Matthew
Beyer

Madrona Financial Services, LLC

CRD#2899975
Investment Advisor
in Everett, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Beyer is a certified financial planner based in Everett, Washington who has 3 years of relevant experience. Beyer is currently employed by Madrona Financial Services, LLC. Their career trajectory has included roles at Hornor Townsend And Kent, Inc, Penn Mutual Life Ins Co, Cetera Investment Services LLC, Homestreet Bank, Madrona Financial Services, Purshe Kaplan Sterling Investments and Cetera Investment Advisers LLC. Beyer has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Washington. Madrona Financial Services, LLC is an advisory company based out of Everett, WA. It has offices in four locations and a total of 18 advisors. It has $269 million in assets across its 1,338 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,338 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules largely are based on which services are offered. However, fee types billed by Madrona Financial Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2911 Bond Street, Suite 200
Everett, WA 98201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Madrona Financial Services, LLC Brokerage Details

Total Assets Under Management

$268,774,721

WA Average: $3,566,627,242
Total Number of Employees

18

WA Average: 46
Total Number of Accounts

1,338

WA Average: 1,499
Average Account Size

$200,878

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Matthew Beyer Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Madrona Financial Services

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2014 - 2020 (6 years)

Cetera Investment Advisers LLC

2013 - 2020 (7 years)

Cetera Investment Services LLC

2013 - 2020 (7 years)

Homestreet Bank

2003 - 2013 (10 years)

Hornor Townsend And Kent,Inc

2002 - 2013 (11 years)

Penn Mutual Life Ins Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Beyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Madrona Financial Services, LLC

Michael Seely
Everett, WA
Danielle Meister
Park City, UT
Nicholas Wold
Everett, WA
Joel Maher
Bellevue, WA
Andrew Conner
Everett, WA
Nicholas Smelser
Everett, WA
Kristi Henderson
Everett, WA
Matthew Beyer
Everett, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started