is now

We are updating our name to reflect our commitment to being at the fore-front of the financial services industry. We are still providing the same world-class financial services but will be known as Madrona Financial Services. We hope you are as pleased as we are with the update.

We Are

An independent, fee-based comprehensive wealth management firm providing One Vision for Your Financial Future. 

We distinguish ourselves in the following ways:

One Allegiance

As a Registered Investment Advisor, it is our legal fiduciary duty to always act in the best interest of our clients. Therefore, we do not charge hidden fees,we are not paid based on up-front mutual fund commissions and we have the freedom to select the proper investment strategies for our clients.

One Team

Because of our affiliation with Bauer Evans, CPA and National Advisors Trust we are able to service our clients complete financial future. At Madrona Financial Services, we offer our clients:
  • Investment management
  • Retirement planning
  • Personal Accounting
  • Business Accounting
  • Trust and Estate services
  • Pension and 401(k) management

One Integrated Plan

Our breadth of services allows us to develop and maintain a cohesive, integrated plan for your financial future. With the use of our proprietary Life and Legacy Planner, we help our clients bring order to their financial, familial and final affairs by setting and tracking goals, putting the necessary legal documents in place, preparing for retirement, succession planning and sharing final wishes in order leave a lasting legacy for their families.

Our Approach

We know that being a trusted financial advisor involves much more than merely managing assets and it is our desire to provide a breadth of service and thorough advice that lives up to that standard.

Investment Philosophy

We use a global asset allocation strategy that actively seeks out undervalued segments of the financial markets to create properly diversified, sophisticated portfolios to help you achieve your financial goals.

Our Team

We are a group of hard-working, intelligent and charismatic professionals seeking to provide great service, great performance and great outcomes for our clients and their families.

WiserAdvisor Seal BrightScope Advisor Page Profile



Client Access Portal

Contact our office for a secure login and password, then login here.

For access to monthly statements and information directly from your custodian, please login through the links below.

Fidelity Login
Ameritrade Login
Charles Schwab Login
Paychex Login

Upcoming Seminars

Latest News

4th Quarter 2013 Newsletter
4th Quarter 2013
Economic Update

Financial Safari on KTTH

Brian on KTTH

Madrona's Brian Evans hosts "Financial Safari" Sundays at 1:00PM AM 770 KTTH

Financial Safari


Madrona Funds