Green Lake Financial Partners

Trusted, independent, commission-free financial services

Home Page

About Us

Contact Us

Our Services

Fees

Blog

FAQ

Site Map

Who we are and how we can help

Green Lake Financial Partners is an independent, fee-only financial planning & investment advisory firm located in Seattle. We are a Registered Investment Advisor in the state of Washington.

We help individuals, families and small businesses build wealth, protect themselves and loved ones, and create secure financial futures. We do this through comprehensive financial planning and investment management services specifically tailored for each of our clients.

Get started today

Take 10-15 minutes to fill out our personal financial survey and submit it to us. Taking this first step in the financial planning process will help determine if our services are appropriate for you. Click here to take the survey.

Why choose us?

There are a lot of financial services firms out there, but only a small number of them have both the competence and the right incentive structure to have your best interests at heart. We are independent, ‘fee-only’ advisors, which means we work solely for you: we do not benefit from any commissions from high-priced mutual funds, insurance companies, or brokers. We firmly believe that this is the best way to avoid the conflicts of interest that are so prevalent in the wealth management & financial planning industry.

We possess a thorough knowledge of superior investment, retirement, education planning, insurance and tax-reduction strategies to help you meet your life goals.

Contact us today to see if we can help you at info@GreenLakePartners.com or by phone at 253-655-7627. We can schedule a free consultation in person or over the phone at a time that's most convenient for you.

Don't wait to plan your financial future

The most important factor in successful financial planning is time. Whether you end up using our services, another firm's, or go it alone, we urge you to sit down today and consider your financial future. Are you ready for retirement? Do you know for certain where you're going financially and how you're going to get there? Will your family or business be protected if something happens to you?

What about more detailed questions like how you should structure your investment portfolio to maximize your wealth and minimize your risks, what you need to put aside for education costs, or what you can do to avoid running out of money in retirement?

Make sure you have specific, numerical answers backed up by some strong reasoning for questions like these. The financial well-being of your family, yourself and your business depends on this.

Click here to learn more about the services we offer, or go straight to our personal survey to get started.