Overview

We help manage your wealth and invest in your future.

Your goals matter to us. Your life matters to us. For more than 50 years, our mission has remained steadfast—to prioritize you and tailor our services to your unique individual, family, or institutional needs.

Badgley Phelps is based in the Pacific Northwest but we serve high net worth individuals and families as well as corporations and foundations across the country. With the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. And, as a proud Focus Financial partner firm since 2021, we offer offer an expanded roster of resources alongside customized, long-term planning and investment strategies—while utilizing a highly structured approach to equity and fixed income portfolio management.

We aim to help you preserve and grow your wealth, which is made possible by cultivating truly collaborative relationships that stand the test of time.

We’d love to work with you. Contact us.

We're committed to our 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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