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Create a Plan for Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last.

BOOK A MEETING Client Center

Personalized Financial Services for Wealth, Retirement and Your Future.

 The financial landscape can be complex. As a fiduciary, we help simplify it by structuring our services into clear areas, making it easier for you to understand the solutions that best serve your interests. 

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Financial Planning

We bring all the pieces of your financial puzzle together into a clear plan that gives you confidence in where you are and where you’re headed.

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Investment Management

Investments are a cornerstone of your financial plan. We carefully design the right mix of assets to help achieve your goals and build long-term confidence.

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Faith-Based Investing

For those looking to align their faith values with their investments, we offer investment options carefully screened to align with a biblical worldview.

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Insurance Planning

Insurance plays a vital role in safeguarding your financial plan. We work with you to evaluate your needs and identify the right coverage.

 

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Charitable Gift Planning

Giving is a special part of financial planning. Our advisors help guide you in giving meaningfully and efficiently to maximize impact and minimize taxes.

 

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State Retirement Planning

We help educators and district employees navigate the WA State pension system, turning complexity into clarity to make the most of your retirement.

 

When Your Financial Life is Fragmented, Your Values Can Feel Separated from Your Future.

Let’s create a plan that reflects your values, aligns your resources, and helps you leave a lasting legacy.

Fellowship Financial Planning

Book Your Free Meeting

90 minutes to review your goals, values, and next steps for a confident financial future. Our advisors are here to help you connect your finances to your faith — with wisdom, guidance, and service.

“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace.” — 1 Peter 4:10

We believe every dollar is a tool to honor God, care for family, and serve our community.

What Our Clients Say

Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life we've always wanted due to Ryan's advice and work throughout the past 15 or so years. Recommend without reservation!

— Jim

Working with Fellowship Financial Planning has been so rewarding! Marshall is extremely knowledgeable, kind, and has helped us with our retirement planning beyond our expectations! We are always so amazed when we leave the office on how well we are doing financially. Thank you Marshall!

— Denise

I followed Jon Greene to Fellowship Financial Planning from another firm having been with him for many years. He is honest, reliable, knowledgeable and with high integrity. He is also a strong Christian. I trust him and this firm with my investments and have not been disappointed.

— Michael

My money guy (Jon) is fantastic! Great company. Very happy with the service & advice I receive.

– Monica

What I love about Ryan and his team at Fellowship Financial, is not only how hard they work for their clients, but also how dedicated they are to giving back to the community - restaurants, bakeries, shelters, plus more... clients included. I recommend them every chance I get.

– Cathy

Ryan has been such a blessing as we transition from two workers to one! My hubby feels confident he can retire and we can continue living comfortably all with the solid advice of our financial advisor Ryan. I highly recommend Fellowship Financial!!

– Andrea

These professionals are always on top of their game with the latest trends, market indicators, and research. Always impressed by their knowledge and sound advice. Plus courteous professional service and convenient atmosphere making it a pleasure to visit and do business with them!

– Ken

*Testimonials appearing on this website are provided by actual clients of Fellowship Financial Planning on a voluntary basis. No compensation, fee reduction, or other benefit has been provided in exchange for these statements. Clients providing testimonials have no known material conflicts of interest with Fellowship Financial Planning.