Overview

history + innovation

We help clients in the Pacific Northwest manage their wealth and invest in their future. For the past 50 years, our mission has been to put clients first, tailoring our services to what works best for their unique individual, family or institutional needs. We continually seek new strategies and solutions to better help our clients achieve their objectives. And we’re employee-owned, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence.

preservation + pursuit

Your goals matter to us. Your life matters to us. That’s why we use a holistic approach—a 360-degree view of your financial situation—to create a tailored program for each need. Our goal is to provide compelling wealth preservation strategies and growth opportunities for our clients—made possible by fostering truly collaborative, multidisciplinary teams of people with a great deal of experience. 

company + community

For our clients and for ourselves, philanthropy is about more than a tax break. Helping individuals and organizations in need gives us personal satisfaction. Brings us together. Boosts the vibrant community we’re so proud to be a part of. Reminds us why we planted roots here in the first place. 

Our philanthropic efforts reflect the same level of commitment we bring to advocating for our clients. Our team donates numerous hours to civic-based organizations that support many causes such as arts + culture, education and the environment. Many of our team members serve on boards and in other leadership roles for the nonprofits that matter to them. And that commitment to giving back is wholeheartedly encouraged by the firm. Not only does Badgley Phelps make its own charitable contributions, but we also offer a charitable gift matching program to support our employees’ volunteerism and personal charitable giving. 

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