Scaled Finance, LLC
Scaled Finance, LLC is an independent financial advisory firm headquartered near Seattle, WA. The company operates virtually and works with clients throughout the country. The firm specializes in working with tech professionals and those looking to retire early.
Scaled Finance was founded because the founder (Kevin Estes) found no financial planners dedicated to working with T-Mobile employees and their families. The firm charges hourly for comprehensive financial planning and does not charge commissions or based on net worth.
Scaled Finance feels clients – with some objective professional support – are in the best position to manage their investments. The company takes a collaborative approach to help clients make good financial decisions that improve their lives. Financial education is a core focus of the firm.
www.scaledfinance.com
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