MADRONA FINANCIAL & CPAS

Overview

Madrona Financial & Cpas is an independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning, portfolio management and insurance services. The firm acts as a capital allocator, selecting third‑party managers when appropriate, and combines discretionary portfolio management with fixed‑fee and percentage‑of‑AUM billing, supplemented by commissionable insurance solutions. Its advisory work includes financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. The firm is not positioned as an ESG investor. Investment behavior shows a clear preference for public fund exposures as the core of client portfolios, supplemented by allocated alternative strategies and insurance products for yield and diversification. Madrona uses mutual funds and ETFs for broad market exposure and employs third‑party alternative managers for access to hedge funds, private placements and real assets where client objectives call for illiquidity or niche return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices