Seattle, WA Office

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The Seattle office advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Financial, retirement, and estate planning
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Bill paying
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

The Seattle office opened in 1994 when the company expanded nationwide. Since its opening, the office has experienced significant growth and now has a staff with more than 80 years of combined experience in the financial services industry. The Seattle team brings strong technical expertise and a deep understanding of money management principles from a biblical perspective to serve business owners, executives, families, retirees, churches, and ministries. Chris Scotchler is responsible for managing the office and has held this position since 2018. Sr. Partner, Joe Helms led the Seattle office as managing director for 12 years before transitioning the role to Chris.

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