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Kaizen Financial Advisors

EST. AUM
$283,685,763

CONTACTS
3

CLIENT ACCOUNTS
626

Firm Details

Metro area Seattle
CRD Number 155353
Website kaizenfa.com
Client types

Overview

Kaizen Financial Advisors is a fiduciary, fee-based independent registered investment advisory firm based in Kirkland, Washington. Their core philosophy centers on the Japanese concept of Kaizen, which translates to "continuous improvement." This approach underpins their wealth management services, emphasizing incremental yet meaningful steps towards achieving long-term financial success. Kaizen Financial Advisors focuses on assisting clients, particularly busy professionals and those nearing retirement, in reaching their financial goals. With a client-first mindset, the firm offers customized financial planning that adapts to life’s changes, ensuring clients feel secure and informed about their financial futures.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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