Our mission
Experience your ideal life today
Alta Via is a Seattle-based, Advice-Only financial planning firm helping families who thrive on outdoor adventure design their ideal lives and align their money with their values. We help you identify and prioritize your financial goals, then serve as a your trusted partner as you implement and check off your financial to-do list. We understand and promote the idea of living fully today rather than waiting until financial independence (aka retirement). Our aim is to help you simplify and destress your financial life so you can focus on what’s important and pursue your active, mountain lifestyle with confidence.
Our promise
No judgment, no minimums, no sales
We strive to meet clients where they are at in their financial journey and provide a comfortable and trusted environment. Our advice-only pricing model does not compensate us based on how much you have–we don’t require that you meet an asset minimum, just that you be a nice human. And as a fiduciary and an independent firm, we will never sell products and will only make recommendations that are in your best interest.
Advice-Only
We’re independent, and our model is based on personalized guidance and solutions, not a commission or percentage-fee structure.
Fiduciary
We’re legally and ethically bound to act in your best interests and to prioritize your financial well-being over the firm’s profits.
CFP® Professional
As a CERTIFIED FINANCIAL PLANNER™ professional, I adhere to strict ethical and professional standards to provide the highest level of financial planning expertise.
Ready to get started?
Contact us via the link below to learn more about how Alta Via can help get you started on the journey that is financial planning.