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.
|Firm Start Year:||1999|
|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|
|Advisory Services Provided:||Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Financial Planning for Businesses, Tax Advice and Services|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity, Health|
|Financial Organization Memberships:||American Institute of Certified Public Accountants (AICPA), Paladin Registry|
|Firm's Number of Clients:||400|
|Firm's Number of Managed Clients:||400|
|Assets Managed by Firm:||$160,000,000|
Compensation and Fees
|Compensation Methods:||Commissions, Based on Assets|
|Organization:||YMCA of Everett|
|Position :||Chairman of the Finance Committee|
|Organization:||Future Business Leaders of America, Christ Church|
|Position :||Entrepreneur Advisor|
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 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.
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.
Heather Boe Financial Planning
Scott Hyde CPA, Investment Advisor
David Rumsey CPA, Investment Advisor
Joel Maher CPA, Investment Advisor
Carolyn Breland Operations
Michelle Diers CPA, Investment Advisor
Nicole Zitnik Marketing
Jessica Powers Administration
Tracie Evans Co-Owner
|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|