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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)?

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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.

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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 Partners

Carson 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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Insights

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

Q4 2019
Video
Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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brexit vote
Market Commentary
Weekly Market Commentary – October 21, 2019

Great Britain’s prime minister and the European Union reached an agreement for Britain to exit the European Union on October 31, 2019, pending the approval of the British Parliament. Efforts to secure Parliament’s approval over the weekend were postponed to this week as Brexit opponents seek to shift enough votes to thwart the deal.

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Infographic
Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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Health Savings Account, 2019
Monthly Newsletter
Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

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wealth management, retirement preparation
Blog
4 Tips to Take Your 401(k) to the ...

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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forbes
News
Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Blog post
Weekly Market Commentary
  • Weekly Market Commentary – October 14, 2019

    Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,Read more