You've worked hard to get where you are...

Are you leaving money on the table because of what you didn't know?

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.

As Seen On

The Right Questions To The Right People

Instead of looking for a "jack of all trades," consider working with a team of specialized financial and tax professionals.

Planning and Investment Services

Our advisors work with our CPAs as they help you create a comprehensive plan and custom portfolio.

Tax, Accounting, and Bookkeeping Services

Our CPAs work with our advisors so you can be more proactive with your taxes and accounting strategies.

Many People Want More Planning and Strategy from Their Tax and Financial Professionals

It's not necessarily about how much you have. It's about what you do with what you have.

DOES THIS SOUND FAMILIAR?

  • “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…”

If you answered yes to any of these statements, then Madrona may be right for you. Get more from a team of financial and tax professionals who may be able to help you get more out of your money.

Click “Let's Talk” for a conversational wealth analysis that can show you what you might be missing and what you could do instead to potentially get more out of your hard-earned money.

We believe it takes a team of tax, investment, and insurance professionals to help you get more.

Comprehensive Planning

Our team is trained to conduct comprehensive planning without the confusing jargon.

Strategic Collaboration

Our Advisors and CPAs work together to help you potentially get more out of your hard-earned money.

Fiduciary Responsibility

We hold our advisors and CPAs to the fiduciary standard and put your interest ahead of our own.

Click "Let's Talk" below to request a call and learn more about what comprehensive planning with strategy collaboration could do for you. The purpose of the call is to understand what you want so we can determine the best way to proceed, whether that means tax only services, investment only services, or a combination between the two.

“Wealth is the ability to fully experience life”

Henry David Thoreau

The Madrona Difference

Advisors + CPAs + EI = Peace Of Mind

We believe it takes a team of professionals to manage wealth properly. Instead of looking for a “jack of all trades”, consider a specialized team, trained in emotional intelligences, that works together in harmony as they plan and manage your wealth so you can enjoy the quality of life you’ve always wanted to enjoy.

Our Advisors

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

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.

How To Get Started

Get your Madrona Wealth Plan in three easy steps

Let's Talk

Click the button “Let's Talk” so we can understand what you want, why you want it, and if it makes sense to proceed or not. It's OK if we are not a fit.

Conduct Analysis

Connect with a CPA or ab advisor for a conversational analysis. The purpose is to review your current situation and to understand what could be done.

Determine How to Proceed

Once you complete the conversational analysis and understand your proactive options, we'll invite you to decide how you want to proceed.

7 Steps to a Successful Retirement

How to Confirm Your Retirement Is Designed to Support the Quality of Life You Want for 30+ Years

  • 7 Essential Steps to Take Before You Retire

  • 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

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Bellevue Office

050 112th Ave NE Suite 130

Bellevue, WA 98004

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

Copyright ©2024 Madrona Financial. All rights reserved.