People

Meet the Badgley Phelps family

We don’t just manage your wealth. We raise a glass at your birthday. Celebrate your successes. Lend an ear. Share a laugh. There’s nothing impersonal about the business of wealth management. And part of why so many of our clients stay with us year after year is because they know that we believe living a successful life is so much more than money.

Our team of advisers brings not only significant professional expertise but also unique perspectives and personalities, enriching our firm. Alongside our advisers, we have a dedicated team of professionals collaborating closely to serve our clients’ best interests. We cultivate a distinctive blend of accountability, unwavering commitment, and genuine respect for one another, resulting in an organizational culture that you won’t typically find at other firms.

And not that we’re here for the accolades, but we’re proud to see our efforts recognized by inclusion on the following rankings and lists: