7025 West Grandridge Boulevard
Financial Management, Inc. a Registered Investment Advisor (RIA) based in Eastern Washington and headquartered in Yakima provides financial planning and wealth building strategies including GreenPortfolio* allocation investment strategies focusing on Environmental, Social, and Corporate Governance or ESG investing principals.
We act in a fiduciary capacity, helping families and individuals make smart investments focused on Sustainable, Fossil Free investment fee-based asset management and strategic wealth planning Simply put, we strive to be our client’s trusted advisor. As an independent financial advisory firm, our primary focus is to provide objective opinions that are designed to pursue long term investment goals with guiding care.
To Guide Our Clients in making smart financial decisions through education, customized strategies, integrated technology and personal service.
A fiduciary works in the best interest of their clients ahead of their own interest and provides full disclosure of fees cost and expenses prior to entering into a financial planning or investment advisory agreement. In other words it is always in the best interest of the advisor that seeks to minimize downside investment risk in a portfolio or position it for growth by using the guidelines of an Investment Policy Statement and asset selection.
Full disclosure is provided by a document known as form ADV and ADV Part 2A and Appendix 1 of Form ADV: Wrap Fee Program Brochure and Part 2B Brochure Supplement. It discloses conflicts of interests, management fees, adviser backgrounds and history and other important disclosures.