Madrona Financial & CPAs Employee Directory

Financial ServicesWashington, United States11-50 Employees

Madrona Financial & CPAs operates in the financial services sector, offering integrated financial solutions that include investment management, tax strategies, retirement planning, and legacy planning. The firm emphasizes a fiduciary approach, aiming to act in clients’ best interests and provide comprehensive, coordinated financial plans that reduce the need to engage multiple providers. Its process centers on a proprietary global asset allocation framework that evaluates securities based on expected profit per dollar invested, incorporating broad data and analyst insights to develop diversified portfolios for clients. Based in Everett, Washington, the company serves individuals seeking to clarify and pursue long-term financial goals, supported by a team that extends beyond the founder and leaders to provide multi-disciplinary support. Since its founding in 1999, Madrona Financial & CPAs has grown to offer a broad suite of services intended to simplify clients’ finances and support prudent wealth management. A recent development noted in its activity includes strategic stake acquisitions in notable ETFs, reflecting ongoing portfolio management efforts. The firm operates within the professional services ecosystem that includes other financial advisory and accounting firms of varying sizes.

Sign up for free to view info

Company overview Email format