Founded in 2000, Continuum Planning Partners is a wealth management firm based in Bellevue, Washington. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They provide comprehensive financial planning and investment management services, focusing on creating long-term strategies for a diverse client base that includes individuals, families, and business owners primarily in the Pacific Northwest region and other parts of the United States. Their model is "fee-only," which means they are compensated directly by clients rather than through commissions from product sales.

Founded in

United States