Kirkland Financial Advisers

Kirkland Financial Advisers is a financial planner in Kirkland, WA. The firm provides personal, detailed financial guidance through a comprehensive planning and management process designed to help clients prepare for future life stages. Their services include planning, investing, and insurance expertise, and they serve individuals looking for long-term financial readiness.

The firm operates with a philosophy centered on simplicity and realism, focusing on long-term economic cycles and calculated risks rather than temporary investment fads. Established in 1998 as a partnership between Tim Bovey and Shaun Dean, the practice has grown through various economic shifts, including the dotcom downturn and the 2007-2009 recession. The team includes investment adviser representatives such as Chuck Scheinbaum and Bryan Halicki. To provide flexibility in managing client assets, the firm utilizes investment platforms from organizations such as Charles Schwab and Fidelity. Clients can expect a process that begins with a discussion of their specific goals, followed by the provision of written recommendations.

Kirkland Financial Advisers is located on Market St in Kirkland.

The firm is recognized for providing thorough and well-documented information to its clients. Their commitment to transparency and detailed service helps them maintain a professional standing within the financial planning category.

Kirkland Financial Advisers provides dedicated financial planning and investment management services to the Kirkland community.