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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-1999
- Office Locations
- 4
Office Locations
About Madrona Financial & Cpas
Madrona Financial & CPAs is a Washington-based fiduciary advisory firm that pairs wealth management with tax planning, coordinating advice so portfolios, retirement strategy, and tax decisions align. It serves individuals and families approaching or in retirement (including business owners) with planning-led investment management, often using public funds and ETFs, and offers an initial conversational wealth analysis.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN KELLY EVANS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4004458
- Ownership
- 50% but less than 75%
KRISTI RAE HENDERSON
Investment Advisor Representative
- CRD
- #5452082
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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ROBERT WATSON BAUER
Advisor
- CRD
- #4468723
MATTHEW JOHN BEYER
Certified Financial Planner
- CRD
- #2899975
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $691,792,793 | $381,574 |
| Non-Discretionary | $0 | -- |
| Total | $691,792,793 | $381,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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