Cascade Financial Partners, LLC

Overview

Cascade Financial Partners, LLC is an independent registered investment adviser that registered with the SEC in 2023. The firm is owned by an individual principal and positions itself as a capital allocator serving individual and family clients. Its fee model is a percentage of assets under management, and its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm reports that it is not an active ESG investor and does not operate as a multi‑state or pension consultant adviser. Cascade appears to run a portfolio-centric practice that combines discretionary asset management with advisory and adviser‑selection services for private clients. The emphasis on exchange‑traded equities in regulatory filings suggests an equities-first approach within managed accounts, supplemented by access to external managers and other investment wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives