The 5 Point Difference
We are an independent financial planning and wealth management firm located in Bothell, Washington. We have access to an expansive assortment of investments and planning tools, as we are not captive to any one financial institution. Our experienced team members provide our clients with high quality investment portfolios and services. By working with our broker-dealer, KMS Financial Services, Inc., we are free to provide you with the investment options, services, and guidance that are most beneficial to helping you achieve your personal financial goals – free of bias or conflicts of interest.
We recognize that there is an unmistakable variance between providing professional investment advice and selling products. Acting in the best interest of our clients is always a top priority for us. We are fiduciaries.
Having our roots planted in the greater Seattle area, we understand the industries that drive the Pacific Northwest and the superior talent that makes it all possible. We are honored to have an extensive history of helping current and former employees of the technology and aerospace industries, and local business owners with their financial goals.