Develop a Plan
Guiding you through the steps to help you reach your financial and life goals.
Welcome to White Raven Financial
As an investor, you deserve one-on-one attention with the guidance and support you need. Our mission is to be a knowledgeable and ethical strength within the financial services field. By staying up-to-date with changes and trends in the industry, we can continue to evolve our practice for your benefit. We are excited by the sustainable investment space. White Raven Financial operates as a fiduciary, striving to act in your best interest.
Whether you’re an individual investor or a small business, we’ll provide you with the most up-to-date information and analysis so you can make informed choices to enhance your financial growth and stability.
Fee-Only Financial Advising
White Raven Financial is a fee-only firm that offers investment management, wealth management, retirement planning, financial planning, and socially responsible investing. We are paid directly by you, the client, on a transparent and pre-arranged payment plan.
Depending on your needs, our services can include hourly consulting for a specific question, modular planning, a comprehensive financial plan, and/or investment management. For more information regarding our services and our fee structure, please review our ADV.
Invest with Vision
“We take the time to listen to your dreams, goals, and values. Each retirement or financial plan is personalized to you, with the goal of guiding you towards a comfortable and solid financial future.”
Socially Responsible Investing
In addition to traditional portfolios, White Raven Financial offers Social Responsible Investing (SRI) / Environment Social and Governance (ESG) portfolios. Helping you align your money with your values.
We walk the talk; take a visit around the Stump Farm to see our worm bin, our pesticide free vegetable garden and the trees that have been planted for future generations.
White Raven Financial Gives Back
At our annual wreath making event that is offered to clients, friends and family, participants are asked to bring a donation to the local food bank. In the years past, we have averaged over 75 pounds of non-perishable food and personal health items. In addition, the owners of White Raven Financial support The State Parks Foundation, Sno-Isle Libraries Foundation, Meals on Wheels, and other charities.
