Madrona Financial Services, LLC Relationship Summary

1 (844) MADRONA

Introducing Madrona Financial and CPAs'

HISTORY & TEAM

Why we believe it takes a team to properly manage wealth.

What do your want your money to do for you?

Our journey began with a vision in 1989: Bob Bauer, CPA, had a goal of providing top-notch tax services while serving as a trusted practitioner who believed in and genuinely cared for his clients. In two short years, with the addition of Brian Evans, CPA/PFS, we evolved into Madrona CPAs—a thriving accounting firm based in Snohomish County, Washington. Brian’s venture into investments led to the birth of Madrona Financial Services in 1999, and today, we stand as a beacon of financial expertise.

At Madrona Financial & CPAs, we go beyond the traditional—managing wealth, offering tax services, and embracing a fiduciary standard that puts our clients first. Our comprehensive suite includes asset protection, guaranteed lifetime cash flow products, estate planning, social security optimization, real estate, and advanced strategies for high-net-worth individuals.

We believe that true wealth encompasses more than just financial assets. It’s about having enough time, love, friends, and purpose to live a fulfilling life. Our approach to wealth management is holistic, focusing not only on growing and preserving your financial resources but also on helping you cultivate a life rich in experiences, relationships, and meaning.

With over 30 employees across six offices, we carry forward the core values instilled by our founders, ensuring that high-quality client service remains at the heart of what we do. Our team is dedicated to understanding your unique needs and aspirations, and we work tirelessly to help you achieve your vision of a wealthy life—one that balances financial security with personal growth and happiness.

As we continue to grow and evolve, we remain committed to our founding principles of trust, care, and expertise. We invite you to join us on this journey as we help you navigate the complexities of financial planning and wealth management and empower you to live a life of true abundance.

THE MADRONA DIFFERENCE

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.