Phoenician Financial Planning

We simplify complex financial topics, offering solutions in language that’s clear and understandable, not filled with jargon, so you can move forward with confidence. We’re in this business because we care; our focus is on helping you through accurate, detailed guidance and concierge-level service that surpasses your highest expectations. Talk to our team. We’re open and approachable, supporting you with personal service, as well as sophisticated investment methods and tools, to help you stay on track of your plans.

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.