Previously operating out of Barkley Village, one of the largest Bellingham-based, independent RIAs (Registered Investment Advisors) is moving to the Waterfront District. As of Monday, January 13th, Financial Plan will operate from its new location at 11 Bellwether Way and looks forward to being part of the growing business community in that area.
Financial Plan has been providing financial advice to high-net-worth individuals and families in Whatcom County since 1982, becoming incorporated in 1996. The company has enjoyed rapid and consistent growth, particularly over the past 10 years and now serves clients all over the world.
Founder and CEO, James Twining, CFP® said, “The growth of our business has been driven by our clients and our determination to provide world-class advice and service. With 16 people on staff and more hiring planned for the near future, we have outgrown our beloved Barkley office and look forward to continuing to serve our clientele from the larger space in the beautiful Bellwether building.”
The new mailing address for Financial Plan is 11 Bellwether Way, Suite 301. Bellingham, WA. 98225. All other contact methods including phone and email remain unchanged.
About Financial Plan
Financial Plan has been providing comprehensive financial advice to high-net-worth individuals and families in Whatcom County since 1982. Based in Bellingham, Financial Plan is a fully independent, fee-only Registered Investment Advisory. Financial plan’s eight advisors are all CFP® Practitioners with over 100 years cumulative experience. With a time-proven investment philosophy and track record of superior client service, Financial Plan focuses on providing straightforward, objective advice and education to help clients obtain their financial goals. Visit www.financialplaninc.com for more information.
The above was provided to Whatcom Business Journal for publication and is being published without revision. No effort was made to confirm any information provided. The author(s) are solely responsible for the content.
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