Madrona Financial Group: Independent thought, candid conversations, and unbiased advice

520 Pike Street Suite 985
Seattle, WA 98101
  • 206-676-6141
  • 206-624-1050

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Please feel free to contact us with any questions.

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Money, if it does not bring you happiness, will at least help you be miserable in comfort--Helen Gurley Brown

If you are at this site because you heard an ad on the radio, this is a different company.  However, I welcome the opportunity to talk with you to discover the benefit of working with me.

Initially planning to be a group, Madrona Financial Group is a one person show. I formed it provide financial planning, wealth management and insurance protection strategies for everyone at a fair price.  In fact, my fees are as low or in many cases lower than many roboadvisers.  With me you get a personal touch with individual thought and analysis.  The long term goal is to keep the number of individual clients  to 100 households or less in order to maintain a certain level of service.  I am currently accepting new clients.