Retirement Asset Management, LLC

Retirement Asset Management, LLC is a fee-only investment advisory and financial planning firm located in Bellevue, Washington.

Dave Welty, CFP® established the firm in 2000 with the vision of providing personal financial services to middle-income working professionals in a manner that was friendly, unassuming and relationship-driven. Rather than targeting just high net worth individuals, Retirement Asset Management seeks to create them by helping people put their money to work with discipline, direction and a long-term outlook.

Today, our team of financial advisors and a dedicated support staff serve a diverse group of individual investors, families and business owners.

Our fee-only compensation for asset management and independence ensures that our services are provided in the best interest of our clients. When you work with us, you can expect unbiased financial advice on planning your future and managing your assets as you strive to achieve your goals and dreams.

You will also find that we place great value in the quality of the relationship we have with you. That's why we work hard to create an open and lasting dialogue with our family of clients. Helping people navigate safely through difficult market conditions or changing life circumstances has earned us the referrals and support that have built our business.

Learn more about why people choose us. Then, let us show you how we can bring order and direction to your financial affairs.