Looking For a Financial Advisor

[Mike Cleveland]

Greetings, 

My wife and I are coming up on a time of transition in our lives, from full time employment to investing in notes, funds, etc. 

We are looking for a financial advisor, fee only, who is familiar with using self-directed IRA, mortgage notes, crowd-funding and retirement. We are trying to mesh our investing with our retirement plan and just need to have someone who can look over the big picture and help guide us.

We have worked with 2 financial advisors so far and have been steered to whole life policies and investing in the market. We believe this is because they are not familiar with note investing, crowd-funded investments, commercial real estate investing, debt investing, etc. 

We need someone who is. And we'd love them to be in Sequim, Washington where we live, but anywhere in Seattle area would be fine. If not luck there we're willing to do this by phone, internet, etc. 

I hope I posted this in the correct place, and I hope to get some good recommendations here.

Thank you.

[Dave Skow]

2 recommendations

Sue Sewell

Advisor

The Clarius Group, LLC

999 Third Avenue, Suite 3050

Seattle, WA 98104

Aaron M. Spencer, CFP®, ADPA®

Financial AdvisorMerrimanInvest Wisely. Live Fully.

800 Fifth Avenue, Suite 2900
Seattle, WA 98104