Financial Guidance you can count on.

Willis Eckfeldt has been providing personalized investment management and financial planning services to families and individuals for nearly two decades.

Superior service begins with getting to know you.

At Willis Eckfeldt, our client-first practice has established our firm as a lifelong partner to the high-net-worth families, businesses and individuals we serve. A disciplined and highly personalized style has contributed to our longevity as a wealth management firm.

Over the past 18 years, we've helped our clients across challenging financial terrain. Our firm's ability to navigate through periods of market change has solidified the long-lasting relationships that remain at the heart of our practice.

Our team of experienced, CERTIFIED FINANCIAL PLANNERS™ take a tailored, people-first approach that keeps us focused on your long-term goals. We work closely with you to understand and assess your ongoing financial and lifestyle needs, and to build a customized strategy to help you achieve them.

Contact Us

We'll give you the tools and education you need to make smart decisions on the road to financial confidence.

Tel.: (206) 282-0950

7525 SE 24th Street

Suite 505

Mercer Island, WA 98040-2336

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