Are Full-Service

We offer full-service support, which includes comprehensive planning, asset management, tax planning, and more.

7 Steps to a Successful Retirement

How to Confirm Your Retirement Is Designed to Support the Quality of Life You Want for 30+ Years

7 Essential Steps to Take Before You Retire

How to Prepare for a 30+ Year Retirement

Learn the Rules to Sustain Wealth

Think All You Need Is Income? Wrong!

How to Sustain Your Wealth, Even in a Crash

The Truth About Tax Planning

Discover What Lifestyle Planning Actually Is

All You Need Is a Good Portfolio, Right? WRONG!

Why Your Advisor May Not Be Enough

BONUS: Exclusive Access to the Growing You Wealth Newsletter