Find financial planners in Seattle

With honest, transparent, and informed guidance, we provide a tailored financial experience that supports your evolving lifestyle and nourishes your aspirations. For too long, the culture of wealth management firms has been chained to outdated ideas about women and wealth. Financial models often fail to consider what makes women different - everything

All wealth managers will help you with your investments. But you are so much more than your portfolio. You want financial security AND a full, rich life connected to the people and purposes you love. The traditional approach to providing personal financial services - focusing on investments alone at the expense of seeing the big picture - is out-of

Serving clients is a team effort. Our Seattle-based team is built with a diverse skill set in mind. Our backgrounds in investing, planning, accounting, insurance and operations allow us to work on helping clients meet their needs efficiently and effectively. We also try to make it enjoyable along the way. Aside from being a fun-loving bunch, we are

Jeri really enjoys relationships with exclusive Advisory clients, enabling them to focus on the other important issues of their lives. OEG clients know from personal experience that a well designed Estate Plan is the foundation of a successful financial plan. This site is designed to provide frequently updated economic articles, newsletters, current

Our quest as a firm is to nurture the presence of peace & joy in the lives of our clients through a holistic, intensely service-oriented and highly tailored approach-an approach that seamlessly combines the power of Comprehensive Financial Planning with the efficiency of a Coordinated Asset Management Program. We care about our clients, and we work