Your Trusted Fiduciary Financial Advisor
At Vega Financial, we’re a fee-only, independent fiduciary firm committed to putting your best interests first. We provide personalized investment management, retirement planning, and tax strategies—no cookie-cutter models, no hidden agendas. Every plan is built around your goals, your life, and your future. Our independence means we answer only to you, and our fiduciary duty ensures your success is always our top priority.
Contact us at
Tyson@vega-financial.com (206) 883-VEGA
WHO WE SERVE
Help With Every Step Of The Way
Pre-Retirees And Retirees
Wondering if your savings can really carry you through retirement? We turn “maybe” into a plan you can live on with confidence.
Working Professionals
From 401(K)s to equity, we connect your workplace benefits with brokerage accounts so everything works together – not in silos.
Business Owners
Let us handle the financial heavy lifting so you can stay focused on what you do best.
Our Services
We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your goals.
- Comprehensive portfolio management
- Ongoing investment monitoring
- Periodic reviews
- Financial planning
- Investment strategies
- Insurance solutions
- Cash flow and tax planning
- Wealth management
- Income distribution
- Estate planning
- Retirement planning
- Coordination with other professionals