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About Us

Great Advice for Great People


We Love What We Do

Work with a team of professionals that truly enjoy their work, approaching it with a set of values that we hope resonates with you.

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Why Work With Us

With a flexible service model centered on financial planning, we provide solutions for individuals, families, non-profits, and small businesses in ways that truly meet client needs.

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Meet The Team 
Clarity. Confidence. Care.

Meet our team of professionals that are ready to deliver care for you in ways that bring clarity and confidence to your financial life.

Andrew Barfoot

Andrew Barfoot, CFP®

COO, Financial Advisor

(206) 623-6722

Bill Reece

Bill Reece, AAMS®

SVP, Financial Advisor

(206) 775-8115

Christopher Featherstone

Christopher Featherstone, CFP®, ChFC

Principal

(206) 623-6722

Jeffrey Mullen

Jeffrey Mullen

Principal

(206) 623-6722

OUR RESOURCE LIBRARY 
Let's Learn Together

One of our values is curiosity. We never want to stop learning and unlocking new ways of seeing and thinking. Below are links to resources we’ve developed to help you explore and understand key financial planning concepts. Keep checking back often for more!

Good estate tax planning just became more valuable in Washington

Good estate tax planning just became more valuable in Washington

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Cash allocations as the Fed ponders rate cuts

Cash allocations as the Fed ponders rate cuts

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Understanding the 10-yr rule on Inherited IRAs (Non-spouse beneficiaries)

Understanding the 10-yr rule on Inherited IRAs (Non-spouse beneficiaries)

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Access All Financial Planning Briefings

Let's Create Something Great

It all starts with a conversation. Let’s get to know each other and see if we can be a great fit for your needs.

Let's Get Started