• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

    Learn more

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +
Next

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number: the rate of return your portfolio assets need to generate in order to pursue your goals and objectives while maintaining resources during your lifetime. Learn More

Risk Management

Our life insurance specialists help you identify risks and appropriate coverage to protect against loss of income and other risks to your wealth. Learn more

Tax Planning

Our tax planning professionals will work with your personal Accountant or CPA to examine your unique situation and minimize your tax liability. Learn more

Wealth Planning

We keep an eye on the whole picture. Our Wealth Enhancement Group will help design a plan to help you pursue your unique needs and goals. Learn more

Estate Planning

Our team is backed by legal and accounting professionals that are committed to help you leave a lasting legacy. Learn more

Employee Retirement Plans

Retirement plans allows you to invest now for financial security when you and your employees retire. As a bonus, you and your employees get significant tax advantages. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Personalized Wealth Management

Asset Advisors, LLC is a Northwest Washington wealth management firm founded by Dick Donahue, AIF, CFP. For over five decades, Dick has devoted his professional career to helping investors and their families. Our team is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to empower our clients to reach their higher life’s purpose. We are dedicated to providing our clients with the resources to improve their long-term relationship with money and to create the lives they’ve always dreamed of. Contact us today and let Asset Advisors, LLC help you on your True Wealth Journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

Read more

Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

Read more

Our Locations

Headquartered in Ferndale, Washington, Asset Advisors is devoted to helping investors and their families. Contact us today to speak with a wealth advisor or financial professional.

Read more

Insights

Asset Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary January 23, 2017

Press conferences took center stage last week. The most interesting among them were President Trump’s inauguration speech, Fed Chair Janet Yellen’s speech at the Commonwealth Club and, of course, UK Prime Minister May’s Brexit speech. While the U.S. equity market remained muted for most of the shortened week, fluctuations in currencies, including the U.S. dollar and British pound, were noteworthy. Read more

Video
2017 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

Blog
Seven Financial Actions to Consider Before 2017

Published by Scott Ford

The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

Download Whitepaper

 

Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

    Blog post
  • Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

    Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

    Weekly Market Commentary
  • Weekly Market Commentary January 17, 2017

    Amidst strong earnings reports from the banking sector and stocks like Bank of America and JPMorgan Chase, the NASDAQ Composite notched a new all-time high late last week. The index, heavy in financials, was up 1% the second week of January. In other news, retail sales in the U.S. were up 0.6% in December, led by car sales and gasoline but were roughly flat when excluding purchases at dealerships and the gas pump. Read more