Redmond, WA

Meet Our Advisory Team

11431 Willows Road NE, Suite 120, Redmond, WA, 98052, USA

Our Redmond-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving a diverse range of clients, including business owners and entrepreneurs as well as physicians and other practitioners. We are also proud to provide exceptional family office services for our ultra-high-net-worth clientele throughout the Seattle metropolitan area. If you’re searching for a financial advisor in Redmond, WA, our team is ready to support you and your financial goals.

(425) 688-0555

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

We’ve worked with the staff at Beacon Pointe’s Redmond office for over two decades. Our relationship has thrived because of their client service, strong fiduciary ethic, and ability to provide competitive investment returns commensurate with our risk profile. As our assets have grown and our relationship strengthened, Mike Joslin and staff have helped us manage our retirement, plan for the future, and pass along financial responsibility to our extended family. It’s invaluable to have a financial advisor that shares our strong sense of stewardship.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.