Brian's Firms
Madrona Financial Services, LLC
is an independent, fee-based comprehensive wealth management firm providing "One Vision for Your Financial Future." We distinguish ourselves in the following ways:
One Team- Because of our affiliation with Bauer Evans, CPA and National Advisors Trust we are able to service our clients complete financial future.
One Allegiance- As a Registered Investment Advisor, it is our legal fiduciary duty to always act in the best interest of our clients. Therefore, we do not charge hidden fees, we are not paid based on up-front mutual fund commissions and we have the freedom to select the proper investment strategies for our clients.
One Integrated Plan- Our breadth of services allows us to develop and maintain a cohesive, integrated plan for your financial future. With the use of our proprietary Life and Legacy Planner, we help our clients bring order to their financial, familial and final affairs by setting and tracking goals, putting the necessary legal documents in place, preparing for retirement, succession planning and sharing final wishes in order leave a lasting legacy for their families.
Bauer Evans, Inc. P.S.,
is a CPA firm whose services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, real estate and business sales. Bauer Evans provides outstanding service to our clients because of our dedication to the three underlying principles:
Professionalism- By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff are the reason that we stand out from the competition. We make sure that every client is served by the expertise of our whole firm.
Responsiveness- Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and non-profits.
Quality- Our primary goal as a trusted advisor is to provide insightful advice to enable our clients to make informed financial decisions.
Madrona Funds, LLC
is the sub-advisor of a family of actively managed broad-based Exchange Traded Funds (ETFs). The funds were formed as an alternative to the traditional market capitalization philosophy.
Madrona Domestic (FWDD)- up to 500 of the largest U.S. traded equity securities. Consensus analyst estimates of the present value of future expected earnings relative to the share price of each security are then used to determine the proper weight of each investment.
Madrona International (FWDI)- a portfolio of at least 250 of the largest American Depositary Receipts (ADRs) from among the largest issuers of Europe, Australasia, the Far East (EAFE) and Canada. FWDI’s portfolio also includes ADRs that provide exposure to certain markets deemed to be emerging markets.
Madrona Global Bond (FWDB)- invests in other ETFs to create a diversified bond fund. FWDB invests in at least 12 distinct global bond classes that cover the entire global investable bond universe. Once the ETF investments are selected, we use historical yield curve analysis to determine the weight of each.
