Little Random Moments Shaping Our Lives
It all started with maple syrup and an angel ornament made from a gourd. But first, one needs a bit of background: [A brother in Wisconsin has a maple syrup…
Welcome to White Raven Financial
Fee-Only Financial Advisors Based in Washington State
White Raven Financial is a Nationwide fee-only financial advisory firm based in Washington State that offers investment management, wealth management, retirement planning, financial planning, and socially responsible investing across the nation. We are paid directly by you, the client, on a transparent and prearranged 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.
We love working with new clients and invite you to reach out.
Invest with Vision & Setup an Actionable Financial Plan!
Call Our Office Today to Schedule a Consultation with a Financial Advisor that cares.
Our financial team has experience handling a wide variety of investment matters.
Let us know how we can help.
Our Services Include, But Are Not Limited To:
Meet Our Advisors
Our team at White Raven Financial is not your typical financial advisory firm.
White Raven Financial is an independent, trust-based, fee-only Registered Investment Advisor (RIA) located on the beautiful Stump Farm in Arlington, WA. Being independent frees us from being affiliated to any broker, bank, or insurance company. As fee-only financial advisors, we are compensated only by our clients not by earning commissions on product sales , referrals, or accepting gifts.
5 Reasons People Choose White Raven Financial
We Are Fiduciaries
The team at White Raven Financial operate as fiduciaries; always striving to act in your best interest. What does it mean to be a fiduciary? It means that we obligate ourselves to always place the interests of our clients ahead of our own.
Our People
We are an experienced and dynamic team which can allow us to provide advice on a wide spectrum of financial topics for those seeking financial guidance.
Fee-Only Financial Advising
White Raven Financial is a fee-only financial advisor 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.
Socially Responsible
We walk the talk; take a visit around the Stump Farm to see the trees that have been planted for future generations, the pesticide free vegetable garden and the wiggly worm bin that eats leftovers and makes compost.
Satisfaction
We enjoy the work we do, the field that we are in and the people we work with each day.
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.”
Giving Back
Each and every person at White Raven Financial believes in our community. We focus on giving back where we can.
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.
Our Blog
Our Bird’s-eye View & Deep Thoughts on Finances
How Socially Responsible Investing (SRI) Works in 2021
What does Socially Responsible Investing (SRI) mean in the year 2021? Socially responsible investing has been a term used for investment portfolios that exclude organizations or companies based on particular exclusion…
What is Your Superpower?
It is late in the evening and my phone chimes to notify me that a text has arrived from a close friend. It is unusual for my friend to text…
