Built For The Client
Who We Help
We provide tailored financial planning strategies for young professionals and growing families. Our clients commonly come from the tech and medical fields. Whether it is creating a student loan repayment strategy, maximizing employee equity compensation, or building a tax-efficient portfolio, we are here to be your lifelong financial planning partner. Our version of financial planning stretches far beyond the numbers. We help our clients use their financial resources as a tool for designing their ideal life.
How To Get Started
We begin with a complimentary meeting. This gives us a chance to get to know each other, learn about your goals, and determine if we’re a good fit working together. While based in Seattle, we can work with clients on a virtual basis throughout the country.
Riley Poppy, CFP®, BFA™, CTS™
Founder & Financial Planner
Riley is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, and Certified Tax Specialist™. He is a graduate from the University of Washington and received his financial planning education from Northwestern University. He is a member of the XY Planning Network, NAPFA, and the Fee-Only Network. He serves as a CFP Board Mentor and is a member on their Scholarship Committee. Riley also volunteers for Seattle Children's Financial Advisory Committee and for the UW Foster School of Business. In his free time, he enjoys following the Washingon Huskies and playing tennis with friends and family.