Capstone Wealth Advisors - Bellingham

Bellingham based financial planners, Capstone Wealth Advisors focus on wealth management, risk management, retirement planning, tax management, estate planning, and education funding services. From our Bellingham, WA office, we serve Whatcom County clients in Ferndale, Lynden, Blaine, Everson, Birch Bay, and Fairhaven, in addition to our client-base across the U.S. Our Registered Investment Advisory firm (RIA) charges a fee-only and does not accept funds from investment companies. We only charge for the management of your assets. Unlike a broker-dealer, we do not sell company investment products and commissions are not influenced by our recommendations. We form long-term relationship with clients, making sure when you do well, we do well.