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Our Story

Values & Vision are a team of full-service financial advisors and support members located Pullman, Washington serving clients across the Palouse, Eastern Washington and across the nation.  Building our corporate legacy of financial planning and asset management going back to 1937 our team members have been caring for clients since 1987.  Our advisor team’s cumulative financial services experience spans more 90 years.   

Our focus remains is rooted in fostering long-term relationships with our clients founded on trust. More than just manage wealth; we strive to be our clients’ most trusted advisor working with their key values in mind as we address the key challenges and opportunities they face.  Our experience is used to give you clear vision toward your long-term financial goals with time tested principles and being here to serve you with what’s needed here and now

As independent advisors we make recommendations with no ties to company quotas or proprietary products.  Following a fiduciary standard for financial planning and advisory investments, we're compelled to put your interests first as we work with you in a collaborative and interactive way.  Values Advisors has the backing and resources of the largest independent broker-dealer* in the United States.

Navigating the world of finance can be complex and overwhelming, but making financial choices does not have to be confusing.  It's our goal to hear your unique situation and deliver clear vision to help your finances serve what you and those you care about value the most. 

Our greatest satisfaction comes from helping you toward your goals. We want to know your financial concerns and serve your wealth and investments.  Life is full of challenges and opportunities so and we're here to help you with your values and our vision, together. 

Call us at 509 332 2543 or email to set up a phone discussion about your needs.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.