Madrona Financial Services, LLC | Financial Advisor in Everett ,WA

2911 Bond Street, Suite #200
Everett, WA 98201
Phone: (425) 212-3777

Looking Forward


About

Madrona Financial Services is an independent, fee-based
comprehensive wealth management firm. We distinguish ourselves
in the following ways: Allegiance to Our Clients: As a
Registered Investment Advisor, it is our legal fiduciary duty
to always act in the best interest of our clients. Therefore,
we do not charge hidden fees, we are not paid based on up-
front mutual fund commissions, and we have the freedom to
select the proper investment strategies for our clients.
Breadth of Service: Through our affiliation with Bauer Evans,
CPA and National Advisors Trust we are able to provide expert
services to our clients including: Investment Management,
Retirement Planning, Personal Accounting, Business Accounting,
Trust and Estate Services, Pension and 401(k) Management
Integrated Planning: Our breadth of services allows us to
develop and maintain a cohesive, integrated planning for your
financial future. We take a balanced approach to financial
planning. We diligently assess the goals and needs of our
clients and build a personalized plan that balances growth,
protection and liquidity, and guaranteed income to help meet
the challenges of today's retirees.

19 Years of Experience



General Information
Firm Start Year:   1999
No.of Employees:   10-19
Insurance License#:   WA Insurance # 240139
Name of Custodial Firm:   Fidelity, TD Ameritrade & Schwab
States Licensed in:   WA,CA,OR
Number of Years with Current Firm:   19


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Annuity , Health
Financial Organization Memberships:   Paladin Registry , American Institute of Certified Public Accountants (AICPA)


Firm Information
Firm's Number of Clients:   400
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $160,000,000


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Commissions , Based on Assets


Board Positions
Organization:  YMCA of Everett
Position :  Chairman of the Finance Committee
Organization:  Future Business Leaders of America, Christ Church
Position :  Entrepreneur Advisor


FAQs

  • Do you have a customer satisfaction or refund policy? We do not offer a refund policy because we do not work under contract and do not collect a flat fee for services. Our fees are based on assets under management and clients are able to move money elsewhere if they are not completely satisfied.
  • What are your qualifications? What is your education background? I have had the opportunity to be a CPA since 1986, a Wealth Manager since 1999, a Personal Financial Specialist since 2001, and an ETF Portfolio Manager since 2011. This unique breadth of experience coupled with the highly qualified team around me allows us to provide expertise across a breadth of services.
  • What is your approach to financial planning? We take a balanced approach to financial planning. We diligently assess the goals and needs of our clients and build a personalized plan that balances growth, protection and liquidity, and guaranteed income to help meet the challenges of today's retiree.
  • What services do you offer? Through our affiliation with Bauer Evans, Inc. P.S., and National Advisors Trust we are able to service our clients complete financial future. At Madrona Financial, we offer our clients: Investment Management, Retirement Planning, Personal Accounting, Business Accounting, Trust and Estate Services, and Pension and 401(k) Management.
  • How many clients do you currently manage? 400
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DISCLAIMER

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an as is basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

Brian Evans, CPA/PFS

Brian Evans, CPA/PFS

CPA, PFS

Biography


Brian founded Madrona Financial in 1999 as a Registered
Investment Advisor Representative. He continues to serve as Wealth Manager and chairs the Investment Committee. As the owner, he is also actively involved in a managerial and operational role.

Brian's career began in accounting upon completion of his
bachelor's degree from Washington State University, where he
graduated Summa Cum Laude. Following graduation he earned his CPA designation and eventually became owner of Bauer Evans, Inc. P.S.

Over the years as a CPA, he developed expertise in personal and business tax, estate and trust planning. Brian became interested in finance, seeing the financial world through the eyes of a CPA, founding Madrona Financial in 1999. He continues to
maintain his role at Bauer Evans as President of the Company and
also serves as Portfolio Manager for the Madrona Funds.

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My Services


Financial Advice & Consulting

We utilize a method of valuation-based money management that prioritizes our deeply rooted principles of broad-market investing and tax-efficiency, accounting for growth, being forward-looking and price-conscious.


Financial Planning for Individuals

We take a balanced approach to financial planning. We diligently asses the goals and needs of our clients and build a personalized plan that balances growth, protection and liquidity, and guaranteed income to help meet the challenges of today's retiree.


Financial Planning for Businesses

We provide the following financial and accounting services to businesses: Internal Financial Statements, Quickbooks Reconciliation and Management Reports, Tax Compliance & Planning, Business & Payroll Tax Filings, Federal & State Tax Returns, and Retirement Plan Consulting.


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My Team


Heather Boe
Heather Boe

Financial Planning

Heather works in our main office located in Everett, WA. She specializes in financial planning which includes working with our clients to prepare and analyze comprehensive financial plans. She also helps to manage our insurance division and enjoys assisting clients through this process. Heather serves as a member on the Madrona Financial Investment Committee. Heather graduated with her BA in Business Administration with concentrations in Accounting and Finance. She graduated Summa Cum Laude in the top 0.5% of her class with an overall GPA of 3.98. She was named Valedictorian of the Business Program class of 2011. Upon graduation she joined the Madrona team full-time.


Scott Hyde
Scott Hyde

CPA, Investment Advisor

Scott is a tax manager in the Everett office. He has 30 years of experience and enjoys working with individuals and business owners representing their best interest. His experience includes tax planning and preparation, financial statements, accounting systems, and business management. He has served on the board of the Mukilteo Chamber of Commerce, Mukilteo YMCA, and worked with a various other non-profit organizations. He is a lifelong resident of the Northwest and lives in Mukilteo with his wife Cheryl. After raising their four children He now enjoys golf, sports, history, his yard and barbecue.


David Rumsey
David Rumsey

CPA, Investment Advisor

Dave Rumsey works in our Everett office as a CPA and an investment advisor representative. He prepares both individual and business taxes. He particularly enjoys consulting with his clients in areas of wealth management, tax saving opportunities, business operations and overall providing peace of mind to his clients. David graduated from Western Washington University with a degree in Accounting. He is a member of Rotary International and a Paul Harris fellow. He enjoys spending time with his daughter Kalli, along with playing and watching sports, crossfit, learning, and cooking.


Communities Served

Arlington Bellevue
Bothell Clinton
Conway Coupeville
Edmonds Everett
Freeland Granite Falls
Greenbank Hansville
Indianola Kenmore
Kingston Kirkland
Lake Stevens Langley
Lynnwood Marysville
Medina Monroe
Mountlake Terrace Mukilteo
Nordland Port Gamble
Port Ludlow Poulsbo
Redmond Seattle
Snohomish Stanwood
Suquamish Woodinville
Tacoma

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

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