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Coronavirus Updates

While Whatcom County is in Phase 2, we will continue to hold meetings by phone or zoom.

  • If you have something to drop off, please use the mail slot to the right of the door.
  • If you need to pick something up, please call or email to arrange a hand-off time or we can mail or email you what you need.

For information about tax filing deadlines and other COVID-19 related tax issues, access this CARES Act 2020 infosheet.

The health and safety of our clients, staff and community are our greatest concern. Thank you for your business and for your patience and understanding during this time.

Should we become unavailable to service our clients, you may call the Avantax home office at 888-438-3781 for assistance with account opening, trades, transactions and money movement.

You deserve a strategy that adapts to your needs.

We create financial plans tailored to your goals and values.

<strong>Grow Your Finances</strong>

Grow Your Finances

At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.

Questions to Ask your Financial Advisor

Financial Advice Shouldn't Be Complicated

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Customized Financial Planning

Our Team

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. If you have any questions about any particular investment concepts or products, call or email us today.

We’d love to hear from you!