Climb Your Mountain
We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
About Us
Our Story
Founded in 1987 by financial industry veterans Margaret Whitley and Thomas Bell, Whitley Bell began as a boutique investment advisory firm with a simple yet powerful vision: to provide sophisticated wealth management services with the personal attention and integrity that only an independent firm can deliver.
What started as a two-person operation in downtown Seattle has grown into a respected registered investment advisor managing over $2.8 billion in client assets. Despite our growth, we've never lost sight of our founding principles or the close relationships that define our approach to wealth management.
Our Mission
At Whitley Bell, we believe that true wealth extends beyond financial assets. Our mission is to help clients achieve their most important life goals through thoughtful financial planning, disciplined investment management, and unwavering fiduciary commitment. We serve as trusted advisors, providing clarity in complex financial decisions and peace of mind in uncertain times.
Our Services
We employ a disciplined, research-driven approach to portfolio construction, utilizing both active and passive strategies tailored to each client's unique circumstances and objectives.
Our comprehensive planning process addresses retirement readiness, education funding, insurance needs, and legacy planning through detailed analysis and ongoing monitoring.
For our ultra-high-net-worth clients, we provide family office services including philanthropic planning, next-generation education, and coordination with external professionals.
We also serve corporate retirement plans, endowments, and foundations, bringing the same rigorous investment process and fiduciary commitment to institutional clients.
Our Commitment
Since our founding, Whitley Bell has been built on a foundation of trust, transparency, and exceptional service. We are committed to:
- Maintaining the highest standards of professional integrity
- Providing clear, ongoing communication about your financial progress
- Continuously educating ourselves to better serve your evolving needs
- Supporting our community through volunteer service and charitable giving
Recognition & Affiliations
Whitley Bell is proud to be recognized as one of the top independent advisory firms in the Pacific Northwest. We maintain memberships in the National Association of Personal Financial Advisors (NAPFA), the CFA Institute, and the Financial Planning Association (FPA).
Our commitment to excellence has earned recognition from industry publications, including being named to InvestmentNews' "Best Places to Work for Financial Advisors" for three consecutive years.
Whitley Bell is a registered investment advisor with the Securities and Exchange Commission. This communication is for informational purposes only and should not be construed as investment advice.