Discover comprehensive financial and tax solutions from a team of professionals that may be able to help you get more out of your hard-earned money.
Our CPAs work with our advisors so you can be more proactive with your taxes and accounting strategies.
“I’m not sure when or how I can retire comfortably.”
"My CPA only files my return, even though I ask for more."
“I’m stuck because I don’t want to pay the big tax bill.”
"My CPA and advisor contradict each other."
“The market makes me uncomfortable.”
“I don’t know the right questions to ask.”
“My spouse says we’re fine, but I’m still unsure.”
“I’m just going to work as long as I can…”
“I don’t know where to start…”
Our advisors are held to the fiduciary standard. That means they are legally bound to do what is in your best interest. Their primary focus is on you and what you want.
Our CPAs are trained in proactive comprehensive tax planning. Once you become a client of Madrona Financial, you’ll be able to work with our CPAs as needed.
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How to Prepare for a 30+ Year Retirement
Learn the Rules to Sustain Wealth
Think All You Need Is Income? Wrong!
How to Sustain Your Wealth, Even in a Crash
The Truth About Tax Planning
Discover What Lifestyle Planning Actually Is
All You Need Is a Good Portfolio, Right? WRONG!
Why Your Advisor May Not Be Enough
BONUS: Exclusive Access to the Growing You Wealth Newsletter
Everett, WA 98201
Phone: 1 (844) MADRONA
Phone: 1 (844) MADRONA
Park City, Utah 84098
Phone: 1 (844) MADRONA
Tacoma, WA 98402
Phone: 1 (844) MADRONA
Bellevue, WA 98004
Phone: 1 (844) MADRONA
Cottonwood Heights, UT 84121
Phone: 1 (844) MADRONA