We are an independent, client centered, financial services firm located in Redmond, Washington. 

We are proud to work with a diverse clientele, from individuals and families to small business owners and professionals, with the goal of addressing a wide range of financial needs.  Most of our clients live and work on the west coast of the US.

While we offer a wide range of financial services, we specialize in comprehensive fee-based financial planning for clients who want a full-service, ongoing relationship with a credentialed, principled Certified Financial Planner™.

Nevis Financial

This department manages office operations and oversees IT system analysis and support.

Nevis Financial

Org chart

Teams

Operations and IT

Offices

Nevis Financial

Org chart

Teams

Operations and IT

Offices

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