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About Us

The Bellevue office has a diverse team of advisors with a host of unique skills and talents. This means that you receive a higher level of care and the combined knowledge of eight skilled professionals.

We start by getting to know you. What will you need in retirement? How much risk can you stand or need to take? What other life goals do you have?

Only after we know all of this and more do we start the planning process utilizing the best tools and technology available.

Whatever your needs, Apella can create the right financial plan for you. We offer everything from a simple plan, to an in-depth, multifaceted plan.

 

Our Bellevue office believes that everyone and every situation is different. We believe that building the wealth you need, managing your portfolio, and creating a lifelong income must be specific to you. That’s why we spend whatever time is needed to understand your circumstances, and your needs, and your financial personality to devise the right plan for your present and future needs.

At Apella, we don’t believe in predictions and you’ll never get a hot tip from us. Your investment portfolio is created specifically for you and your situation using true portfolio science. We are never guided by emotions or hunches. All portfolio construction work is based on decades of peer-reviewed academic research. We regularly review our previous assumptions and, when needed, adopt new tools and investments as they prove themselves appropriate.

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Services

  • Comprehensive financial planning
  • Portfolio Creation
  • Asset Management
  • Financial Guidance
  • Income Management
  • Legacy Counseling

 

Helping Everyone, Everywhere

Explore our educational resources and services below

 

 

 

Events and Webinars

Battling the Bear

November 5, 2022

How to manage your money in turbulent times. Click below to register.

Register
Retiring in a Recession

Watch the Recording

Watch now
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Listen.

Don McDonald and Tom Cock have been educating investors on radio and television for more than 30 years. They continue to help thousands on their Saturday radio show, Talking Real Money (on KNWN in Seattle) and their podcast at talkingrealmoney.com

Listen to Talking Real Money

 

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Read.

Once a printed magazine “real investing journal” is an online publication devoted to the science of real investing. If you are ready to stop playing with your money and start building and managing wealth for a better future, this is the only publication you need – and it’s free.

Read Real Investing Journal 

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Watch.

Are you a visual learner? We’re creating a host of educational investing and retirement planning videos just for you. We also record some of our live classes and replay them here. So, watch, learn, and share a real investing education.

Watch our videos and classes

 

 

Is your "Financial Advisor" Always a Fiduciary? Probably Not!

 

Read Our Books

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Financial Fysics

Years ago, Don McDonald created the concept of Financial Fysics and created the first edition of this book in 2010.  This 2022 edition of Financial Fysics contains the latest data on money and investing in a new, easier-to-read format. Financial Fysics is the perfect introductory real investing primer.

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Better Retirement Guidebook

The first step in enjoying a secure retirement is creating the plan. That’s why we created our Better Retirement Guidebook in conjunction with Vanguard and Dimensional Funds. This workbook is a great way to get started on the path to a happier and more secure retirement.

 

Chart Your Future Course

800.386.3004

 

Schedule a Meeting

Apella was built on a foundation of education. We are committed to helping everyone reach their financial goals. That is why every Apella advisor will set aside time to help you with your specific questions or issues.

We encourage you to set up a free, personal meeting with one of our 100% fiduciary advisors to help you get on track to a brighter future using this appointment calendar or call us at 800-386-3004

 

 

 

 

 

 

 

 

 

 

 

 

Read Our Blog