Madrona Financial Services was founded in 1999 to provide financial expertise that is thorough, transparent and unique, while acting in their clients’ best interest as a fiduciary. This fiduciary capacity is not new to our CEO and Chief Investment Officer, Brian Evans, as he has met this standard since beginning his professional career as a CPA more than 30 years ago. Today, Madrona has grown to include over 30 support staff working together to help you invest in your future, simplify your life and prosper. This is The Madrona Way and this is why we exist.

The process behind the Madrona Way begins with our proprietary global asset allocation strategy, which actively evaluates securities based on anticipated profit per dollar invested. By analyzing and researching vast amounts of reports and data, including the consensus estimates of approximately 670 analysts, we create sophisticated and diversified portfolios that factor in debt, price-to-earnings ratios and expected growth of earnings, which we use to advise you how to best achieve your financial goals.

We have the experience and the resources to help you realize your dreams. By taking advantage of our integrated financial solutions, which include investment management, tax strategies, retirement and legacy planning, our clients leave our offices with truly comprehensive financial plans that remove the stress of coordinating between several firms and offer the confidence of knowing that all of their finances are managed strategically. At Madrona Financial Services, we pride ourselves on an unparalleled level of client service and appreciate the opportunity to help make your financial ambitions a reality.

Madrona Financial & CPAs

Org chart

Teams

Offices

Madrona Financial & CPAs

Org chart

Teams

Offices

Related companies