Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

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)?

Next

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*

Email*

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.

Read more

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.

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

Video
Understanding the Market Situation and the Opportunities ...

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

Read More
round table
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading ...

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More
social distancing
Market Commentary
Market Commentary: Government Steps In As Downturn ...

The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.

Read More
FICO credit score, financial planning
Monthly Newsletter
What Changes (and What Doesn’t) with ...

Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.

Read More
News
3 Roth Conversion Traps To Avoid After The ...

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Read More
Infographic
10 Tax Planning Tips Your CPA Might Have ...

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More
Blog post
Weekly Market Commentary