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Eric Allen, Senior Vice President/Investments sitting at a table meeting with client

“We provide personalized wealth management services at a reasonable cost to help investors pursue the life they’ve always wanted.”

Rear view of multi-generation family relaxing in row on retaining wall against clear sky

My Philosophy

My practice is based on the belief that what is best for the client is the way we should proceed. Whether that involves a fee-based approach through investment advisory services, commission-based trading through brokerage services, or a combination of both, we will discuss with you what we think best aligns with your particular situation.  Stifel’s Form CRS explains the differences.  Along these same lines, I do not require account minimums.  Whether you have $50,000 to invest or $5 million, you can expect unbiased, professional guidance about how to put your hard-earned savings to work.  

I also believe a financial advisor should be able to successfully explain his or her ideas to a fifth grader.  In my 35 years in the business, I have yet to see an aggressive, “get-rich-quick” approach work on a consistent basis.  A key element to pursuing successful investing should mimic the tortoise in the classic tale of the tortoise and the hare – we all know who won that race.  I implement this approach with the heart of a teacher, making sure clients understand what they own and why they own it, and living by the Golden Rule.
park located on the Spokane River.

Our Clients

Most of the people who choose to work with me are simply every day, hardworking folks who are trying to save what they can and make it grow so they can live the life they want.  The majority of my clients have been with me for more than 20 years.  The fact that these folks have valued my guidance for so long is truly humbling.  Other than raising my three incredible kids with my lovely wife by my side, there is nothing that I am more proud of accomplishing in my life.