YOUR WEALTH TEAM

Matt Beyer, CFP®

Matt began his career in the financial services industry in 1997 and is now a Certified Financial Planner® working in our Mountlake Terrace office where he reviews and executes all aspects of financial plans, including investments, insurance, retirement and education planning, taxation, and estate planning. He has always been extremely committed to his clients, and “joined Madrona Financial Services specifically because of the organization’s commitment to do what’s best for the client at all times. You’ve got to listen very carefully. When clients leave my office, I want them to know they’ve been clearly understood and that I will do everything in my power to help them pursue their goals.

”Matt graduated with a Bachelor of Science degree in Business Administration with an emphasis in finance from Central Washington University. He is also a former board member of the Lutheran Volunteer Corps and is involved with animal care organizations. When not advising clients, Matt enjoys spending time with his wife exploring Washington State and taking in as many live music performances as possible. An avid Seahawk fan, he spends at least 16 Sundays each Fall rooting for the home team!

“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.

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