Our Firm

At Cascade Financial, we understand that our clients are unique and that their goals and dreams may change over time. For a quarter of a century, we have been empowering clients to reach their financial goals and dreams.

Whether it's retirement planning, funding a child's education, providing for heirs or impacting the causes they care about, we are here to understand what gives our clients purpose and then dedicate our experience and resources to help them realize it.

We have partnered with Securities America, LLC, an independent broker/dealer, with a history of focusing solely on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based on what is right for our clients without pressure to promote a particular product or strategy.