Faulkner Investment Services, LLC is an independent, fee-only registered investment advisor based in Bellingham, WA. With over three decades of experience, they have been helping individuals, corporations, and trustees in five states build and preserve their personal and family wealth through objective, scientific money management strategies.
As a trusted investment partner for life, Faulkner Investment Services prioritizes their clients' financial concerns and goals, utilizing a fee-only approach endorsed by AARP. Their success is directly linked to their clients' success, as their compensation is based on a percentage of assets under management. With client accounts custodied at Schwab Institutional, one of the world's largest and most respected investment firms, clients can have peace of mind knowing their money is in capable hands.
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