We bring peace of mind to your financial future. Through our holistic approach to asset allocation, we help our clients achieve their goals and target lifestyle.


Our Mission

At Cascadia we use a fee-only management model, meaning that our sole priority is to do what's in our clients' best interests. This fiduciary standard is of utmost importance to us.  In an effort to improve investment results, Cascadia keeps its management fees below industry norms. With no commissions or back-door expenses, our professional relationship to our clients is honest and transparent. Regular plan reviews and easy-to-understand reports keep things simple, clear, and straightforward. We value our relationships with our clients and rapidly respond to client concerns and requests of all types, providing our personal contact information to all our clients.