Collateral Financial Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm based in Bellevue, Washington. Founded with the mission to provide objective, personalized, and fiduciary-level financial guidance, the company specializes in comprehensive wealth management. Their services integrate detailed financial planning with disciplined investment management, aiming to help clients achieve their long-term financial goals, such as retirement, education funding, and wealth preservation. As fiduciaries, they are legally obligated to act in the best interests of their clients.

Founded in

United States