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Find Your Advisor

Answer the questions below to help us
find the perfect advisor for you.




Where are you located?

Seattle
San Francisco
Bay Area
Other

How much do you plan to invest in your portfolio?

< $500K
$500K - $2M
$2M - $5M
$5M - $10M
$10M - $15M
$15M +

Are you experiencing any of these life changes?

Retirement
Divorce
Death of a Spouse
Selling a Business
Inheritance
Not Applicable

Which best describes your financial goals?

Retire Well
Business Succession
Pay for an Education
Leave a Legacy
Invest Responsibly
Stock Option Planning
Other
See your results




Bill Bockwoldt
MBA, CFP®

Advisor, Principal

B. Kelly Keydel
CFP®, MBA, CDFA®

Advisor, Principal

M. Zach Mangels
MSFP, CFP®

Advisor, Principal

Justin deTray
CFP®

Advisor, Principal

Chip Pyfer
JD, CFP®

Advisor, Principal

Julie A. Back
CFP®

Advisor, Principal

Lisa Peters
CFP®, CDFA®

Advisor, Principal