Effective Game Plan

Advice in Common Language

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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Asset Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Asset Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

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)?


How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

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

First Name*

Last Name*


Phone Number*

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

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.

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Carson Group Partners

Carson Group 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.

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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.

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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 March 19, 2018

The S&P 500 slid 1.2% on increased concerns about political risk. The global MSCI ACWI dropped 0.6%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% higher. The S&P 500 is up 2.9% so far this year.

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Monthly Newsletter
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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

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Check out this video for 5 tips to survive a market downturn. Read more

Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

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    Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

Weekly Market Commentary
  • Weekly Market Commentary March 12, 2018

    Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses. Read more