Investment Management. Financial Planning. Wealth Building.

Seattle Financial Planning & Investment Management

FIOH offers comprehensive wealth management and financial planning services through customized financial analysis portfolio design to individual and institutional clients. Personal understanding by our advisors of our clients’ financial objectives allows us to develop appropriate and targeted financial plans and investment strategies to increase the probability of success. We do not employ the cookie-cutter approach and this high level of commitment to client focus enables us to deliver our values. Through empowerment, integrity and dedication, we partner with our clients to navigate through the complex world of finance and uncertainties to take the future in our own hands. Some FIOH core values include:

EMPOWERMENT THROUGH KNOWLEDGE

We pride ourselves on utilizing ongoing education and effective communications to help our clients navigate through the complex world of finance and investment so they can make well-informed decisions and take their financial future in their own hands.

INTEGRITY

Trust is the foundation and paramount of any business relationship.  At FIOH, we strive to uphold the highest integrity in delivering financial services to our clients. We take our fiduciary responsibilities seriously.  Protection of client’s privacy, transparency in advisory fees, and full disclosure of firm activities are not just codes of conduct, but our way of being.

DEDICATION & PASSION FOR EXCELLENCE

At FIOH, we consider ourselves advocates and partners of our clients. We are committed to ensure our clients’ financial goals and objectives are met through unwavering focus on establishing, implementing and monitoring financial planning and investment management strategies.

BALANCED GLOBAL PERSPECTIVE

Whether it be political events or natural disasters, FIOH evaluates the impact of events with a global perspective and offers a balanced and objective view of how our clients’ financial life and their portfolios may be impacted. Our advisory staff comes from a diverse and global background allowing us to have this uniqueness in our value proposition.