Winchell Financial Group is an independent, family-owned Registered Investment Advisor (RIA) firm based in Bellevue, Washington. Founded by Dave Winchell, the company is committed to acting as a fiduciary, always placing the best interests of its clients first. They provide personalized financial strategies for individuals, families, and business owners, focusing on key areas such as investment management, retirement planning, insurance, and college savings to help clients achieve their long-term financial goals.

Founded in

United States