Our History

Cascade Financial Management, Inc. was founded in 1994 to represent the interests of clients and their family's capital in new and differentiated ways by not being part of the industry's herd mentality and providing results difficult to achieve in the brokerage houses, banks and investment firms that had become indistinguishable from one another.

We set out to design a firm where the needs of our clients are anticipated and the value we provide can be experienced not only with enhanced personal interaction but also evidenced over time on a client's statement. Our professionals come from diverse backgrounds and have proven their technical expertise and leadership skills in many of the country's largest and best known financial institutions.

We began and continue to be a leading voice in independent thinking and professional excellence.