We take pride in developing long-lasting, meaningful client relationships. Our personal service and close working relationships serve as the cornerstone of our practice.
We recognize that financial planning is a long-term process that requires us to get to know you.
As a Financial Advisor for Washington Wealth Advisors, Jane provides state-of-the-art financial planning services to WWA’s Annual Financial...
As an Associate Financial Advisor, Ann ensures our clients receive timely and personal service at all stages of their financial lifecycle. She...
Alexandra (Alex) Devereaux joined Washington Wealth Advisors as a Client Relationship Coordinator, supporting Maura’s clients. In her role,...
As Director of Client Engagement for Washington Wealth Advisors, Suzanne collaborates with managing partners to develop a wide range of client...
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In everything that we do, we keep our client's best interests at the forefront of our advice.
We are fiduciaries.
By Todd I. Youngdahl, CFP®
If you’ve spent any time researching financial advisors, you’ve probably come across the term Fee-Only. It’s used to describe registered investment advisors, and it’s one of the best words you can hear when searching for a financial expert.
But what does it mean? And why is it important when you are evaluating financial advisors?
Today we’ll address what it means to be a fee-only financial advisor—and why we at Washington Wealth Advisors pride ourselves on this one little phrase.
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By Todd I.Youngdahl, CFP® and Maura C. Schauss, CFP®
On the whole, Americans are woefully unprepared for retirement. (1) With wages not increasing as quickly as living costs, many people are unable to save as much as they’d like and face a lower standard of living in retirement. Policy-makers and employers have noticed this crisis and have now taken the first step to help retirees manage their money and pre-retirees plan ahead.
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