Firm Overview

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White Raven Financial
Helping Clients Throughout the Years

White Raven Financial Team 2021

Our team at White Raven Financial is not your typical financial advisory firm. Here are a few things that we do differently:

White Raven Financial is an independent, trust-based, fee-only Registered Investment Advisor (RIA) located on the beautiful Stump Farm.

As an independent RIA we are not beholden to a specific carrier or parent organization such as brokers, banks, or insurance companies. As fee-only advisors, we are compensated only by our clients not by earning commissions on product sales , referrals, or accepting gifts. In addition, Diane and Brett are CERTIFIED FINANCIAL PLANNER™ professionals whereby they swear to uphold a fiduciary standard. What does it mean to be a fiduciary? It means that we are legally sworn and obligated to always place the interests of our clients ahead of our own.

We are a dynamic team which allows us to provide advice to a wide spectrum of those seeking financial guidance. Whether you’re just getting started with your career or you’re planning on retiring soon – we have the knowledge and tools to help you along the way.

We understand the importance of investing in companies that provide social and environmental good. Our focus on sustainable, responsible, and impact investing helps us manage your investments that closely align with your own personal values and interests.

Why go about it alone when you can have a dedicated, knowledgeable team who focuses on YOU. Come visit us at our majestic office setting and experience the difference.

Invest with Vision & Setup an Actionable Financial Plan!

Call Our Office Today to Schedule a Consultation with a Financial Advisor that cares.

Meet Our Team

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. Being independent frees us from being affiliated to any broker, bank, or insurance company. As fee-only advisors, we are compensated only by our clients not by earning commissions on product sales , referrals, or accepting gifts.

Diane Jochimsen

President/Financial Advisor

“Details matter” was an early lesson impressed upon Diane when asked by her father to double-check the numbers in the business ledger for the family dairy farm as a teenager.

Meet Diane ➛

Brett Lathrup

Financial Advisor

“A ship in harbor is safe, but that is not what ships are built for.” Brett’s unquenching thirst for knowledge and helping to make financial planning “fun” stands him apart from the crowd.

Meet Brett ➛

Kris Jochimsen

Marketing/Business Support

Kris brings a global perspective to the business and is proud to work for a company that has embraced the challenge of specializing in SRI – sustainable, responsible, impact investing and financial planning.

Meet Kris ➛

Austin Hunt

Client Outreach

Austin helps White Raven Financial by promoting a positive, refreshing experience with the “digital face” of the business.

Meet Austin ➛

Tu

Greeter

Hello, my name is Clovelly Mon Petit Garson Tu de Glory. I am a pure breed English Springer Spaniel with a very long French name.

Meet Tu ➛

We Walk the Talk
We Welcome You to the Stump Farm

The Stump Farm

Here at White Raven Financial we believe in stewardship and taking care of this beautiful planet that we all get to call home. Not only do we offer socially responsible investing, we walk the talk. Come 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.

The Stump Farm’s mission is to be a knowledgeable resource for native plants. By planting, propagating and nurturing the native plants on our acreage, we hope to provide guests to the Stump Farm with an appreciation for the beauty that nature provides and enhance their knowledge of NorthWest silvaculture. We have a vision…our vision is to grow old and watch the small trees that we have planted become a forest.

For those that visit, we hope that our wikiup provides you serenity, a trip across our ‘Bridge Over Troubled Waters’ and a walk through our burgeoning forest.